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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 %
MCM
1951
Marathon Capital Management
Maryland
$212K +$212K +781 New
KFGK
1952
Keystone Financial Group (Kentucky)
Kentucky
$211K +$211K +779 New
CCM
1953
Carlson Capital Management
Minnesota
$211K +$211K +779 New
PEA
1954
Pacific Edge Advisors
California
$210K -$20.8K -77 -9%
CAM
1955
Claret Asset Management
Quebec, Canada
$210K +$210K +773 New
CCB
1956
Cutter & Co Brokerage
Missouri
$208K +$208K +768 New
RF
1957
RHS Financial
California
$207K -$47.7K -176 -19%
GSC
1958
Ground Swell Capital
South Carolina
$207K -$30.1K -111 -13%
RWA
1959
RGT Wealth Advisors
Texas
$207K -$28.5K -105 -12%
TFM
1960
TFC Financial Management
Massachusetts
$207K
CBFP
1961
Cedar Brook Financial Partners
Ohio
$207K +$207K +763 New
BIA
1962
Bigelow Investment Advisors
Maine
$206K +$206K +760 New
SDWMA
1963
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K +$206K +761 New
CA
1964
Cornerstone Advisory
Maryland
$206K +$206K +761 New
BHBT
1965
Burke & Herbert Bank & Trust
Virginia
$205K +$205K +755 New
WAS
1966
Wealth Advisory Solutions
Indiana
$205K +$205K +756 New
FNB
1967
Farmers National Bank
Kentucky
$204K +$204K +918 New
BCA
1968
Biltmore Capital Advisors
New Jersey
$204K -$21.5K -79 -10%
MAWCM
1969
Mine & Arao Wealth Creation & Management
California
$204K +$543 +2 +0.3%
AS
1970
Altshuler Shaham
Israel
$204K +$116K +424 +131%
JAG
1971
Journey Advisory Group
Kentucky
$204K +$204K +753 New
BC
1972
Burney Company
Virginia
$204K +$204K +754 New
PAM
1973
Palisade Asset Management
Minnesota
$203K +$203K +747 New
SA
1974
Sicart Associates
New York
$203K +$203K +750 New
BWM
1975
Biltmore Wealth Management
Arizona
$202K +$202K +743 New