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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 %
BC
1926
Burleson & Co
California
$82K +$7.86K +32 +11%
EA
1927
Emerald Advisers
Pennsylvania
$82K +$82K +335 New
BG
1928
Bollard Group
Massachusetts
$81K
Q
1929
QVR
California
$80K +$7.85K +32 +11%
SWG
1930
Summit Wealth Group
Vermont
$78K
WPA
1931
West Paces Advisors
Georgia
$77.9K -$16.6K -68 -18%
AIG
1932
American International Group
New York
$77.6K -$2.19K -8,966 -3%
PHAM
1933
Portland Hill Asset Management
United Kingdom
$76K
EC
1934
Estate Counselors
Wisconsin
$75K
PA
1935
Perennial Advisors
New York
$74K
LSV Asset Management
1936
LSV Asset Management
Illinois
$73K -$803K -3,300 -92%
FCMT
1937
Founders Capital Management (Texas)
Texas
$73K
CTB
1938
Country Trust Bank
Illinois
$73K
CC
1939
Corsicana & Co
Texas
$73K +$73K +300 New
PCTC
1940
Perkins Coie Trust Company
Washington
$70K -$9.76K -40 -12%
IRC
1941
Investors Research Corp
Georgia
$66K
TI
1942
Truehand Inc
New Hampshire
$65K
CT
1943
Clearstead Trust
Maine
$63K +$63K +256 New
IUHSA
1944
Itau Unibanco Holding S.A.
Brazil
$62K -$1.78M -7,307 -97%
SIS
1945
Sound Income Strategies
Florida
$62K -$138K -561 -69%
HFM
1946
Hartford Financial Management
Connecticut
$62K
KIG
1947
Kessler Investment Group
Indiana
$61K
TVWM
1948
Tower View Wealth Management
Wisconsin
$60K
EIP
1949
Ellis Investment Partners
Pennsylvania
$60K
DAM
1950
Delta Asset Management
Tennessee
$57K +$6.09K +25 +12%