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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 %
CCA
2126
Catalyst Capital Advisors
New York
$17K +$17K +64 New
TFA
2127
Toth Financial Advisory
Virginia
$16K
SAM
2128
Strategic Asset Management
Minnesota
$16K +$16K +60 New
TCM
2129
TD Capital Management
Tennessee
$15K
PCC
2130
Park Circle Company
Maryland
$15K +$15K +54 New
PP
2131
PrairieView Partners
Minnesota
$14K -$7K -25 -33%
LF
2132
Lee Financial
Texas
$14K +$8.78K +32 +168%
MIM
2133
Macroview Investment Management
Maryland
$14K +$14K +51 New
Simplex Trading
2134
Simplex Trading
Illinois
$12K
VRM
2135
Vectors Research Management
New York
$12K
DWA
2136
Delos Wealth Advisors
Texas
$12K +$1.36K +5 +13%
ARMC
2137
American Research & Management Company
Massachusetts
$11K
FQ
2138
First Quadrant
California
$11K +$11K +42 New
CWM
2139
Cranbrook Wealth Management
Michigan
$10K +$10K +36 New
SL
2140
Savior LLC
Massachusetts
$9K -$84.7K -320 -90%
RBC
2141
Roble Belko & Company
Pennsylvania
$9K
MWA
2142
Moser Wealth Advisors
Washington
$9K
AP
2143
Atwood & Palmer
Missouri
$9K +$9K +33 New
GPA
2144
Guidance Point Advisors
Massachusetts
$9K +$9K +38 New
BCM
2145
Bourgeon Capital Management
Connecticut
$8K
RIM
2146
Ranger Investment Management
Texas
$8K
SSC
2147
Syverson Strege & Co
Iowa
$8K
BA
2148
Bellwether Advisors
Nebraska
$8K +$8K +32 New
CWA
2149
Carolina Wealth Advisors
South Carolina
$7K -$8.62K -32 -55%
MFT
2150
Moisand Fitzgerald Tamayo
Florida
$7K +$2.63K +9 +60%