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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 %
MCM
1901
Manchester Capital Management
Vermont
$109K -$19K -78 -15%
HIM
1902
Hillsdale Investment Management
Ontario, Canada
$107K +$12.2K +50 +13%
PGWM
1903
Parisi Gray Wealth Management
New Jersey
$106K +$106K +435 New
PCH
1904
Polar Capital Holdings
United Kingdom
$106K -$1.59K -6,488 -1%
Cohen & Steers
1905
Cohen & Steers
New York
$105K +$8.55K +35 +9%
EBA
1906
Eagle Bay Advisors
New York
$103K +$103K +409 New
EARNEST Partners
1907
EARNEST Partners
Georgia
$102K
LJHT
1908
Laurie J. Hall Trustee
$101K
TFIPS
1909
Towarzystwo Funduszy Inwestycyjnych PZU SA
$100K
CYG
1910
Clean Yield Group
Vermont
$99K +$99K +405 New
BWM
1911
BerganKDV Wealth Management
Minnesota
$98K +$24.5K +100 +33%
CDIA
1912
Capital Directions Investment Advisors
Georgia
$98K +$98K +403 New
KFP
1913
KB Financial Partners
New Jersey
$97K -$8.27K -34 -8%
IF
1914
Ironwood Financial
Arizona
$95K
MCM
1915
MV Capital Management
Maryland
$95K +$65.6K +268 +223%
EFSCE
1916
Enterprise Financial Services Corp (EFSC)
Missouri
$94K -$12.8K -52 -12%
GAAM
1917
Guinness Atkinson Asset Management
California
$93K
LCM
1918
Logan Capital Management
Pennsylvania
$92K +$19.3K +79 +27%
FA
1919
Fortis Advisors
Pennsylvania
$91K +$91K +373 New
TI
1920
tru Independence
Oregon
$90K +$90K +370 New
AssetMark Inc
1921
AssetMark Inc
California
$89K +$9.05K +37 +11%
SL
1922
Savior LLC
Massachusetts
$86K -$12.9K -53 -13%
ME
1923
McIlrath & Eck
Washington
$85K -$7.04K -29 -8%
BMD
1924
Better Money Decisions
New Mexico
$85K
TSW
1925
Thompson Siegel & Walmsley
Virginia
$83K -$3.68K -15 -4%