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Salesforce

1,978 hedge funds and large institutions have $165B invested in Salesforce in 2020 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 975 increasing their positions, 515 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,978
Holders Change
+155
Holders Change %
+8.5%
% of All Funds
35.1%
Holding in Top 10
87
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-42%
% of All Funds
1.54%
New
312
Increased
975
Reduced
515
Closed
135
Calls
$6.67B
Puts
$8.43B
Net Calls
-$1.76B
Net Calls Change
-$4.31B
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1826
AllSquare Wealth Management
New York
$93K
EARNEST Partners
1827
EARNEST Partners
Georgia
$93K
1IA
1828
1834 Investment Advisors
Wisconsin
$93K +$11.2K +50 +14%
LJHT
1829
Laurie J. Hall Trustee
$92K
ME
1830
McIlrath & Eck
Washington
$91K +$11.3K +51 +14%
FMII
1831
Farmers & Merchants Investments Inc
Nebraska
$89K
Kayne Anderson Rudnick Investment Management
1832
Kayne Anderson Rudnick Investment Management
California
$89K +$36K +161 +68%
TFS
1833
TrustCore Financial Services
Tennessee
$88K +$59.5K +267 +209%
HIM
1834
Hillsdale Investment Management
Ontario, Canada
$87K
IF
1835
Ironwood Financial
Arizona
$87K
AW
1836
Avion Wealth
Texas
$87K +$87K +391 New
SL
1837
Savior LLC
Massachusetts
$86K
RA
1838
Reby Advisors
Connecticut
$85K +$85K +382 New
AssetMark Inc
1839
AssetMark Inc
California
$84K +$11.8K +53 +16%
BSSFA
1840
Baron Silver Stevens Financial Advisors
Florida
$84K +$84K +378 New
SIAG
1841
Safeguard Investment Advisory Group
California
$82K +$82K +370 New
TSW
1842
Thompson Siegel & Walmsley
Virginia
$81K
MWP
1843
Meridian Wealth Partners
Pennsylvania
$81K +$23K +102 +40%
MF
1844
Manchester Financial
California
$80K +$13.1K +59 +20%
Cohen & Steers
1845
Cohen & Steers
New York
$78K +$29.9K +135 +62%
GSAM
1846
Grant Street Asset Management
Pennsylvania
$77K +$77K +347 New
TFIPS
1847
Towarzystwo Funduszy Inwestycyjnych PZU SA
$75.7K +$75.7K +340 New
AIG
1848
American International Group
New York
$75.5K +$4.32K +19,402 +6%
EA
1849
Emerald Advisers
Pennsylvania
$75K
PCTC
1850
Perkins Coie Trust Company
Washington
$73K