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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 %
KFS
1976
Kelly Financial Services
Massachusetts
$39K +$38.3K +9,360 +5,605%
LWA
1977
Lenox Wealth Advisors
New York
$38K -$8.83K -36 -19%
FPW
1978
Flagship Private Wealth
Massachusetts
$37K
CCA
1979
Column Capital Advisors
Indiana
$36K
WQ
1980
Wealth Quarterback
New Jersey
$36K +$36K +146 New
PCFFS
1981
Pacific Center for Financial Services
California
$35K
GLLW
1982
Graves Light Lenhart Wealth
Virginia
$35K +$7.97K +33 +29%
PO
1983
Private Ocean
California
$33K -$83.5K -344 -72%
LFG
1984
Larson Financial Group
Missouri
$33K -$17.3K -72 -34%
FBT
1985
First Bank & Trust
South Dakota
$32K -$63.8K -259 -67%
BAM
1986
Bellevue Asset Management
Washington
$32K -$485 -2 -1%
HFA
1987
HC Financial Advisors
California
$32K
JWBC
1988
John W. Brooker & Co
California
$32K
FPB
1989
First PREMIER Bank
South Dakota
$32K +$32K +130 New
APWA
1990
Atlas Private Wealth Advisors
New Jersey
$31K +$16.6K +68 +115%
MWC
1991
MBM Wealth Consultants
Missouri
$29K
ONST
1992
Old North State Trust
North Carolina
$28K +$24.6K +100 +714%
JWA
1993
JFS Wealth Advisors
Pennsylvania
$27K
CHA
1994
Carmichael Hill & Associates
Maryland
$27K
CMA
1995
Cedar Mountain Advisors
Oregon
$27K +$14.8K +61 +122%
TLCM
1996
Twin Lakes Capital Management
California
$26K -$81.9K -340 -76%
EWA
1997
Evolution Wealth Advisors
Florida
$26K -$28.4K -117 -52%
SWM
1998
Sugarloaf Wealth Management
Georgia
$26K +$7.7K +32 +42%
ECM
1999
Estabrook Capital Management
New York
$24.4K
CAL
2000
Capital Advisors Ltd
Ohio
$24K