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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 %
PA
1876
PFG Advisors
Arizona
$254K -$31.5K -116 -11%
AWG
1877
Altus Wealth Group
Colorado
$254K +$2.44K +9 +1%
TBA
1878
Tower Bridge Advisors
Pennsylvania
$253K
BAAM
1879
Baker Avenue Asset Management
California
$253K -$101K -373 -29%
PNAA
1880
Pictet North America Advisors
Switzerland
$253K
PWA
1881
Physician Wealth Advisors
Utah
$253K +$253K +868 New
SWM
1882
Sculati Wealth Management
Michigan
$252K +$6.24K +23 +3%
IA
1883
IFG Advisory
Georgia
$250K -$11.9K -44 -5%
TAM
1884
Taurus Asset Management
New York
$250K
PL
1885
Plancorp LLC
Missouri
$250K +$14.9K +55 +6%
FAG
1886
Financial Advisory Group
Texas
$249K
SBWIC
1887
Schaper Benz & Wise Investment Counsel
Wisconsin
$249K
EBA
1888
Eagle Bay Advisors
New York
$249K +$138K +511 +125%
WFA
1889
Wellspring Financial Advisors
Ohio
$248K +$4.88K +18 +2%
DLA
1890
Douglas Lane & Associates
New York
$248K +$22.8K +84 +10%
LBC
1891
Lowe Brockenbrough & Co
Virginia
$248K +$248K +913 New
BFWA
1892
Benchmark Financial Wealth Advisors
Florida
$248K +$248K +914 New
CAI
1893
Capital Advisors Inc
Oklahoma
$247K -$64.8K -239 -21%
APG
1894
Abacus Planning Group
South Carolina
$247K -$43.7K -161 -15%
CFS
1895
CRA Financial Services
New Jersey
$246K
GIA
1896
Granite Investment Advisors
New Hampshire
$246K +$246K +906 New
HCP
1897
Hexagon Capital Partners
Arkansas
$245K -$27.1K -100 -10%
CF
1898
Corrigan Financial
Rhode Island
$244K
FAFN
1899
First Affirmative Financial Network
Colorado
$244K +$244K +899 New
PCMC
1900
Private Capital Management (Colorado)
Colorado
$242K -$13.3K -49 -5%