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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 %
DS
1751
DRW Securities
Illinois
$339K -$456K -1,683 -57%
TCM
1752
Tufton Capital Management
Maryland
$339K +$33.9K +125 +11%
ACM
1753
Avalon Capital Management
California
$339K +$339K +1,249 New
TF
1754
Tompkins Financial
New York
$338K +$338K +1,246 New
LFASL
1755
Lugano Financial Advisors SA (LFA)
Switzerland
$338K +$338K +1,248 New
GAM
1756
Griffin Asset Management
New York
$337K
LA
1757
Latitude Advisors
Florida
$337K +$337K +1,242 New
ACP
1758
Aveo Capital Partners
Colorado
$336K +$101K +372 +43%
HIC
1759
Holderness Investments Company
North Carolina
$335K -$12.7K -47 -4%
TCWM
1760
Total Clarity Wealth Management
Illinois
$334K +$334K +1,231 New
EWM
1761
Endurance Wealth Management
Rhode Island
$333K
PCA
1762
Peddock Capital Advisors
Massachusetts
$333K
NGA
1763
Naples Global Advisors
Florida
$331K +$1.63K +6 +0.5%
KA
1764
Kercheville Advisors
Texas
$331K +$331K +1,220 New
SNBOSD
1765
Security National Bank of So Dak
Iowa
$331K +$331K +1,221 New
PCG
1766
Private Capital Group
Connecticut
$330K -$271 -1 -0.1%
PFA
1767
Professional Financial Advisors
Nebraska
$330K +$330K +1,217 New
EFSCE
1768
Enterprise Financial Services Corp (EFSC)
Missouri
$329K +$225K +829 +217%
MWC
1769
MKD Wealth Coaches
Michigan
$329K +$329K +1,214 New
FC
1770
Forte Capital
New York
$328K +$8.69K +32 +3%
BWAM
1771
Boyd Watterson Asset Management
Ohio
$328K +$29.3K +108 +10%
MAG
1772
MRA Advisory Group
New Jersey
$327K
PCM
1773
Princeton Capital Management
New Jersey
$327K
CWM
1774
Circle Wealth Management
New Jersey
$327K +$26.6K +98 +9%
ZF
1775
Zhang Financial
Michigan
$324K +$324K +1,195 New