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Salesforce

1,373 hedge funds and large institutions have $99.2B invested in Salesforce in 2019 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 668 increasing their positions, 409 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
-37
Holders Change %
-2.62%
% of All Funds
29.87%
Holding in Top 10
75
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-25.74%
% of All Funds
1.63%
New
112
Increased
668
Reduced
409
Closed
131
Calls
$1.76B
Puts
$2.12B
Net Calls
-$356M
Net Calls Change
-$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
626
Panagora Asset Management
Massachusetts
$2.37M -$398K -2,625 -14%
LIA
627
LS Investment Advisors
Michigan
$2.33M +$60.7K +400 +3%
IAS
628
IMA Advisory Services
Colorado
$2.33M +$2.33M +15,327 +117,900%
PAM
629
Pegasus Asset Management
New York
$2.32M +$8.35K +55 +0.4%
LSPW
630
Lake Street Private Wealth
Illinois
$2.29M +$142K +934 +7%
SPPAM
631
Summit Partners Public Asset Management
Massachusetts
$2.28M -$8.8M -58,000 -79%
MS
632
Mizuho Securities
Japan
$2.27M +$659K +4,340 +41%
RIA
633
Regal Investment Advisors
Michigan
$2.27M -$1.67K -11 -0.1%
CG
634
Cutler Group
California
$2.27M -$9.28M -61,215 -80%
CNC
635
Citizens & Northern Corp
Pennsylvania
$2.25M +$593K +3,911 +36%
AI
636
Atria Investments
North Carolina
$2.24M +$176K +1,254 +9%
BCP
637
Blackhawk Capital Partners
Wisconsin
$2.24M +$27.2K +179 +1%
AWM
638
AE Wealth Management
Kansas
$2.22M +$1.36M +8,941 +157%
CLOS
639
Compagnie Lombard Odier SCmA
Switzerland
$2.21M +$663K +4,375 +43%
CBT
640
Central Bank & Trust
Kentucky
$2.2M -$146K -963 -6%
BAS
641
Brown Advisory Securities
Maryland
$2.2M -$540K -3,560 -20%
LSA
642
L & S Advisors
California
$2.19M -$1.65M -10,895 -43%
LMGAM
643
Liberty Mutual Group Asset Management
Massachusetts
$2.17M +$2.17M +14,331 New
MIAN
644
Mariner Independent Advisor Network
Kansas
$2.17M -$12.7K -83 -0.6%
PFM
645
Patton Fund Management
Texas
$2.16M +$2.16M +14,261 New
SSWM
646
Sheets Smith Wealth Management
North Carolina
$2.16M +$431K +2,843 +25%
SL
647
Signition LP
New York
$2.16M -$19.7K -130 -0.9%
VFA
648
Valeo Financial Advisors
Indiana
$2.15M +$313K +2,063 +17%
CC
649
Crosslink Capital
California
$2.15M -$6.39M -42,080 -75%
AF
650
Aldebaran Financial
$2.14M +$288K +1,900 +16%