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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 %
AAS
676
Avantax Advisory Services
Texas
$1.86M +$218K +1,438 +13%
SS
677
Sunbelt Securities
Texas
$1.85M +$195K +1,285 +12%
CI
678
Conning Inc
Connecticut
$1.84M -$739K -4,870 -29%
CCP
679
Corient Capital Partners
California
$1.83M +$109K +719 +6%
NB
680
NBT Bank
New York
$1.8M +$46.3K +305 +3%
SBH
681
Segall Bryant & Hamill
Illinois
$1.79M +$706K +4,654 +65%
OWD
682
Osborn Williams & Donohoe
Ohio
$1.78M +$45.5K +300 +3%
JRP
683
Jasper Ridge Partners
California
$1.78M +$256K +1,686 +17%
STA
684
Summit Trail Advisors
New York
$1.77M
CC
685
ClearArc Capital
Ohio
$1.76M -$182K -1,201 -9%
S
686
Surevest
California
$1.76M -$341K -2,249 -16%
TCOT
687
Trust Company of Toledo
Ohio
$1.75M -$171K -1,127 -9%
GEM
688
Global Endowment Management
North Carolina
$1.75M +$1.75M +11,500 New
FDCDDQ
689
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.74M +$5.16K +34 +0.3%
TH
690
TCTC Holdings
Texas
$1.74M
WIA
691
Wealthstreet Investment Advisors
Texas
$1.72M +$137K +900 +9%
WAOTB
692
Wealth Advisors of Tampa Bay
Florida
$1.71M -$284K -1,873 -14%
CA
693
Cetera Advisors
Colorado
$1.7M +$70.3K +460 +4%
BAM
694
Belpointe Asset Management
Nevada
$1.69M -$101K -663 -6%
BRWA
695
B. Riley Wealth Advisors
Florida
$1.69M +$300K +1,977 +22%
EWM
696
Edge Wealth Management
New York
$1.69M +$338K +2,242 +25%
S
697
Seeyond
France
$1.68M -$763K -5,029 -31%
H
698
HoyleCohen
California
$1.67M +$127K +835 +8%
LCP
699
Legacy Capital Partners
Wisconsin
$1.65M -$141K -930 -8%
DA
700
Dillon & Associates
Michigan
$1.64M +$572K +3,765 +53%