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Salesforce

2,055 hedge funds and large institutions have $223B invested in Salesforce in 2021 Q2 according to their latest regulatory filings, with 215 funds opening new positions, 941 increasing their positions, 677 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+83
Holders Change %
+4.21%
% of All Funds
35.88%
Holding in Top 10
99
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+25.32%
% of All Funds
1.73%
New
215
Increased
941
Reduced
677
Closed
105
Calls
$6.08B
Puts
$7.43B
Net Calls
-$1.35B
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Shares
Change %
DDC
2126
DF Dent & Co
Maryland
-$267K -1,259 Closed
DA
2127
DCF Advisers
Connecticut
-$265K -1,250 Closed
SNBOSD
2128
Security National Bank of So Dak
Iowa
-$235K -1,110 Closed
LI
2129
LVZ Inc
Michigan
-$234K -1,103 Closed
SIC
2130
Samalin Investment Counsel
New York
-$225K -1,065 Closed
FA
2131
Faithward Advisors
Pennsylvania
-$225K -1,064 Closed
CCI
2132
Credit Capital Investments
New Jersey
-$221K -1,043 Closed
FMI
2133
F/M Investments
District of Columbia
-$214K -1,011 Closed
SCA
2134
Sassicaia Capital Advisers
New York
-$212K -1,000 Closed
UBV
2135
United Bank (Virginia)
Virginia
-$212K -1,000 Closed
CCM
2136
Compass Capital Management
Minnesota
-$212K -1,000 Closed
IWA
2137
Intercontinental Wealth Advisors
Texas
-$212K -999 Closed
RRA
2138
Round Rock Advisors
Connecticut
-$205K -967 Closed
TWP
2139
TFO Wealth Partners
Ohio
-$189K -890 Closed
NIM
2140
NuWave Investment Management
New Jersey
-$187K -881 Closed
GSAM
2141
Grant Street Asset Management
Pennsylvania
-$171K -808 Closed
TCWM
2142
Total Clarity Wealth Management
Illinois
-$168K -795 Closed
SLF
2143
Sun Life Financial
Ontario, Canada
-$117K -554 Closed
DWP
2144
Destiny Wealth Partners
Florida
-$114K -537 Closed
MWM
2145
Mascoma Wealth Management
New Hampshire
-$99K -467 Closed
RFMS
2146
RWQ Financial Management Services
Florida
-$74K -350 Closed
MWP
2147
Meridian Wealth Partners
Pennsylvania
-$71K -337 Closed
MF
2148
Manchester Financial
California
-$66K -311 Closed
RWG
2149
Regal Wealth Group
California
-$51K -243 Closed
CAC
2150
Certified Advisory Corp
Florida
-$46K -216 Closed