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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 %
CAL
2001
Capital Advisors Ltd
Ohio
$24K
RG
2002
Retirement Group
California
$24K +$245 +1 +1%
FMP
2003
Financial Management Professionals
Texas
$24K +$1.94K +8 +9%
PWS
2004
Paragon Wealth Strategies
Florida
$24K +$24K +98 New
TAM
2005
Tucker Asset Management
Colorado
$23.2K +$22.7K +93 +4,650%
SCA
2006
Stuart Chaussee & Associates
California
$22K -$4.59K -19 -17%
CCC
2007
Crescent Capital Consulting
Louisiana
$22K +$4.54K +19 +26%
SC
2008
Steph & Co
Wisconsin
$21K
CAM
2009
Costello Asset Management
Pennsylvania
$21K
FNBOSM
2010
First National Bank of South Miami
Florida
$21K +$6.11K +25 +41%
AWM
2011
Avondale Wealth Management
Texas
$20K
PK
2012
Pflug Koory
Nebraska
$20K
OSNBOA
2013
Old Second National Bank of Aurora
Illinois
$19K
FPFS
2014
First Personal Financial Services
North Carolina
$18K
PP
2015
PrairieView Partners
Minnesota
$18K
ST
2016
Sageworth Trust
Pennsylvania
$17K
MAM
2017
McCarthy Asset Management
California
$17K
SFP
2018
Sterling Financial Planning
New Jersey
$16K
TFA
2019
Toth Financial Advisory
Virginia
$15K -$5K -20 -25%
AIM
2020
Arcadia Investment Management
Michigan
$15K +$10.8K +43 +253%
CWA
2021
Carolina Wealth Advisors
South Carolina
$14K
TCM
2022
TD Capital Management
Tennessee
$13K
Simplex Trading
2023
Simplex Trading
Illinois
$12K -$14.1M -58,917 -100%
VRM
2024
Vectors Research Management
New York
$11K +$11K +45 New
ARMC
2025
American Research & Management Company
Massachusetts
$10K