CRM icon

Salesforce

790 hedge funds and large institutions have $47.4B invested in Salesforce in 2016 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 326 increasing their positions, 281 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+28
Holders Change %
+3.67%
% of All Funds
21.11%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.94%
New
88
Increased
326
Reduced
281
Closed
51
Calls
$821M
Puts
$549M
Net Calls
+$271M
Net Calls Change
-$3.46M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
701
Integrated Wealth Management
California
$65K -$13.6K -172 -17%
CFA
702
Carroll Financial Associates
North Carolina
$65K +$4.7K +60 +8%
AIC
703
Ayalon Insurance Company
Israel
$63K -$23.9K -300 -28%
AIM
704
Arcadia Investment Management
Michigan
$62K +$62K +786 New
BWP
705
Baldwin Wealth Partners
Massachusetts
$61K +$1.35K +17 +2%
Bessemer Group
706
Bessemer Group
New Jersey
$59K -$414K -5,249 -88%
CFN
707
Cordasco Financial Network
Florida
$59K
WTB
708
Washington Trust Bank
Washington
$57K +$2.07K +26 +4%
WA
709
WFG Advisors
Texas
$56K +$31.9K +400 +132%
BBPWM
710
Blue Bell Private Wealth Management
Pennsylvania
$55K
ACS
711
Archford Capital Strategies
Illinois
$53K +$53K +671 New
PMFA
712
Plante Moran Financial Advisors
Michigan
$52K
RGI
713
River Global Investors
United Kingdom
$51K
GXMC
714
Global X Management Company
New York
$43K +$29.8K +378 +225%
TSW
715
Thompson Siegel & Walmsley
Virginia
$40K +$40K +510 New
FMA
716
FNY Managed Accounts
New York
$39.7K -$204K -2,566 -84%
DPA
717
Delphi Private Advisors
California
$37K -$80 -1 -0.2%
MA
718
MUFG Americas
New York
$35K -$38.9K -483 -53%
SIG
719
Stanford Investment Group
California
$35K
JIC
720
Joel Isaacson & Co
New York
$34K
CB
721
Community Bank
New York
$33K -$43.4K -555 -57%
PFBT
722
Parkside Financial Bank & Trust
Missouri
$33K -$789 -10 -2%
PFO
723
Pathstone Family Office
New Jersey
$33K +$18.8K +240 +133%
WP
724
WealthPLAN Partners
Nebraska
$32.1K +$32.1K +628 New
AIM
725
Acrospire Investment Management
Illinois
$32K -$32K -400 -50%