CRM icon

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 %
YAL
2151
Your Advocates Ltd
Texas
$7K +$7K +24 New
GFPC
2152
Global Financial Private Client
Florida
$6.33K
TF
2153
TimeScale Financial
Massachusetts
$6K
IWP
2154
IAG Wealth Partners
Wisconsin
$6K
PCA
2155
Providence Capital Advisors
North Carolina
$6K +$5.71K +20 +2,000%
Walleye Capital
2156
Walleye Capital
New York
$5.03K +$599 +2,207 +13%
ST
2157
Sageworth Trust
Pennsylvania
$5K -$12.5K -50 -71%
JIR
2158
James Investment Research
Ohio
$5K
FEG
2159
Financial Enhancement Group
Indiana
$5K
LPWM
2160
Lake Point Wealth Management
Texas
$5K +$1.25K +5 +33%
LWA
2161
Lowe Wealth Advisors
Maryland
$5K +$2.78K +10 +125%
CA
2162
Centerpoint Advisors
Massachusetts
$4K +$4K +15 New
DI
2163
Disciplined Investments
Oklahoma
$3K +$600 +2 +25%
CFO
2164
CVA Family Office
Colorado
$2K -$380K -1,709 -99%
IPW
2165
IronBridge Private Wealth
Texas
$2K +$2K +7 New
BBHC
2166
Brown Brothers Harriman & Co
New York
$1.5K +$38 +140 +3%
UFF
2167
USA Financial Formulas
Michigan
$1K
AFS
2168
Annapolis Financial Services
Maryland
$1K
JMF
2169
Johnson Midwest Financial
Iowa
$1K +$1K +5 New
RTL
2170
Red Tortoise LLC
Georgia
$1K +$1K +8 New
LIA
2171
LBMC Investment Advisors
Tennessee
$277 +$259 +27,579 +1,416%
Renaissance Technologies
2172
Renaissance Technologies
New York
-$253M -1,035,181 Closed
Group One Trading
2173
Group One Trading
Illinois
-$51.1M -209,351 Closed
HCM
2174
HMI Capital Management
California
-$39.1M -159,916 Closed
E
2175
Ergoteles
New York
-$35.9M -146,933 Closed