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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 %
SN
1951
Sittner & Nelson
Oregon
$56K
WWM
1952
Wagner Wealth Management
South Carolina
$56K +$14.5K +60 +35%
RA
1953
Resolute Advisors
California
$56K +$24.3K +99 +77%
MUMSS
1954
Mitsubishi UFJ Morgan Stanley Securities
Japan
$56K +$56K +230 New
CHC
1955
City Holding Co
West Virginia
$55K
VCM
1956
Vigilant Capital Management
Maine
$55K
MGIM
1957
M&G Investment Management
United Kingdom
$55K +$54.3K +222,378 +7,703%
SWM
1958
Selective Wealth Management
Virginia
$53K +$3.42K +14 +7%
TCWA
1959
Ten Capital Wealth Advisors
Washington
$53K +$7.33K +30 +16%
HFS
1960
HBC Financial Services
Washington
$49K -$2.33K -10 -5%
APC
1961
Aspire Private Capital
North Carolina
$49K
Nisa Investment Advisors
1962
Nisa Investment Advisors
Missouri
$48.8K -$1.78K -7,269 -4%
AWM
1963
Activest Wealth Management
Florida
$48K -$2.22K -9 -4%
PWP
1964
Personal Wealth Partners
Minnesota
$48K +$48K +195 New
AS
1965
Altshuler Shaham
Israel
$45K +$45K +323 New
TIM
1966
Tortoise Investment Management
New York
$44K +$31.7K +129 +258%
CH
1967
Canton Hathaway
Rhode Island
$43K
TC
1968
Tacita Capital
Ontario, Canada
$43K +$43K +174 New
TC
1969
Trust Company
Kansas
$42K
MG
1970
MilWealth Group
Wisconsin
$40.3K
PMFA
1971
Plante Moran Financial Advisors
Michigan
$40K -$276K -1,117 -87%
CWA
1972
Clearview Wealth Advisors
Oregon
$40K -$1.98K -8 -5%
COCM
1973
Charter Oak Capital Management
New Hampshire
$40K
DSC
1974
Duncker Streett & Co
Missouri
$40K +$10.6K +43 +36%
WLPWM
1975
Walled Lake Planning & Wealth Management
Illinois
$39K