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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 %
DWA
2026
Delos Wealth Advisors
Texas
$10K +$10K +39 New
ACM
2027
Anfield Capital Management
California
$10K +$10K +40 New
RBC
2028
Roble Belko & Company
Pennsylvania
$8K
MWA
2029
Moser Wealth Advisors
Washington
$8K
BCM
2030
Bourgeon Capital Management
Connecticut
$7K
RIM
2031
Ranger Investment Management
Texas
$7K
AA
2032
AlphaMark Advisors
Kentucky
$7K
SSC
2033
Syverson Strege & Co
Iowa
$7K
EWM
2034
Elite Wealth Management
Washington
$6.37K +$794 +3,250 +14%
GFPC
2035
Global Financial Private Client
Florida
$5.64K
TF
2036
TimeScale Financial
Massachusetts
$5K -$6.59K -29 -57%
FEG
2037
Financial Enhancement Group
Indiana
$5K -$2.63K -10 -34%
IWP
2038
IAG Wealth Partners
Wisconsin
$5K
LF
2039
Lee Financial
Texas
$5K +$5K +19 New
JIR
2040
James Investment Research
Ohio
$4K
TFS
2041
TrustCore Financial Services
Tennessee
$4K
MFT
2042
Moisand Fitzgerald Tamayo
Florida
$4K
PP
2043
Pacifica Partners
Canada
$4K
LPWM
2044
Lake Point Wealth Management
Texas
$4K +$4K +15 New
Walleye Capital
2045
Walleye Capital
New York
$4K +$4K +16,355 New
H
2046
HoyleCohen
California
$3.67K +$123 +504 +3%
JPLA
2047
Joseph P. Lucia & Associates
New York
$3K
FI
2048
FormulaFolio Investments
Michigan
$3K +$3K +12 New
LWA
2049
Lowe Wealth Advisors
Maryland
$2K
DI
2050
Disciplined Investments
Oklahoma
$2K