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Salesforce

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
526
Carillon Tower Advisers
Florida
$9.2M -$704K -2,800 -7%
KIA
527
KCM Investment Advisors
California
$9.06M +$382K +1,519 +4%
CC
528
Codex Capital
New York
$9.04M +$9.04M +36,000 New
KWMG
529
King Wealth Management Group
Florida
$9.02M +$212K +845 +2%
CIP
530
Chartwell Investment Partners
Pennsylvania
$9.02M -$9.3K -37 -0.1%
FNT
531
First National Trust
Pennsylvania
$9.01M +$683K +2,717 +8%
EWM
532
Evercore Wealth Management
New York
$9M +$65.1K +259 +0.7%
HCMT
533
Highland Capital Management (Tennessee)
Tennessee
$8.99M +$5.11M +20,349 +132%
GIM
534
Grassi Investment Management
California
$8.99M -$647K -2,575 -7%
DAM
535
Deltec Asset Management
New York
$8.88M
FLPIM
536
F.L. Putnam Investment Management
Massachusetts
$8.81M -$331K -1,315 -4%
AAM
537
Autus Asset Management
Arizona
$8.8M +$280K +1,116 +3%
CAM
538
Cozad Asset Management
Illinois
$8.8M -$516K -2,054 -6%
TCM
539
Twin Capital Management
Pennsylvania
$8.76M -$2.68M -10,649 -23%
M
540
MOTCO
Texas
$8.72M -$664K -2,641 -7%
EWM
541
Edge Wealth Management
New York
$8.65M -$871K -3,467 -9%
IAA
542
Independent Advisor Alliance
North Carolina
$8.63M +$5.78M +23,013 +204%
SW
543
SteelPeak Wealth
California
$8.6M +$6.3M +25,075 +274%
PWM
544
Perigon Wealth Management
California
$8.47M -$114K -454 -1%
MC
545
Moors & Cabot
Massachusetts
$8.47M +$1.48M +5,884 +21%
MIOT
546
Massachusetts Institute of Technology
Massachusetts
$8.37M
SFA
547
Sequoia Financial Advisors
Ohio
$8.32M -$2.82M -11,237 -25%
SC
548
Scholtz & Company
Connecticut
$8.29M -$75.9K -302 -0.9%
ET
549
Equitable Trust
Tennessee
$8.28M -$158K -628 -2%
MA
550
Montag & Associates
Georgia
$8.28M +$2.32M +9,219 +39%