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Salesforce

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
676
HL Financial Services
Kentucky
$2.07M +$837K +5,286 +68%
CAN
677
Cetera Advisor Networks
California
$2.07M +$545K +3,430 +36%
FFWA
678
FRG Family Wealth Advisors
Washington
$2.05M +$145K +915 +8%
CC
679
ClearArc Capital
Ohio
$2.03M -$52.4K -331 -3%
SC
680
Slow Capital
California
$2.03M -$17.7K -112 -0.9%
BCM
681
Boltwood Capital Management
California
$2.03M +$3.01K +19 +0.1%
DWA
682
Douglass Winthrop Advisors
New York
$2.02M -$950 -6 -0%
JWM
683
Jackson Wealth Management
Florida
$2.01M +$48K +303 +2%
TCOT
684
Trust Company of Toledo
Ohio
$2M +$43.6K +275 +2%
GCA
685
Genesee Capital Advisors
New York
$2M +$126K +794 +7%
PJSIMP
686
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2M -$47.3K -299 -2%
FAAS
687
First Allied Advisory Services
California
$1.99M +$163K +1,024 +9%
SWP
688
Stratos Wealth Partners
Ohio
$1.99M +$1.14M +7,173 +133%
FNT
689
First National Trust
Pennsylvania
$1.99M +$1.99M +12,574 New
IRF
690
IBM Retirement Fund
New York
$1.98M +$33.1K +209 +2%
LWS
691
Lucia Wealth Services
California
$1.98M +$128K +811 +7%
TSWM
692
Triangle Securities Wealth Management
North Carolina
$1.96M +$8.24K +52 +0.4%
SSI
693
Scott & Selber Inc
Texas
$1.94M +$1.94M +12,254 New
AF
694
Aldebaran Financial
$1.94M -$23.8K -150 -1%
VFA
695
Valeo Financial Advisors
Indiana
$1.92M +$53.8K +340 +3%
VFA
696
Voya Financial Advisors
Connecticut
$1.91M +$96.8K +624 +5%
AF
697
Ally Financial
Michigan
$1.9M -$1.27M -8,000 -40%
DTL
698
Dynamic Technology Lab
Singapore
$1.9M +$1.9M +11,973 New
KA
699
Kovack Advisors
Florida
$1.89M +$186K +1,173 +11%
BAM
700
Belpointe Asset Management
Nevada
$1.87M -$16.6K -105 -0.9%