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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 %
LSA
1776
Lion Street Advisors
Texas
$323K +$323K +1,193 New
FMC
1777
First Merchants Corp
Indiana
$321K -$7.32K -27 -2%
EVC
1778
Eidelman Virant Capital
Missouri
$320K -$6.82K -25 -2%
ETCM
1779
Evolutionary Tree Capital Management
Virginia
$320K
FRA
1780
Front Row Advisors
California
$319K
UAS
1781
United Asset Strategies
New York
$318K
DIM
1782
DC Investments Management
Virginia
$317K +$317K +1,170 New
BFC
1783
Blue Fin Capital
Rhode Island
$316K +$316K +1,167 New
SAM
1784
Strategy Asset Managers
California
$314K +$21.1K +78 +7%
TCBWMS
1785
Texas Capital Bank Wealth Management Services
Texas
$314K +$70.6K +260 +29%
NHC
1786
Nicholas Hoffman & Company
Georgia
$313K +$30.9K +114 +11%
NIMI
1787
Natixis Investment Managers International
France
$312K -$66.4K -245 -18%
HWA
1788
HCR Wealth Advisors
California
$312K -$3.8K -14 -1%
GC
1789
Grace Capital
Massachusetts
$311K +$19K +70 +6%
MA
1790
MJP Associates
Connecticut
$309K +$13.8K +51 +5%
SFI
1791
SPC Financial Inc
Maryland
$309K +$14.9K +55 +5%
GA
1792
GFS Advisors
Texas
$308K +$40.6K +150 +15%
TG
1793
TCW Group
California
$308K -$2.22K -8,198 -0.7%
CFN
1794
Cordasco Financial Network
Florida
$307K -$1.9K -7 -0.6%
CWA
1795
Clarity Wealth Advisors
California
$305K +$2.97K +11 +1%
SMA
1796
Sage Mountain Advisors
Georgia
$305K +$31.5K +116 +12%
DA
1797
Doliver Advisors
Texas
$304K +$4.89K +18 +2%
EAM
1798
Evanson Asset Management
California
$304K +$304K +1,235 New
JCM
1799
Janney Capital Management
Pennsylvania
$303K +$5.15K +19 +2%
EL
1800
EMFO LLC
Florida
$303K +$15.2K +56 +5%