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Salesforce

2,167 hedge funds and large institutions have $257B invested in Salesforce in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 1,198 increasing their positions, 524 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,167
Holders Change
+112
Holders Change %
+5.45%
% of All Funds
38.06%
Holding in Top 10
157
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+58.59%
% of All Funds
2.76%
New
223
Increased
1,198
Reduced
524
Closed
84
Calls
$7.86B
Puts
$8.49B
Net Calls
-$628M
Net Calls Change
+$722M
Name Holding Trade Value Shares
Change
Shares
Change %
WAG
1701
Winthrop Advisory Group
Massachusetts
$388K +$4.61K +17 +1%
BOS
1702
Bingham Osborn & Scarborough
California
$388K +$25.7K +95 +7%
ABTD
1703
Arvest Bank Trust Division
Oklahoma
$388K +$29.6K +109 +8%
WP
1704
WMS Partners
Maryland
$388K +$78.5K +289 +25%
KPCM
1705
Kings Point Capital Management
New York
$386K +$71.9K +265 +23%
CCMW
1706
Cypress Capital Management (Wyoming)
Wyoming
$385K -$14.1K -52 -4%
CT
1707
Coastline Trust
Rhode Island
$385K
GGS
1708
Galvin Gaustad & Stein
Arizona
$385K +$9.77K +36 +3%
LF
1709
Lantz Financial
Illinois
$385K +$97K +358 +34%
FAM
1710
Formidable Asset Management
Ohio
$384K +$4.89K +18 +1%
MSA
1711
Marino Stram & Associates
Massachusetts
$383K -$5.51M -20,317 -94%
CB
1712
CNB Bank
Pennsylvania
$383K -$36.3K -134 -9%
AOG
1713
Alpha Omega Group
Virginia
$380K
ZIC
1714
ZWJ Investment Counsel
Georgia
$379K +$119K +438 +46%
OIS
1715
Okabena Investment Services
Minnesota
$378K
BFA
1716
Beacon Financial Advisory
Ohio
$377K +$1.63K +6 +0.4%
OWA
1717
Opal Wealth Advisors
New York
$376K -$21.4K -79 -5%
SWM
1718
Salvus Wealth Management
New Jersey
$376K +$90.5K +334 +32%
WA
1719
Waddell & Associates
Tennessee
$373K
LWM
1720
Liberty Wealth Management
California
$373K +$109K +395 +42%
ITIM
1721
Indiana Trust & Investment Management
Indiana
$373K +$373K +1,374 New
PSP
1722
Principal Street Partners
Tennessee
$372K -$387K -1,427 -51%
SAM
1723
Simplify Asset Management
Nevada
$372K +$372K +1,372 New
WA
1724
Wealth Architects
California
$371K +$46.9K +173 +14%
BMO
1725
Beck Mack & Oliver
New York
$371K +$371K +1,368 New