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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 %
SAM
1826
Synergy Asset Management
Washington
$213K -$43.8K -179 -17%
GSC
1827
Ground Swell Capital
South Carolina
$213K +$213K +874 New
TCM
1828
Traynor Capital Management
Pennsylvania
$212K +$212K +857 New
ACP
1829
Aveo Capital Partners
Colorado
$212K +$212K +866 New
RWA
1830
RGT Wealth Advisors
Texas
$212K +$212K +867 New
APW
1831
Austin Private Wealth
Texas
$212K +$212K +867 New
PL
1832
Plancorp LLC
Missouri
$212K +$212K +868 New
OIA
1833
Optimum Investment Advisors
Illinois
$210K -$553K -2,264 -72%
OAM
1834
Oak Asset Management
California
$210K +$210K +858 New
22CM
1835
20/20 Capital Management
California
$210K +$210K +861 New
CMO
1836
Covenant Multifamily Offices
Texas
$209K +$209K +855 New
LPARFS
1837
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$208K -$3.76M -15,350 -95%
PEA
1838
Pacific Edge Advisors
California
$208K -$145K -596 -41%
AA
1839
Apriem Advisors
California
$208K +$208K +850 New
WIA
1840
World Investment Advisors
California
$208K +$208K +851 New
CWM
1841
CCG Wealth Management
California
$208K +$208K +852 New
CHA
1842
Cooper/Haims Advisors
New York
$206K -$110K -450 -35%
AP
1843
Arlington Partners
Alabama
$206K -$56.1K -230 -21%
AI
1844
Accredited Investors
Minnesota
$206K +$206K +842 New
BIM
1845
Baldwin Investment Management
Pennsylvania
$205K +$205K +838 New
IAP
1846
Indie Asset Partners
Indiana
$205K +$205K +838 New
AG
1847
AIA Group
Hong Kong
$204K -$307K -1,294 -60%
AIP
1848
Almanack Investment Partners
Pennsylvania
$204K -$118K -483 -37%
UCMOK
1849
United Capital Management of KS
Kansas
$204K -$24.9K -102 -11%
HWA
1850
HHM Wealth Advisors
Tennessee
$203K +$5.61K +23 +3%