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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 %
OSNBOA
1926
Old Second National Bank of Aurora
Illinois
$16K
FPFS
1927
First Personal Financial Services
North Carolina
$15K -$15.4K -74 -51%
ST
1928
Sageworth Trust
Pennsylvania
$15K -$8.57K -40 -36%
MAM
1929
McCarthy Asset Management
California
$15K -$6.74K -31 -31%
CCC
1930
Crescent Capital Consulting
Louisiana
$15K
SFP
1931
Sterling Financial Planning
New Jersey
$14K
APWA
1932
Atlas Private Wealth Advisors
New Jersey
$13K
FNBOSM
1933
First National Bank of South Miami
Florida
$13K
CWA
1934
Carolina Wealth Advisors
South Carolina
$12K
TCM
1935
TD Capital Management
Tennessee
$12K +$12K +55 New
MLFP
1936
MPS Loria Financial Planners
Illinois
$11K -$20.4K -100 -65%
CMA
1937
Cedar Mountain Advisors
Oregon
$11K
TIM
1938
Tortoise Investment Management
New York
$11K
TF
1939
TimeScale Financial
Massachusetts
$11K +$6.69K +31 +155%
BSG
1940
Black Swift Group
Colorado
$11K +$11K +53 New
ARMC
1941
American Research & Management Company
Massachusetts
$8K
MWA
1942
Moser Wealth Advisors
Washington
$7K
RBC
1943
Roble Belko & Company
Pennsylvania
$7K +$1.65K +8 +31%
BCM
1944
Bourgeon Capital Management
Connecticut
$6K -$80K -400 -93%
RIM
1945
Ranger Investment Management
Texas
$6K -$429 -2 -7%
SSC
1946
Syverson Strege & Co
Iowa
$6K
FEG
1947
Financial Enhancement Group
Indiana
$6K +$6K +29 New
AA
1948
AlphaMark Advisors
Kentucky
$6K +$6K +30 New
GFPC
1949
Global Financial Private Client
Florida
$5.03K -$437 -2 -8%
BC
1950
Barnett & Company
Tennessee
$5K