CRM icon

Salesforce

1,972 hedge funds and large institutions have $151B invested in Salesforce in 2021 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 963 increasing their positions, 648 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,972
Holders Change
-6
Holders Change %
-0.3%
% of All Funds
34.72%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.39%
New
184
Increased
963
Reduced
648
Closed
170
Calls
$5.95B
Puts
$7.12B
Net Calls
-$1.18B
Net Calls Change
+$585M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
1726
Faithward Advisors
Pennsylvania
$225K +$225K +1,064 New
CWP
1727
Concord Wealth Partners
Virginia
$224K +$81.4K +384 +57%
DFA
1728
Delta Financial Advisors
Louisiana
$224K +$224K +1,057 New
TCM
1729
Tufton Capital Management
Maryland
$224K +$224K +1,060 New
KPCM
1730
Kings Point Capital Management
New York
$223K -$6.98K -33 -3%
CFIA
1731
Cantor Fitzgerald Investment Advisors
New York
$223K
SB
1732
Strategic Blueprint
Georgia
$223K +$223K +1,054 New
SAM
1733
Synergy Asset Management
Washington
$222K -$3.6M -16,999 -94%
FCA
1734
FinTrust Capital Advisors
South Carolina
$222K -$37K -175 -14%
NAS
1735
Nicolet Advisory Services
Wisconsin
$222K -$19.3K -91 -8%
FNWM
1736
Financial Network Wealth Management
Utah
$222K +$21.2K +100 +11%
CCI
1737
Credit Capital Investments
New Jersey
$221K +$221K +1,043 New
PIP
1738
Peachtree Investment Partners
Florida
$217K -$10.6K -50 -5%
FMI
1739
F/M Investments
District of Columbia
$214K -$2.02M -9,527 -90%
TIM
1740
Thompson Investment Management
Wisconsin
$213K
FAN
1741
Financial Advisors Network
California
$213K +$10.4K +49 +5%
AOG
1742
Alpha Omega Group
Virginia
$212K -$61.7K -291 -23%
UBV
1743
United Bank (Virginia)
Virginia
$212K -$6.78K -32 -3%
BONST
1744
Bank of Nova Scotia Trust
Ontario, Canada
$212K -$424 -2 -0.2%
BM
1745
Brandywine Managers
Delaware
$212K
WIC
1746
Woodmont Investment Counsel
Tennessee
$212K
AIA
1747
Arbor Investment Advisors
North Carolina
$212K
QWM
1748
Quaker Wealth Management
New Jersey
$212K
CCM
1749
Compass Capital Management
Minnesota
$212K
FGIM
1750
First Growth Investment Manager
California
$212K