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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 %
BCA
1851
Biltmore Capital Advisors
New Jersey
$203K +$203K +830 New
DLA
1852
Douglas Lane & Associates
New York
$203K +$203K +831 New
CSPIA
1853
Cary Street Partners Investment Advisory
Virginia
$202K +$202K +828 New
CF
1854
Clarity Financial
Texas
$201K -$337K -1,381 -63%
DMBA
1855
Deseret Mutual Benefit Administrators
Utah
$201K +$201K +821 New
SPP
1856
Single Point Partners
Massachusetts
$201K +$201K +822 New
NNP
1857
Nachman Norwood & Parrott
South Carolina
$201K +$201K +823 New
FWM
1858
Focused Wealth Management
New York
$195K -$12.2K -50 -6%
SMFG
1859
Sumitomo Mitsui Financial Group
Japan
$194K -$1.24M -5,051 -87%
SPWG
1860
Sage Private Wealth Group
Illinois
$190K +$1.46K +6 +0.8%
JWM
1861
Janiczek Wealth Management
Colorado
$188K +$29.1K +119 +18%
TFM
1862
TFC Financial Management
Massachusetts
$187K
MAWCM
1863
Mine & Arao Wealth Creation & Management
California
$183K
PWMG
1864
Prestige Wealth Management Group
New Jersey
$182K -$236K -969 -57%
HR
1865
Howe & Rusling
New York
$182K
BFC
1866
Bedel Financial Consulting
Indiana
$168K -$32K -131 -16%
SIMG
1867
Stephens Investment Management Group
Texas
$166K
SIAP
1868
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$164K
BWM
1869
Baystate Wealth Management
Massachusetts
$161K
HWM
1870
Holloway Wealth Management
Florida
$156K -$135K
CWC
1871
Carolinas Wealth Consulting
North Carolina
$155K +$4.65K +19 +3%
T
1872
TOBAM
France
$153K -$39K -160 -20%
VCM
1873
Versant Capital Management
Arizona
$152K +$8.05K +33 +6%
BCM
1874
Blume Capital Management
California
$147K
GWS
1875
Glassman Wealth Services
Virginia
$147K +$8.07K +33 +6%