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Salesforce

1,972 hedge funds and large institutions have $151B invested in Salesforce in 2021 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 963 increasing their positions, 648 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,972
Holders Change
-6
Holders Change %
-0.3%
% of All Funds
34.72%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.39%
New
184
Increased
963
Reduced
648
Closed
170
Calls
$5.95B
Puts
$7.12B
Net Calls
-$1.18B
Net Calls Change
+$585M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
1901
Bellevue Asset Management
Washington
$29K +$433 +2 +2%
NIC
1902
Northwest Investment Counselors
Oregon
$29K +$29K +139 New
HFA
1903
HC Financial Advisors
California
$28K
JWBC
1904
John W. Brooker & Co
California
$27K
RA
1905
Resolute Advisors
California
$27K +$27K +129 New
DSC
1906
Duncker Streett & Co
Missouri
$25K -$104K -500 -81%
MCM
1907
MV Capital Management
Maryland
$25K +$3.96K +19 +19%
MWC
1908
MBM Wealth Consultants
Missouri
$25K +$25K +118 New
GLLW
1909
Graves Light Lenhart Wealth
Virginia
$24K +$6K +28 +33%
JWA
1910
JFS Wealth Advisors
Pennsylvania
$23K
CHA
1911
Carmichael Hill & Associates
Maryland
$23K
SCA
1912
Stuart Chaussee & Associates
California
$23K +$19K +91 +479%
M1FG
1913
Mach-1 Financial Group
Arkansas
$22K -$592K -2,798 -96%
ECM
1914
Estabrook Capital Management
New York
$21.2K
DAC
1915
Dividend Assets Capital
South Carolina
$21K
SMG
1916
Spectrum Management Group
Indiana
$21K
CAL
1917
Capital Advisors Ltd
Ohio
$21K
RG
1918
Retirement Group
California
$21K +$1.3K +6 +7%
SC
1919
Steph & Co
Wisconsin
$19K -$1.94K -9 -9%
FMP
1920
Financial Management Professionals
Texas
$19K +$5.64K +27 +42%
CAM
1921
Costello Asset Management
Pennsylvania
$18K +$18K +84 New
TFA
1922
Toth Financial Advisory
Virginia
$17K
AWM
1923
Avondale Wealth Management
Texas
$17K
PK
1924
Pflug Koory
Nebraska
$17K
PP
1925
PrairieView Partners
Minnesota
$16K