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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 %
SCA
1876
Stonebridge Capital Advisors
Minnesota
$146K +$64.1K +283 +78%
ACA
1877
Atlas Capital Advisors
Wyoming
$144K +$77.4K +317 +116%
BDWM
1878
Brewin Dolphin Wealth Management
Ireland
$144K
DOA
1879
D'Orazio & Associates
Virginia
$139K
DFCM
1880
Dark Forest Capital Management
Puerto Rico
$138K +$138K +566 New
PWM
1881
Prentice Wealth Management
New York
$137K +$85.3K +350 +165%
WIM
1882
Westside Investment Management
California
$135K +$1.92K +20 +1%
Kayne Anderson Rudnick Investment Management
1883
Kayne Anderson Rudnick Investment Management
California
$133K
IFAM
1884
Institutional & Family Asset Management
Colorado
$132K
FCFS
1885
First Command Financial Services
Texas
$132K
FCB
1886
First Command Bank
Texas
$132K
RFWA
1887
RPg Family Wealth Advisory
Massachusetts
$131K +$131K +537 New
HI
1888
Hudock Inc
Pennsylvania
$131K -$24.4K -100 -16%
BCP
1889
Blue Chip Partners
Michigan
$129K
GAM
1890
GVO Asset Management
Switzerland
$123K
HRC
1891
Hoertkorn Richard Charles
$122K
VC
1892
Vestor Capital
Illinois
$122K
FMII
1893
Farmers & Merchants Investments Inc
Nebraska
$122K +$48.8K +200 +67%
JFGIW
1894
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$121K -$12.4K -51 -9%
CA
1895
Crewe Advisors
Utah
$118K
JAM
1896
JCIC Asset Management
Ontario, Canada
$117K
GCM
1897
Gladius Capital Management
Illinois
$115K -$3.8M -15,539 -97%
HDIM
1898
Hanson & Doremus Investment Management
Vermont
$113K -$3.77K -15 -3%
CB
1899
Community Bank
New York
$111K
POIA
1900
Pin Oak Investment Advisors
Texas
$109K -$221K -903 -67%