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Salesforce

2,055 hedge funds and large institutions have $223B invested in Salesforce in 2021 Q2 according to their latest regulatory filings, with 215 funds opening new positions, 941 increasing their positions, 677 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+83
Holders Change %
+4.21%
% of All Funds
35.88%
Holding in Top 10
99
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+25.32%
% of All Funds
1.73%
New
215
Increased
941
Reduced
677
Closed
105
Calls
$6.08B
Puts
$7.43B
Net Calls
-$1.35B
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
1726
Janney Capital Management
Pennsylvania
$268K +$3.17K +13 +1%
G
1727
Gainplan
Michigan
$267K -$66.5K -297 -20%
BIP
1728
Blueprint Investment Partners
North Carolina
$267K +$267K +1,092 New
MA
1729
MJP Associates
Connecticut
$266K -$21K -86 -7%
SFI
1730
SPC Financial Inc
Maryland
$265K -$26.2K -107 -9%
HCM
1731
Hillman Capital Management
Maryland
$265K +$265K +1,085 New
CA
1732
Capitolis Advisors
New York
$264K -$38.4M -157,195 -99%
SMC
1733
Smith, Moore & Co
Missouri
$264K -$12.2K -50 -4%
SAM
1734
Strategy Asset Managers
California
$264K -$4.4K -18 -2%
LA
1735
LVW Advisors
New York
$264K
GC
1736
Grace Capital
Massachusetts
$263K +$263K +1,078 New
SSG
1737
Summit Securities Group
New York
$263K +$263K +1,078 New
GHAM
1738
Gilman Hill Asset Management
Connecticut
$262K
ACM
1739
Ategra Capital Management
Virginia
$262K +$262K +1,072 New
TCM
1740
Tuttle Capital Management
Connecticut
$261K -$391K -1,602 -60%
APG
1741
Abacus Planning Group
South Carolina
$261K +$26.6K +109 +11%
TCPWM
1742
Traverso Chambers Private Wealth Management
California
$260K -$17.1K -70 -6%
LF
1743
Lantz Financial
Illinois
$260K +$489 +2 +0.2%
EL
1744
EMFO LLC
Florida
$259K +$259K +1,061 New
PFG
1745
PAX Financial Group
Texas
$258K -$44.7K -183 -15%
SWM
1746
Salvus Wealth Management
New Jersey
$258K +$258K +1,054 New
PA
1747
PFG Advisors
Arizona
$257K +$14.2K +58 +6%
FNWM
1748
Financial Network Wealth Management
Utah
$256K
RFA
1749
Reilly Financial Advisors
California
$256K +$29.1K +119 +13%
SW
1750
SlateStone Wealth
Florida
$256K +$256K +1,048 New