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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 %
AAS
576
Avantax Advisory Services
Texas
$7.37M +$3.25M +12,860 +79%
RCP
577
Rothschild Capital Partners
New York
$7.35M
MSE
578
MUFG Securities EMEA
United Kingdom
$7.34M -$12.5M -49,562 -63%
CCP
579
Corient Capital Partners
California
$7.33M -$81.2K -323 -1%
ECM
580
Exchange Capital Management
Michigan
$7.31M +$24.6K +98 +0.3%
DJSG
581
D.J. St. Germain
Massachusetts
$7.29M -$81.2K -323 -1%
Wealthfront Advisers
582
Wealthfront Advisers
California
$7.28M +$1.3M +5,166 +22%
CI
583
Cigna Investments
Connecticut
$7.27M -$960K -3,822 -12%
SAM
584
SP Asset Management
California
$7.26M -$2.02M -7,770 -22%
NA
585
NewEdge Advisors
Louisiana
$7.23M +$654K +2,604 +10%
DY
586
Dowling & Yahnke
California
$7.15M -$187K -745 -3%
PAG
587
Private Advisor Group
New Jersey
$7.14M +$1.02M +4,507 +17%
CCT
588
Chemung Canal Trust
New York
$7.11M +$608K +2,420 +9%
RJT
589
Raymond James Trust
Florida
$7.1M +$347K +1,381 +5%
ZCM
590
Ziegler Capital Management
Illinois
$7.09M -$17.4M -69,293 -71%
TNB
591
TCF National Bank
South Dakota
$7.06M +$1.44M +5,738 +26%
AWS
592
AJ Wealth Strategies
New York
$7.06M -$3.33M -13,266 -32%
MIC
593
Means Investment Company
Maine
$7.02M +$381K +1,465 +6%
ECM
594
ETrade Capital Management
Virginia
$7M +$2.29M +9,128 +49%
AW
595
ACG Wealth
Georgia
$6.94M -$115K -459 -2%
AF
596
Arrow Financial
New York
$6.93M -$102K -405 -1%
TCOV
597
Trust Company of Vermont
Vermont
$6.9M +$105K +419 +2%
TFM
598
TPI Fund Managers
United Kingdom
$6.9M +$6.9M +27,463 New
PWS
599
Peloton Wealth Strategists
Indiana
$6.89M -$114K -453 -2%
TW
600
Transform Wealth
Colorado
$6.84M -$281K -1,118 -4%