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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 %
Wealth Enhancement Advisory Services
1826
Wealth Enhancement Advisory Services
Minnesota
$287K -$1.43M -4,859 -83%
AWM
1827
AllSquare Wealth Management
New York
$287K -$40.7K -150 -12%
RFA
1828
Reilly Financial Advisors
California
$287K +$3.79K +14 +1%
AGA
1829
Accuvest Global Advisors
Utah
$287K +$287K +1,059 New
TWM
1830
Triton Wealth Management
Arizona
$286K -$28.9K -99 -9%
FNWM
1831
Financial Network Wealth Management
Utah
$284K
ANBT
1832
American National Bank & Trust
Texas
$283K +$37.4K +138 +15%
LFF
1833
Level Four Financial
Texas
$283K +$283K +1,044 New
ATC
1834
Adirondack Trust Company
New York
$281K
AG
1835
AIA Group
Hong Kong
$281K +$47.7K +176 +20%
CMO
1836
Covenant Multifamily Offices
Texas
$279K +$47K +173 +20%
MIA
1837
MainStreet Investment Advisors
Illinois
$278K +$38.5K +142 +16%
VC
1838
Veracity Capital
Georgia
$277K +$20.6K +76 +8%
ACP
1839
Aviance Capital Partners
Florida
$276K -$24.4K -90 -8%
CBN
1840
Cadence Bank NA
Texas
$276K +$8.14K +30 +3%
BCP
1841
Berkeley Capital Partners
Georgia
$274K +$15.5K +57 +6%
TIM
1842
Thompson Investment Management
Wisconsin
$273K
RCA
1843
Ranch Capital Advisors
Florida
$273K +$23.8K +88 +10%
PL
1844
Parthenon LLC
Kentucky
$271K -$217K -800 -44%
AIA
1845
Arbor Investment Advisors
North Carolina
$271K
FGIM
1846
First Growth Investment Manager
California
$271K
CFIA
1847
Cantor Fitzgerald Investment Advisors
New York
$271K
BONST
1848
Bank of Nova Scotia Trust
Ontario, Canada
$271K +$271 +1 +0.1%
BMC
1849
Beaton Management Company
Massachusetts
$271K +$26.6K +98 +11%
CWM
1850
CCG Wealth Management
California
$271K +$39.6K +146 +17%