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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 %
TW
576
Transform Wealth
Colorado
$5.31M +$154K +822 +3%
RMA
577
Roffman Miller Associates
Pennsylvania
$5.3M +$750K +4,004 +17%
SG Americas Securities
578
SG Americas Securities
New York
$5.29M -$5.69M -30,399 -52%
AW
579
ACG Wealth
Georgia
$5.26M +$4.58M +24,443 +670%
AF
580
Arrow Financial
New York
$5.25M -$131K -698 -2%
PWS
581
Peloton Wealth Strategists
Indiana
$5.22M +$309K +1,650 +6%
MC
582
Moors & Cabot
Massachusetts
$5.21M +$941K +5,026 +22%
MPA
583
Marvin & Palmer Associates
Delaware
$5.15M +$886K +4,732 +21%
RE
584
RBC Europe
United Kingdom
$5.13M +$73.8K +394 +1%
TCOV
585
Trust Company of Vermont
Vermont
$5.07M -$1.47M -7,838 -22%
PAG
586
Private Advisor Group
New Jersey
$5.06M +$568K +3,030 +13%
LFAS
587
Level Four Advisory Services
Texas
$5.05M +$2.23M +11,888 +79%
RJT
588
Raymond James Trust
Florida
$5.03M +$615K +3,284 +14%
SC
589
SouthState Corp
Florida
$4.98M -$690K -3,685 -12%
EDRH
590
Edmond de Rothschild Holding
Switzerland
$4.97M -$1.62M -8,658 -25%
Hudson Bay Capital Management
591
Hudson Bay Capital Management
Connecticut
$4.95M -$2.45M -13,100 -33%
GC
592
Garde Capital
Washington
$4.93M +$1.94M +10,367 +65%
AC
593
Allstate Corporation
Illinois
$4.92M -$623K -3,325 -11%
NA
594
NewEdge Advisors
Louisiana
$4.9M +$3.02M +16,141 +161%
CCM
595
Covington Capital Management
California
$4.9M +$2.04M +10,894 +71%
MIC
596
Means Investment Company
Maine
$4.9M +$112K +582 +2%
Lord, Abbett & Co
597
Lord, Abbett & Co
New Jersey
$4.85M +$973K +5,192 +25%
CCT
598
Chemung Canal Trust
New York
$4.84M +$3.26M +17,378 +205%
ISB
599
Iowa State Bank
Iowa
$4.82M -$700K -3,738 -13%
AP
600
Advisor Partners
California
$4.79M +$326K +1,743 +7%