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Salesforce

1,693 hedge funds and large institutions have $139B invested in Salesforce in 2020 Q2 according to their latest regulatory filings, with 223 funds opening new positions, 763 increasing their positions, 541 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,693
Holders Change
+83
Holders Change %
+5.16%
% of All Funds
34.8%
Holding in Top 10
92
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.12%
% of All Funds
1.89%
New
223
Increased
763
Reduced
541
Closed
125
Calls
$2.07B
Puts
$2.78B
Net Calls
-$711M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
501
Nelson Capital Management
California
$7.36M +$1.5K +8 +0%
CTC
502
Central Trust Company
Missouri
$7.33M +$307K +1,641 +4%
LSERS
503
Louisiana State Employees Retirement System
Louisiana
$7.25M +$187K +1,000 +3%
GIM
504
Grassi Investment Management
California
$7.18M -$93.7K -500 -1%
BCM
505
Barometer Capital Management
Ontario, Canada
$7.16M +$7.16M +38,200 New
AIM
506
Allen Investment Management
New York
$7.11M +$59.9K +320 +0.9%
EWM
507
Edge Wealth Management
New York
$7.1M +$4.99M +26,662 +238%
EAM
508
Erste Asset Management
Austria
$7.08M +$973K +5,310 +16%
NEI
509
Northwest & Ethical Investments
Ontario, Canada
$7.05M +$2.42M +12,915 +52%
BUB
510
BBVA USA Bancshares
Texas
$7.02M +$4.35M +23,227 +163%
M
511
MOTCO
Texas
$6.99M +$6.97M +37,217 +35,445%
LC
512
Lunia Capital
Texas
$6.94M -$4.95M -26,400 -42%
CAM
513
Cozad Asset Management
Illinois
$6.94M -$121K -644 -2%
SWP
514
Stratos Wealth Partners
Ohio
$6.88M +$482K +2,571 +8%
UBPAM
515
Union Bancaire Privee Asset Management
New York
$6.86M +$928K +4,956 +16%
BCV
516
Banque Cantonale Vaudoise
Switzerland
$6.82M -$1.87K -10 -0%
WSTAM
517
Wilbanks Smith & Thomas Asset Management
Virginia
$6.82M +$707K +3,773 +12%
FLPIM
518
F.L. Putnam Investment Management
Massachusetts
$6.81M +$3.62M +19,315 +113%
CWP
519
CFM Wealth Partners
Texas
$6.79M +$62.9K +336 +0.9%
SC
520
Sepio Capital
Utah
$6.79M +$2.95M +15,761 +77%
CIP
521
Chartwell Investment Partners
Pennsylvania
$6.73M +$663K +3,537 +11%
JWM
522
Jackson Wealth Management
Florida
$6.69M +$610K +3,257 +10%
SAM
523
SP Asset Management
California
$6.68M +$6.68M +35,663 New
EWM
524
Evercore Wealth Management
New York
$6.66M +$235K +1,252 +4%
PA
525
Parallel Advisors
California
$6.63M +$1.1M +5,873 +20%