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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 %
CPC
2026
Consolidated Planning Corp
Georgia
$120K +$120K +444 New
EARNEST Partners
2027
EARNEST Partners
Georgia
$118K +$4.6K +17 +4%
LWA
2028
Lenox Wealth Advisors
New York
$118K +$76K +280 +181%
LPIC
2029
LeJeune Puetz Investment Counsel
Michigan
$118K +$118K +434 New
JFGIW
2030
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K -$19.1K -70 -14%
LJHT
2031
Laurie J. Hall Trustee
$113K
BIA
2032
Bell Investment Advisors
California
$113K +$113K +416 New
TFIPS
2033
Towarzystwo Funduszy Inwestycyjnych PZU SA
$111K
CYG
2034
Clean Yield Group
Vermont
$110K
PMFA
2035
Plante Moran Financial Advisors
Michigan
$110K +$66K +243 +150%
IF
2036
Ironwood Financial
Arizona
$106K
MUMSS
2037
Mitsubishi UFJ Morgan Stanley Securities
Japan
$106K +$43.5K +160 +70%
JAM
2038
JCIC Asset Management
Ontario, Canada
$105K
GAAM
2039
Guinness Atkinson Asset Management
California
$103K
CHC
2040
City Holding Co
West Virginia
$102K +$40.9K +151 +67%
FA
2041
Fortis Advisors
Pennsylvania
$101K
BMD
2042
Better Money Decisions
New Mexico
$99K +$5.15K +19 +5%
ME
2043
McIlrath & Eck
Washington
$95K +$540 +2 +0.6%
BC
2044
Burleson & Co
California
$90K -$1.09K -4 -1%
BG
2045
Bollard Group
Massachusetts
$90K
CTB
2046
Country Trust Bank
Illinois
$90K +$8.43K +31 +10%
RA
2047
Resolute Advisors
California
$90K +$28K +103 +45%
HFA
2048
HC Financial Advisors
California
$88K +$52.1K +192 +145%
PHAM
2049
Portland Hill Asset Management
United Kingdom
$84K
EC
2050
Estate Counselors
Wisconsin
$83K