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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 %
CBN
1776
Cadence Bank NA
Texas
$241K +$9.52K +39 +4%
NC
1777
NinePointTwo Capital
California
$241K +$241K +988 New
YMRC
1778
Yorktown Management & Research Company
Virginia
$239K
SGK
1779
Steigerwald Gordon & Koch
Virginia
$238K +$238K +975 New
BCM
1780
Breiter Capital Management
Florida
$238K +$238K +975 New
IA
1781
IFG Advisory
Georgia
$236K -$318K -1,306 -57%
CWM
1782
Cedar Wealth Management
California
$236K +$116K +475 +97%
OWA
1783
Outlook Wealth Advisors
Texas
$236K +$236K +967 New
ZIC
1784
ZWJ Investment Counsel
Georgia
$234K -$30.5K -125 -12%
OWM
1785
Opes Wealth Management
California
$234K -$2.44K -10 -1%
PAM
1786
Premier Asset Management
Illinois
$233K -$35.4K -145 -13%
BCP
1787
Berkeley Capital Partners
Georgia
$233K +$233K +952 New
LWM
1788
Liberty Wealth Management
California
$232K +$107K +440 +86%
CICI
1789
Capital Investment Counsel Inc
North Carolina
$232K +$232K +950 New
VC
1790
Veracity Capital
Georgia
$231K -$235K -961 -50%
CGA
1791
Crescent Grove Advisors
Illinois
$231K -$44K -180 -16%
AP
1792
Adero Partners
California
$231K +$231K +944 New
HCM
1793
HMS Capital Management
Tennessee
$231K +$231K +945 New
PCMC
1794
Private Capital Management (Colorado)
Colorado
$230K +$230K +942 New
RF
1795
RHS Financial
California
$229K -$48.5K -199 -17%
ATC
1796
Adirondack Trust Company
New York
$229K
P
1797
Palladiem
Pennsylvania
$229K +$229K +939 New
BPCA
1798
Bank Pictet & Cie (Asia)
Singapore
$228K +$228K +935 New
TBA
1799
Tower Bridge Advisors
Pennsylvania
$228K +$228K +933 New
AWG
1800
Altus Wealth Group
Colorado
$227K -$5.14K -21 -2%