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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 %
PSC
601
Prentiss Smith & Co
Vermont
$4.71M +$4.71M +25,152 New
SLI
602
Sumitomo Life Insurance
Japan
$4.71M -$406K -2,166 -8%
CC
603
Centiva Capital
New York
$4.69M -$3.7M -19,774 -44%
OAM
604
Ostrum Asset Management
France
$4.69M +$1.07M +5,700 +30%
KCM
605
Kornitzer Capital Management
Kansas
$4.69M -$177K -946 -4%
MUAMU
606
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.68M +$937K +5,000 +25%
NIA
607
Northstar Investment Advisors
Colorado
$4.65M -$56.8K -303 -1%
EIM
608
Essex Investment Management
Massachusetts
$4.62M +$2.83M +15,112 +158%
OSIA
609
O'Shares Investment Advisers
Massachusetts
$4.55M +$3.49M +18,628 +328%
BAM
610
Belpointe Asset Management
Nevada
$4.55M +$1.28M +6,823 +39%
OCM
611
Oakwood Capital Management
California
$4.5M +$134K +717 +3%
SAM
612
Shikiar Asset Management
New York
$4.47M -$227K -1,210 -5%
Wealthfront Advisers
613
Wealthfront Advisers
California
$4.46M +$1.67M +8,892 +60%
MA
614
Montag & Associates
Georgia
$4.45M -$62.4K -333 -1%
WF
615
WoodTrust Financial
Wisconsin
$4.4M +$1.72M +9,160 +64%
MCM
616
Murphy Capital Management
New Jersey
$4.38M -$222K -1,185 -5%
CAPTRUST Financial Advisors
617
CAPTRUST Financial Advisors
North Carolina
$4.37M -$25.9M -135,231 -86%
FHB
618
First Hawaiian Bank
Hawaii
$4.36M -$2.17M -11,576 -33%
HCA
619
Harbour Capital Advisors
Virginia
$4.35M +$59K +315 +1%
DBT
620
Dubuque Bank & Trust
Iowa
$4.34M -$391K -2,085 -8%
AAM
621
Advisors Asset Management
Colorado
$4.32M +$37.5K +200 +0.9%
JAM
622
Jupiter Asset Management
United Kingdom
$4.22M +$4.22M +22,509 New
KCM
623
Karp Capital Management
California
$4.21M +$149K +798 +4%
SPC
624
Sigma Planning Corp
Michigan
$4.21M +$215K +1,147 +5%
ASN
625
Advisory Services Network
Georgia
$4.19M +$521K +2,784 +14%