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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 %
HFS
2076
HBC Financial Services
Washington
$56K -$1.37K -5 -2%
TCWA
2077
Ten Capital Wealth Advisors
Washington
$55K -$3.51K -13 -6%
Nisa Investment Advisors
2078
Nisa Investment Advisors
Missouri
$54.5K +$353 +1,300 +0.7%
APC
2079
Aspire Private Capital
North Carolina
$54K
TIM
2080
Tortoise Investment Management
New York
$49K
TC
2081
Tacita Capital
Ontario, Canada
$47K
CCA
2082
Column Capital Advisors
Indiana
$47K +$7.52K +28 +19%
TC
2083
Trust Company
Kansas
$46K
SWM
2084
Sugarloaf Wealth Management
Georgia
$46K +$16.6K +61 +56%
MAM
2085
McCarthy Asset Management
California
$46K +$27.4K +102 +148%
WQ
2086
Wealth Quarterback
New Jersey
$45K +$5.18K +19 +13%
CHA
2087
Carmichael Hill & Associates
Maryland
$45K +$15.2K +56 +51%
MG
2088
MilWealth Group
Wisconsin
$44.8K
DSC
2089
Duncker Streett & Co
Missouri
$44K
WLPWM
2090
Walled Lake Planning & Wealth Management
Illinois
$44K +$273 +1 +0.6%
LFG
2091
Larson Financial Group
Missouri
$42K +$4.64K +17 +12%
CAM
2092
Costello Asset Management
Pennsylvania
$42K +$19.1K +70 +83%
GLLW
2093
Graves Light Lenhart Wealth
Virginia
$41K +$1.63K +6 +4%
MA
2094
MCF Advisors
Kentucky
$39K +$39K +143 New
FPFS
2095
First Personal Financial Services
North Carolina
$36K +$16.4K +60 +83%
FPB
2096
First PREMIER Bank
South Dakota
$35K
FBT
2097
First Bank & Trust
South Dakota
$35K
JWBC
2098
John W. Brooker & Co
California
$35K
MHR
2099
Matthew Hamilton Rosenberg
$34K +$34K +125 New
PO
2100
Private Ocean
California
$33K -$4.09K -15 -11%