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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 %
BCP
2001
Blue Chip Partners
Michigan
$144K
VC
2002
Vestor Capital
Illinois
$142K +$6.76K +25 +5%
JWA
2003
JFS Wealth Advisors
Pennsylvania
$139K +$109K +403 +366%
ACM
2004
Antonetti Capital Management
Florida
$139K +$139K +511 New
WPA
2005
West Paces Advisors
Georgia
$138K +$51.8K +191 +60%
MME
2006
Meag Munich Ergo
Germany
$136K -$6.89M -25,337 -98%
HRC
2007
Hoertkorn Richard Charles
$136K
MCM
2008
MV Capital Management
Maryland
$136K +$30.7K +113 +29%
KIG
2009
Kessler Investment Group
Indiana
$136K +$68K +250 +100%
CA
2010
Crewe Advisors
Utah
$135K +$4.07K +15 +3%
CDIA
2011
Capital Directions Investment Advisors
Georgia
$135K +$26K +96 +24%
KIG
2012
Kowal Investment Group
Wisconsin
$135K +$135K +498 New
LCM
2013
Logan Capital Management
Pennsylvania
$134K +$31.9K +118 +31%
DWP
2014
Destiny Wealth Partners
Florida
$132K +$132K +487 New
CWP
2015
Concord Wealth Partners
Virginia
$128K -$153K -566 -54%
HIM
2016
Hillsdale Investment Management
Ontario, Canada
$127K +$8.11K +30 +7%
MWM
2017
Mascoma Wealth Management
New Hampshire
$127K +$127K +467 New
HDIM
2018
Hanson & Doremus Investment Management
Vermont
$126K +$4.07K +15 +3%
FM
2019
Freemont Management
Switzerland
$126K +$126K +463 New
JWM
2020
Jackson Wealth Management
Florida
$125K +$28.1K +15,640 +29%
SAM
2021
S.A. Mason
Michigan
$124K +$124K +458 New
CB
2022
Community Bank
New York
$123K
POIA
2023
Pin Oak Investment Advisors
Texas
$121K
APP
2024
Alpha Paradigm Partners
Illinois
$120K -$1.66M -6,113 -93%
MCM
2025
Manchester Capital Management
Vermont
$120K -$1.63K -6 -1%