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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 %
FA
1926
Fermata Advisors
California
$226K +$226K +835 New
KFP
1927
KB Financial Partners
New Jersey
$225K +$117K +431 +108%
TWP
1928
Tower Wealth Partners
Pennsylvania
$224K -$162K -597 -42%
MAM
1929
McLean Asset Management
Virginia
$224K +$224K +759 New
HWA
1930
HHM Wealth Advisors
Tennessee
$223K -$2.44K -9 -1%
DMBA
1931
Deseret Mutual Benefit Administrators
Utah
$223K
FA
1932
FMA Advisory
Pennsylvania
$222K +$222K +819 New
TFS
1933
TrustCore Financial Services
Tennessee
$219K +$214K +788 +4,378%
SIC
1934
Sigma Investment Counselors
Michigan
$219K +$219K +807 New
FMWA
1935
Forvis Mazars Wealth Advisors
Missouri
$219K +$219K +809 New
SPWG
1936
Sage Private Wealth Group
Illinois
$218K +$7.04K +26 +3%
Kayne Anderson Rudnick Investment Management
1937
Kayne Anderson Rudnick Investment Management
California
$218K +$70K +258 +47%
BMCM
1938
Burns Matteson Capital Management
New York
$217K +$217K +801 New
DOA
1939
D'Orazio & Associates
Virginia
$217K +$62.7K +231 +41%
QTM
1940
qPULA Trading Management
New York
$217K +$217K +800 New
AIM
1941
Axiom Investment Management
New York
$216K -$64K -237 -23%
SIAP
1942
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$216K +$34K +125 +19%
WDC
1943
Woodward Diversified Capital
California
$216K +$216K +797 New
TA
1944
Trellis Advisors
Washington
$216K +$216K +797 New
NWS
1945
Newport Wealth Strategies
California
$215K +$215K +791 New
CWP
1946
Capital Wealth Planning
Florida
$214K -$121K -446 -36%
CF
1947
Clarity Financial
Texas
$214K -$9.51K -35 -4%
MFS
1948
Madrona Financial Services
Washington
$214K +$214K +790 New
TWP
1949
TFO Wealth Partners
Ohio
$214K +$214K +790 New
T
1950
TOBAM
France
$212K +$41.7K +154 +25%