CRM icon

Salesforce

663 hedge funds and large institutions have $40.2B invested in Salesforce in 2015 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 320 increasing their positions, 180 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+21
Holders Change %
+3.27%
% of All Funds
18.53%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.67%
New
83
Increased
320
Reduced
180
Closed
59
Calls
$654M
Puts
$512M
Net Calls
+$142M
Net Calls Change
-$94.7M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
601
Rational Advisors
New York
$45K
Manulife (Manufacturers Life Insurance)
602
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.8K +$2.02K +29,113 +5%
SSB
603
Sandy Spring Bank
Maryland
$39K
AF
604
Allworth Financial
California
$35K
S
605
SignatureFD
Georgia
$34K +$12.9K +185 +61%
FHA
606
First Horizon Advisors
Tennessee
$33K +$9.63K +140 +41%
AC
607
Alexandria Capital
Virginia
$32K
VCM
608
Vigilant Capital Management
Maine
$31K +$31K +450 New
JIC
609
Joel Isaacson & Co
New York
$30K
RIA
610
Regal Investment Advisors
Michigan
$30K +$19.9K +295 +197%
KF
611
Krilogy Financial
Missouri
$30K +$30K +425 New
PFBT
612
Parkside Financial Bank & Trust
Missouri
$30K +$30K +439 New
FWM
613
Focused Wealth Management
New York
$28K
SIM
614
Sonora Investment Management
Arizona
$26K +$26K +380 New
TSU
615
TD Securities (USA)
New York
$25K -$17.4M -246,557 -100%
EFSCE
616
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$1.04K +15 +5%
IMS
617
Index Management Solutions
Pennsylvania
$21K -$433K -6,353 -95%
KTC
618
Kistler-Tiffany Companies
Pennsylvania
$21K
AA
619
AlphaMark Advisors
Kentucky
$21K
GAM
620
Gemmer Asset Management
California
$21K +$6.44K +92 +44%
CFA
621
Camarda Financial Advisors
Florida
$21K +$21K +300 New
HF
622
Hoxton Financial
West Virginia
$21K +$21K +300 New
SIG
623
Stanford Investment Group
California
$21K +$21K +300 New
QCG
624
Quadrant Capital Group
Ohio
$20K -$12.5K -219 -38%
IPC
625
Independent Portfolio Consultants
Florida
$18K