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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 %
PIA
1751
Pinion Investment Advisors
Kansas
$254K -$163K -667 -39%
CWP
1752
Concord Wealth Partners
Virginia
$254K -$4.4K -18 -2%
MIH
1753
Meitav Investment House
Israel
$254K -$1.71K -7 -0.7%
AIM
1754
Axiom Investment Management
New York
$254K +$254K +1,037 New
NHC
1755
Nicholas Hoffman & Company
Georgia
$254K +$254K +1,040 New
FCA
1756
FinTrust Capital Advisors
South Carolina
$250K -$6.1K -25 -2%
PIP
1757
Peachtree Investment Partners
Florida
$250K
BMC
1758
Benin Management Corp
Connecticut
$250K +$250K +1,025 New
CAM
1759
Close Asset Management
United Kingdom
$249K -$240K -980 -49%
FAN
1760
Financial Advisors Network
California
$247K +$1.22K +5 +0.5%
SIA
1761
Soltis Investment Advisors
Utah
$247K +$7.08K +29 +3%
TIM
1762
Thompson Investment Management
Wisconsin
$246K +$734 +3 +0.3%
SMA
1763
Sage Mountain Advisors
Georgia
$246K +$246K +1,007 New
RA
1764
RFG Advisory
Alabama
$245K -$26.2K -107 -10%
HCP
1765
Hexagon Capital Partners
Arkansas
$245K +$50K +205 +26%
BONST
1766
Bank of Nova Scotia Trust
Ontario, Canada
$244K -$244 -1 -0.1%
BM
1767
Brandywine Managers
Delaware
$244K
AIA
1768
Arbor Investment Advisors
North Carolina
$244K
CFIA
1769
Cantor Fitzgerald Investment Advisors
New York
$244K
FGIM
1770
First Growth Investment Manager
California
$244K
UAM
1771
UAS Asset Management
New York
$244K +$244K +1,000 New
CCC
1772
Chelsea Counsel Company
California
$243K
LCS
1773
Levin Capital Strategies
New York
$243K
WDL
1774
Well Done LLC
Michigan
$242K -$20.7K -85 -8%
GA
1775
GFS Advisors
Texas
$241K