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Salesforce

1,972 hedge funds and large institutions have $151B invested in Salesforce in 2021 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 963 increasing their positions, 648 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,972
Holders Change
-6
Holders Change %
-0.3%
% of All Funds
34.72%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.39%
New
184
Increased
963
Reduced
648
Closed
170
Calls
$5.95B
Puts
$7.12B
Net Calls
-$1.18B
Net Calls Change
+$585M
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
1826
KB Financial Partners
New Jersey
$92K +$92K +433 New
EARNEST Partners
1827
EARNEST Partners
Georgia
$89K
LJHT
1828
Laurie J. Hall Trustee
$88K
TFIPS
1829
Towarzystwo Funduszy Inwestycyjnych PZU SA
$86.9K +$14.8K +70 +21%
SL
1830
Savior LLC
Massachusetts
$86K +$4.65K +22 +6%
Cohen & Steers
1831
Cohen & Steers
New York
$84K +$9.14K +43 +12%
HIM
1832
Hillsdale Investment Management
Ontario, Canada
$83K
FBT
1833
First Bank & Trust
South Dakota
$82K -$545K -2,586 -87%
IF
1834
Ironwood Financial
Arizona
$82K
JAM
1835
JCIC Asset Management
Ontario, Canada
$82K +$21K +99 +34%
WPA
1836
West Paces Advisors
Georgia
$82K -$18.2K -86 -18%
GAAM
1837
Guinness Atkinson Asset Management
California
$81K +$72.9K +342 +900%
ME
1838
McIlrath & Eck
Washington
$80K -$6.76K -32 -8%
SCA
1839
Stonebridge Capital Advisors
Minnesota
$77K +$77K +362 New
TSW
1840
Thompson Siegel & Walmsley
Virginia
$75K -$2.55K -12 -3%
RFMS
1841
RWQ Financial Management Services
Florida
$74K -$2.41M -11,375 -97%
BMD
1842
Better Money Decisions
New Mexico
$73K +$73K +346 New
MWP
1843
Meridian Wealth Partners
Pennsylvania
$71K -$4.85K -23 -6%
BG
1844
Bollard Group
Massachusetts
$70K
AIG
1845
American International Group
New York
$69.2K -$2.68K -12,645 -4%
AssetMark Inc
1846
AssetMark Inc
California
$69K -$10.6K -50 -13%
PCTC
1847
Perkins Coie Trust Company
Washington
$69K
SWG
1848
Summit Wealth Group
Vermont
$67K +$67K +318 New
MF
1849
Manchester Financial
California
$66K -$10.4K -49 -14%
PHAM
1850
Portland Hill Asset Management
United Kingdom
$66K