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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 %
PNAA
1801
Pictet North America Advisors
Switzerland
$227K +$227K +931 New
WIC
1802
Whitegate Investment Counselors
New Hampshire
$226K +$226K +927 New
GAG
1803
GM Advisory Group
New York
$225K +$225K +921 New
1WM
1804
1900 Wealth Management
Texas
$225K +$225K +921 New
TAM
1805
Taurus Asset Management
New York
$225K +$225K +923 New
RCA
1806
Ranch Capital Advisors
Florida
$224K -$11K -45 -5%
FCFC
1807
First Citizens Financial Corp
Iowa
$224K +$224K +916 New
FAG
1808
Financial Advisory Group
Texas
$224K +$224K +918 New
SBWIC
1809
Schaper Benz & Wise Investment Counsel
Wisconsin
$224K +$224K +919 New
FFA
1810
Founders Financial Alliance
North Carolina
$223K +$223K +917 New
CFS
1811
CRA Financial Services
New Jersey
$222K +$222K +907 New
ANBT
1812
American National Bank & Trust
Texas
$221K +$25.9K +106 +13%
SWM
1813
Sculati Wealth Management
Michigan
$221K +$221K +906 New
SEP
1814
Southland Equity Partners
Missouri
$221K +$221K +903 New
BDS
1815
Banco de Sabadell
Florida
$220K -$4.28M -17,510 -95%
BMC
1816
Beaton Management Company
Massachusetts
$220K +$220K +900 New
CF
1817
Corrigan Financial
Rhode Island
$220K +$220K +900 New
WFA
1818
Wellspring Financial Advisors
Ohio
$219K +$219K +896 New
TCBWMS
1819
Texas Capital Bank Wealth Management Services
Texas
$219K +$219K +897 New
AAP
1820
Arax Advisory Partners
Colorado
$218K +$218K +891 New
GWM
1821
Greenwich Wealth Management
Connecticut
$217K +$217K +888 New
MIA
1822
MainStreet Investment Advisors
Illinois
$216K +$216K +884 New
AWA
1823
Arete Wealth Advisors
Illinois
$214K -$251K -2,174 -54%
SAM
1824
SignalPoint Asset Management
Missouri
$214K +$214K +878 New
PIMG
1825
Patriot Investment Management Group
Tennessee
$214K +$214K +880 New