CRM icon

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 %
HR
1976
Howe & Rusling
New York
$201K -$1.09K -4 -0.5%
ACA
1977
Affinity Capital Advisors
California
$200K +$200K +738 New
JC
1978
Jacobs & Co
California
$200K +$200K +741 New
HIIFS
1979
Harel Insurance Investments & Financial Services
Israel
$197K -$3.91M -14,431 -95%
GWS
1980
Glassman Wealth Services
Virginia
$197K +$34.1K +126 +21%
BFC
1981
Bedel Financial Consulting
Indiana
$187K +$542 +2 +0.3%
SIMG
1982
Stephens Investment Management Group
Texas
$184K
PCH
1983
Polar Capital Holdings
United Kingdom
$182K +$64.6K +238,050 +55%
BDWM
1984
Brewin Dolphin Wealth Management
Ireland
$180K +$20.3K +75 +13%
FMII
1985
Farmers & Merchants Investments Inc
Nebraska
$180K +$44.7K +165 +33%
BWM
1986
Baystate Wealth Management
Massachusetts
$175K -$4.34K -16 -2%
HWM
1987
Holloway Wealth Management
Florida
$173K -$156K
IFAM
1988
Institutional & Family Asset Management
Colorado
$171K +$24.1K +89 +16%
VCM
1989
Versant Capital Management
Arizona
$170K +$1.09K +4 +0.6%
OIA
1990
Optimum Investment Advisors
Illinois
$163K -$70.6K -260 -30%
BCM
1991
Blume Capital Management
California
$163K
ACA
1992
Atlas Capital Advisors
Wyoming
$160K
HI
1993
Hudock Inc
Pennsylvania
$159K +$13.5K +50 +9%
AIM
1994
Arcadia Investment Management
Michigan
$152K +$136K +500 +833%
WIM
1995
Westside Investment Management
California
$152K +$3.6K +34 +2%
BWM
1996
BerganKDV Wealth Management
Minnesota
$151K +$42.6K +157 +39%
PWM
1997
Prentice Wealth Management
New York
$149K -$3.25K -12 -2%
FCB
1998
First Command Bank
Texas
$149K +$2.7K +10 +2%
FCFS
1999
First Command Financial Services
Texas
$149K +$2.7K +10 +2%
RFWA
2000
RPg Family Wealth Advisory
Massachusetts
$146K