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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 %
CHP
1901
Cable Hill Partners
Oregon
$242K +$242K +894 New
RWG
1902
Ratio Wealth Group
Colorado
$241K +$241K +889 New
KWM
1903
Keebeck Wealth Management
Illinois
$241K -$96.7K -357 -29%
SAM
1904
SignalPoint Asset Management
Missouri
$240K +$2.17K +8 +0.9%
AI
1905
Accredited Investors
Minnesota
$240K +$11.7K +43 +5%
SHA
1906
Seneca House Advisors
Virginia
$239K -$69.8K -257 -23%
CSPIA
1907
Cary Street Partners Investment Advisory
Virginia
$238K +$13.6K +50 +6%
CPO
1908
Cerity Partners OCIO
New York
$238K +$238K +878 New
DAM
1909
Diamant Asset Management
Connecticut
$236K +$236K +870 New
IIA
1910
ICW Investment Advisors
Arizona
$236K +$236K +870 New
WIA
1911
World Investment Advisors
California
$235K +$4.07K +15 +2%
OWA
1912
Outlook Wealth Advisors
Texas
$234K -$28.8K -106 -11%
FWM
1913
Focused Wealth Management
New York
$233K +$16.5K +61 +8%
TSW
1914
Thompson Siegel & Walmsley
Virginia
$233K +$141K +520 +154%
CPC
1915
Cookson Peirce & Co
Pennsylvania
$233K +$233K +858 New
PAG
1916
Private Advisory Group
Washington
$233K +$233K +859 New
AWM
1917
Accurate Wealth Management
Florida
$231K +$231K +833 New
FNBOO
1918
First National Bank of Omaha
Nebraska
$231K +$231K +853 New
WG
1919
Welch Group
Alabama
$230K +$230K +848 New
CWC
1920
Carolinas Wealth Consulting
North Carolina
$229K +$57.5K +212 +33%
AOWM
1921
Alpha Omega Wealth Management
Virginia
$229K +$229K +845 New
KA
1922
Kozak & Associates
Colorado
$228K +$228K +746 New
IAP
1923
Indie Asset Partners
Indiana
$227K
UCMOK
1924
United Capital Management of KS
Kansas
$226K -$271 -1 -0.1%
FA
1925
Fermata Advisors
California
$226K +$226K +835 New