CRM icon

Salesforce

642 hedge funds and large institutions have $40.2B invested in Salesforce in 2015 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 241 increasing their positions, 216 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+73
Holders Change %
+12.83%
% of All Funds
17.31%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.49%
New
115
Increased
241
Reduced
216
Closed
37
Calls
$755M
Puts
$518M
Net Calls
+$237M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
601
AlphaMark Advisors
Kentucky
$21K
CF
602
CenterStar Fund
Illinois
$21K
S
603
SignatureFD
Georgia
$21K +$3.89K +56 +23%
WA
604
WealthTrust-Arizona
Arizona
$20K
PO
605
Private Ocean
California
$18K -$3.92K -56 -18%
JWA
606
JFS Wealth Advisors
Pennsylvania
$18K -$2.3K -33 -11%
MCM
607
Manchester Capital Management
Vermont
$18K
IPC
608
Independent Portfolio Consultants
Florida
$18K +$10K +142 +126%
ED
609
Exane Derivatives
France
$17.8K -$204K -2,930 -92%
FANJ
610
Financial Architects (New Jersey)
New Jersey
$17K
BKA
611
Brick & Kyle Associates
Pennsylvania
$17K
FCT
612
Family Capital Trust
Massachusetts
$17K +$17K +250 New
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$15K
ClearBridge Investments
614
ClearBridge Investments
New York
$15K +$7.75K +110 +107%
GAM
615
Gemmer Asset Management
California
$14K
VNA
616
Valley National Advisers
Pennsylvania
$14K
WA
617
WFG Advisors
Texas
$14K +$5.13K +74 +58%
RFA
618
Reilly Financial Advisors
California
$13K
PFO
619
Pathstone Family Office
New Jersey
$13K +$13K +181 New
IP
620
Isthmus Partners
Wisconsin
$12K +$12K +178 New
Nuveen Asset Management
621
Nuveen Asset Management
Illinois
$11.5K +$1.25K +18,004 +12%
MPWT
622
MassMutual Private Wealth & Trust
Connecticut
$11K -$2.73K -47 -20%
CHP
623
Cable Hill Partners
Oregon
$11K
TWA
624
TCI Wealth Advisors
Arizona
$11K +$627 +9 +6%
RIA
625
Regal Investment Advisors
Michigan
$10K -$9.47K -142 -49%