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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 %
OAM
1801
Oak Asset Management
California
$301K +$51K +175 +20%
EP
1802
EPIQ Partners
Minnesota
$300K
WP
1803
WealthPLAN Partners
Nebraska
$299K -$10.9K -41 -4%
WIC
1804
Woodmont Investment Counsel
Tennessee
$299K +$1.08K +4 +0.4%
OWM
1805
Opes Wealth Management
California
$299K +$38.5K +142 +15%
PAM
1806
Premier Asset Management
Illinois
$298K +$39.3K +145 +15%
AA
1807
Apriem Advisors
California
$298K +$67.7K +250 +29%
CAIMH
1808
Central Asset Investments & Management Holdings
Hong Kong
$298K +$298K +1,100 New
RA
1809
RFG Advisory
Alabama
$296K +$24.7K +91 +9%
PFC
1810
Phocas Financial Corp
California
$296K +$296K +1,090 New
SIGI
1811
Susquehanna International Group (Ireland)
Ireland
$296K +$296K +1,091 New
MIS
1812
Morningstar Investment Services
Illinois
$294K -$3.49M -12,883 -92%
LA
1813
LVW Advisors
New York
$293K +$271 +1 +0.1%
CICI
1814
Capital Investment Counsel Inc
North Carolina
$292K +$34K +125 +13%
OFS
1815
Orrstown Financial Services
Pennsylvania
$291K -$21.1K -78 -7%
GHAM
1816
Gilman Hill Asset Management
Connecticut
$291K
ACM
1817
Ategra Capital Management
Virginia
$291K
PFG
1818
PAX Financial Group
Texas
$289K +$2.71K +10 +0.9%
PIA
1819
Pinion Investment Advisors
Kansas
$289K +$7.33K +27 +3%
SIA
1820
Soltis Investment Advisors
Utah
$289K +$14.1K +52 +5%
GAG
1821
GM Advisory Group
New York
$289K +$39.3K +145 +16%
JCIA
1822
Jackson Creek Investment Advisors
Colorado
$288K -$13.3K -49 -4%
TCPWM
1823
Traverso Chambers Private Wealth Management
California
$288K
SGK
1824
Steigerwald Gordon & Koch
Virginia
$288K +$23.8K +88 +9%
TSS
1825
Two Sigma Securities
New York
$287K -$2.76M -10,157 -91%