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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 %
MWC
2101
MBM Wealth Consultants
Missouri
$32K
ONST
2102
Old North State Trust
North Carolina
$31K
BAM
2103
Bellevue Asset Management
Washington
$30K -$6K -22 -17%
APWA
2104
Atlas Private Wealth Advisors
New Jersey
$30K -$4.64K -17 -13%
CMA
2105
Cedar Mountain Advisors
Oregon
$30K
RG
2106
Retirement Group
California
$30K +$3.27K +12 +12%
JPLA
2107
Joseph P. Lucia & Associates
New York
$30K +$26.5K +99 +762%
TLCM
2108
Twin Lakes Capital Management
California
$29K
ECM
2109
Estabrook Capital Management
New York
$27.1K
DAC
2110
Dividend Assets Capital
South Carolina
$27K
CAL
2111
Capital Advisors Ltd
Ohio
$27K
FMP
2112
Financial Management Professionals
Texas
$27K +$535 +2 +2%
TAM
2113
Tucker Asset Management
Colorado
$25.2K -$3.3K -11 -12%
SCA
2114
Stuart Chaussee & Associates
California
$25K
CCC
2115
Crescent Capital Consulting
Louisiana
$25K
SC
2116
Steph & Co
Wisconsin
$24K
PK
2117
Pflug Koory
Nebraska
$24K +$2.43K +9 +11%
FNBOSM
2118
First National Bank of South Miami
Florida
$23K
AWM
2119
Avondale Wealth Management
Texas
$22K
CAC
2120
Core Alternative Capital
Georgia
$21K +$21K +77 New
PP
2121
Pacifica Partners
Canada
$19K +$14.2K +50 +294%
FP
2122
Financial Perspectives
Minnesota
$19K +$19K +70 New
SFP
2123
Sterling Financial Planning
New Jersey
$18K
AA
2124
AlphaMark Advisors
Kentucky
$18K +$10.1K +38 +127%
KFS
2125
Kelly Financial Services
Massachusetts
$17.6K -$2.57M -9,462 -99%