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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 %
LSV Asset Management
2051
LSV Asset Management
Illinois
$81K
FCMT
2052
Founders Capital Management (Texas)
Texas
$81K
CC
2053
Corsicana & Co
Texas
$81K
WWM
2054
Wagner Wealth Management
South Carolina
$81K +$12K +40 +17%
WIA
2055
Wealthstreet Investment Advisors
Texas
$79K -$286K -1,050 -78%
MGIM
2056
M&G Investment Management
United Kingdom
$78.9K +$17.9K +65,957 +29%
AAP
2057
Arax Advisory Partners
Colorado
$78K -$165K -605 -68%
PCTC
2058
Perkins Coie Trust Company
Washington
$78K
Cohen & Steers
2059
Cohen & Steers
New York
$74K -$43K -158 -37%
IRC
2060
Investors Research Corp
Georgia
$74K
TI
2061
Truehand Inc
New Hampshire
$73K
HFM
2062
Hartford Financial Management
Connecticut
$72K +$2.72K +10 +4%
TVWM
2063
Tower View Wealth Management
Wisconsin
$71K +$3.55K +13 +5%
AWM
2064
Activest Wealth Management
Florida
$71K +$17.8K +65 +33%
CT
2065
Clearstead Trust
Maine
$70K +$543 +2 +0.8%
SIS
2066
Sound Income Strategies
Florida
$70K +$1.89K +7 +3%
GKWIM
2067
Gerber Kawasaki Wealth & Investment Management
California
$67K -$3.85M -3,850 -98%
EIP
2068
Ellis Investment Partners
Pennsylvania
$66K
CWA
2069
Clearview Wealth Advisors
Oregon
$65K +$21.1K +78 +48%
COCM
2070
Charter Oak Capital Management
New Hampshire
$64K +$19.1K +70 +42%
DAM
2071
Delta Asset Management
Tennessee
$63K
OSNBOA
2072
Old Second National Bank of Aurora
Illinois
$63K +$42.1K +155 +201%
SN
2073
Sittner & Nelson
Oregon
$62K
VCM
2074
Vigilant Capital Management
Maine
$61K
IWA
2075
IBEX Wealth Advisors
New Jersey
$59K +$59K +216 New