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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 %
MMPW
1851
Mitchell McLeod Pugh & Williams
Alabama
$271K +$271K +998 New
LCS
1852
Levin Capital Strategies
New York
$270K
CCC
1853
Chelsea Counsel Company
California
$270K
SAM
1854
Synergy Asset Management
Washington
$269K +$32.8K +121 +14%
LWM
1855
Loveless Wealth Management
Montana
$269K +$269K +992 New
SEP
1856
Southland Equity Partners
Missouri
$269K +$23.6K +87 +10%
JLBC
1857
J.L. Bainbridge & Co
Florida
$268K +$268K +989 New
FP
1858
Foundry Partners
Minnesota
$267K -$50.7K -187 -16%
SMC
1859
Smith, Moore & Co
Missouri
$267K -$25.7K -95 -9%
CWM
1860
Cedar Wealth Management
California
$267K +$4.61K +17 +2%
YMRC
1861
Yorktown Management & Research Company
Virginia
$266K
GWM
1862
Gray Wealth Management
Maine
$265K +$265K +977 New
RCG
1863
Rock Creek Group
District of Columbia
$264K -$63.8K -235 -19%
BCM
1864
Breiter Capital Management
Florida
$264K
APW
1865
Austin Private Wealth
Texas
$264K +$28.5K +105 +12%
BIM
1866
Baldwin Investment Management
Pennsylvania
$264K +$36.6K +135 +16%
PWMG
1867
Prestige Wealth Management Group
New Jersey
$264K +$61.4K +226 +30%
VFM
1868
Vivid Financial Management
California
$263K -$341K -1,258 -56%
SW
1869
SlateStone Wealth
Florida
$263K -$21.1K -78 -7%
1WM
1870
1900 Wealth Management
Texas
$261K +$11.1K +41 +4%
SFG
1871
SNS Financial Group
Minnesota
$261K +$261K +964 New
TCM
1872
Tuttle Capital Management
Connecticut
$260K -$30.7K -113 -11%
JWM
1873
Janiczek Wealth Management
Colorado
$260K +$52K +192 +25%
DIP
1874
DT Investment Partners
Pennsylvania
$260K +$260K +960 New
HCM
1875
HMS Capital Management
Tennessee
$256K