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Salesforce

844 hedge funds and large institutions have $50.6B invested in Salesforce in 2017 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 331 increasing their positions, 314 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+32
Holders Change %
+3.94%
% of All Funds
21.04%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.92%
New
113
Increased
331
Reduced
314
Closed
68
Calls
$1.12B
Puts
$652M
Net Calls
+$465M
Net Calls Change
+$599M
Name Holding Trade Value Shares
Change
Shares
Change %
BS
676
Banco Santander
Spain
$240K -$25.3K -350 -10%
WAM
677
Wealthspire Advisors (Maryland)
Maryland
$234K -$466K -5,651 -67%
CCA
678
Cobblestone Capital Advisors
New York
$228K +$228K +2,770 New
CL
679
Choreo LLC
Illinois
$224K -$22K -3,911 -9%
GT
680
Glenview Trust
Kentucky
$224K +$224K +2,713 New
WCA
681
Westover Capital Advisors
Delaware
$224K +$224K +2,718 New
IC
682
Intersect Capital
California
$221K -$507K -6,150 -70%
ALIONA
683
Allianz Life Insurance of North America
Minnesota
$219K +$219K +2,650 New
HB
684
Homrich & Berg
Georgia
$219K +$219K +2,658 New
WF
685
Welch & Forbes
Massachusetts
$219K +$219K +2,666 New
PAS
686
Partnervest Advisory Services
California
$218K +$218K +2,645 New
PGFC
687
Peapack-Gladstone Financial Corp
New Jersey
$216K +$216K +2,624 New
WSFS
688
Wilmington Savings Fund Society
Delaware
$214K +$214K +2,600 New
CA
689
Cetera Advisors
Colorado
$212K +$212K +2,599 New
EA
690
Emerald Advisers
Pennsylvania
$211K +$211K +2,563 New
WPA
691
West Paces Advisors
Georgia
$211K +$165 +2 +0.1%
SC
692
Savant Capital
Illinois
$210K +$210K +2,544 New
GLI
693
Guardian Life Insurance
New York
$209K +$6.86K +83 +3%
RFS
694
Rockefeller Financial Services
New York
$206K
AL
695
Aspiriant LLC
California
$206K +$206K +2,499 New
CS
696
Credential Securities
$206K +$91.9K +1,114 +81%
WPP
697
Whalerock Point Partners
Rhode Island
$205K +$205K +2,490 New
IAA
698
Independent Advisor Alliance
North Carolina
$203K +$203K +2,378 New
OIA
699
Optimum Investment Advisors
Illinois
$203K +$203K +2,455 New
CBU
700
CIBC Bank USA
Illinois
$200K +$200K +2,434 New