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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 %
FH
1726
FWG Holdings
Florida
$370K +$370K +1,364 New
WA
1727
WBH Advisory
Maryland
$369K -$81.3K -300 -18%
SG
1728
Somerset Group
Minnesota
$369K
CSA
1729
Cottage Street Advisors
Massachusetts
$368K -$49.4K -182 -12%
AssetMark Inc
1730
AssetMark Inc
California
$368K +$269K +991 +272%
WCM
1731
Weik Capital Management
Pennsylvania
$366K -$1.36K -5 -0.4%
MA
1732
MONECO Advisors
Connecticut
$365K +$8.15K +30 +2%
AI
1733
ArchPoint Investors
Florida
$365K +$365K +1,346 New
EGM
1734
Engineers Gate Manager
New York
$363K -$5.73M -21,120 -94%
RIS
1735
Retirement Income Solutions
Michigan
$361K
LA
1736
LexAurum Advisors
Kansas
$360K -$27.1K -100 -7%
JIC
1737
Joel Isaacson & Co
New York
$359K +$42.9K +158 +14%
CCM
1738
Consolidated Capital Management
California
$357K
FFG
1739
Ford Financial Group
California
$357K
LNB
1740
Ledyard National Bank
$356K
P
1741
&Partners
Tennessee
$356K +$33.9K +125 +11%
JWM
1742
Jeppson Wealth Management
California
$353K
FOA
1743
Five Oceans Advisors
California
$352K +$352K +1,296 New
PP
1744
Pegasus Partners
Wisconsin
$350K -$14.9K -55 -4%
WDL
1745
Well Done LLC
Michigan
$349K +$79.8K +294 +30%
FFG
1746
Frisch Financial Group
New York
$345K -$159K -585 -32%
AIP
1747
Almanack Investment Partners
Pennsylvania
$343K +$117K +430 +51%
FAN
1748
Financial Advisors Network
California
$342K +$32.2K +105 +10%
QCM
1749
Quantinno Capital Management
New York
$340K +$17.4K +64 +5%
PCM
1750
Poehling Capital Management
Wisconsin
$340K +$24.4K +90 +8%