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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 %
NSIM
1776
North Star Investment Management
Illinois
$177K
BFC
1777
Bedel Financial Consulting
Indiana
$174K +$15.5K +73 +10%
SIS
1778
Sound Income Strategies
Florida
$172K +$1.06K +5 +0.6%
HWA
1779
HHM Wealth Advisors
Tennessee
$172K
GSAM
1780
Grant Street Asset Management
Pennsylvania
$171K +$97.6K +461 +133%
ANBT
1781
American National Bank & Trust
Texas
$169K
HCP
1782
Hexagon Capital Partners
Arkansas
$169K +$66K +312 +64%
TCWM
1783
Total Clarity Wealth Management
Illinois
$168K +$168K +795 New
T
1784
TOBAM
France
$167K +$45.4K +214 +37%
SPWG
1785
Sage Private Wealth Group
Illinois
$164K +$16.1K +76 +11%
TFM
1786
TFC Financial Management
Massachusetts
$162K
MAWCM
1787
Mine & Arao Wealth Creation & Management
California
$159K
HR
1788
Howe & Rusling
New York
$158K
PFGIA
1789
Patriot Financial Group Insurance Agency
Massachusetts
$150K -$179K -849 -54%
SIMG
1790
Stephens Investment Management Group
Texas
$144K
SIAP
1791
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$142K +$25.4K +120 +22%
BWM
1792
Baystate Wealth Management
Massachusetts
$140K +$17.2K +81 +14%
JWM
1793
Janiczek Wealth Management
Colorado
$138K +$46.8K +220 +51%
HWM
1794
Holloway Wealth Management
Florida
$135K -$142K
HI
1795
Hudock Inc
Pennsylvania
$134K -$13K -62 -9%
CWC
1796
Carolinas Wealth Consulting
North Carolina
$130K -$18.8K -89 -13%
BCM
1797
Blume Capital Management
California
$127K
BDWM
1798
Brewin Dolphin Wealth Management
Ireland
$125K +$10.6K +50 +9%
VCM
1799
Versant Capital Management
Arizona
$125K +$4.24K +20 +4%
SC
1800
Solstein Capital
California
$121K +$121K +571 New