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Salesforce

1,972 hedge funds and large institutions have $151B invested in Salesforce in 2021 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 963 increasing their positions, 648 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,972
Holders Change
-6
Holders Change %
-0.3%
% of All Funds
34.72%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.39%
New
184
Increased
963
Reduced
648
Closed
170
Calls
$5.95B
Puts
$7.12B
Net Calls
-$1.18B
Net Calls Change
+$585M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
2076
WESPAC Advisors
California
-$247K -1,111 Closed
RI
2077
Ridgewood Investments
New Jersey
-$279K -1,109 Closed
HTC
2078
Haverford Trust Company
Pennsylvania
-$243K -1,092 Closed
SW
2079
SlateStone Wealth
Florida
-$243K -1,090 Closed
SFP
2080
Strategic Financial Planning
Texas
-$233K -1,049 Closed
GAG
2081
GM Advisory Group
New York
-$232K -1,042 Closed
PAA
2082
Peregrine Asset Advisers
Oregon
-$227K -1,022 Closed
IAP
2083
Indie Asset Partners
Indiana
-$225K -1,010 Closed
BCA
2084
Biltmore Capital Advisors
New Jersey
-$224K -1,006 Closed
OCM
2085
Oakwood Capital Management
California
-$224K -1,005 Closed
MWM
2086
Modera Wealth Management
New Jersey
-$218K -980 Closed
BAM
2087
Bruderman Asset Management
New York
-$218K -978 Closed
FFA
2088
Founders Financial Alliance
North Carolina
-$219K -976 Closed
BCM
2089
Breiter Capital Management
Florida
-$217K -975 Closed
RWM
2090
RBA Wealth Management
California
-$217K -973 Closed
CSPIA
2091
Cary Street Partners Investment Advisory
Virginia
-$216K -971 Closed
Fiera Capital (Canada)
2092
Fiera Capital (Canada)
Quebec, Canada
-$215K -970 Closed
WFA
2093
Wellspring Financial Advisors
Ohio
-$215K -968 Closed
CIM
2094
Contravisory Investment Management
Massachusetts
-$212K -952 Closed
CWA
2095
Capital Wealth Alliance
Arizona
-$221K -942 Closed
DACS
2096
Dymon Asia Capital (Singapore)
Singapore
-$209K -940 Closed
P
2097
Palladiem
Pennsylvania
-$209K -939 Closed
FNBOO
2098
First National Bank of Omaha
Nebraska
-$207K -932 Closed
AWP
2099
Abacus Wealth Partners
California
-$207K -929 Closed
CFC
2100
Coyle Financial Counsel
Illinois
-$205K -920 Closed