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Salesforce

812 hedge funds and large institutions have $41.2B invested in Salesforce in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 298 increasing their positions, 287 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+35
Holders Change %
+4.5%
% of All Funds
20.33%
Holding in Top 10
32
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+45.45%
% of All Funds
0.8%
New
153
Increased
298
Reduced
287
Closed
103
Calls
$687M
Puts
$821M
Net Calls
-$134M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Shares
Change %
SQA
701
Simon Quick Advisors
New Jersey
$67K +$67K +975 New
TWA
702
TCI Wealth Advisors
Arizona
$65K +$2.75K +40 +4%
CAL
703
Capital Analysts LLC
Pennsylvania
$65K +$65K +948 New
ED
704
Exane Derivatives
France
$62.4K
QCG
705
Quadrant Capital Group
Ohio
$56K +$1.66K +28 +3%
NFM
706
North Forty Management
Washington
$56K +$56K +824 New
KT
707
Kanaly Trust
Texas
$54K -$6.21K -91 -10%
AIC
708
Ayalon Insurance Company
Israel
$54K
CFA
709
Carroll Financial Associates
North Carolina
$52K -$4.79K -70 -8%
WTB
710
Washington Trust Bank
Washington
$52K
PMFA
711
Plante Moran Financial Advisors
Michigan
$50K -$1.93K -28 -4%
SIG
712
Stanford Investment Group
California
$49K -$20.3K -300 -29%
ACS
713
Archford Capital Strategies
Illinois
$47K +$1.36K +20 +3%
AssetMark Inc
714
AssetMark Inc
California
$45K -$2.74K -40 -6%
Carson Wealth (CWM LLC)
715
Carson Wealth (CWM LLC)
Nebraska
$44K -$9.48K -140 -18%
FIB
716
First Interstate Bank
Montana
$44K
EA
717
Edge Advisors
Georgia
$44K +$44K +660 New
BKA
718
Brick & Kyle Associates
Pennsylvania
$41K
CL
719
CSS LLC
Illinois
$38K +$38K +557 New
TSW
720
Thompson Siegel & Walmsley
Virginia
$35K
IWM
721
IHT Wealth Management
Illinois
$35K +$35K +493 New
BBHC
722
Brown Brothers Harriman & Co
New York
$35K +$35K +505 New
HRC
723
Hoertkorn Richard Charles
$34K +$34K +500 New
GEA
724
Glen Eagle Advisors
New Jersey
$32.9K +$32.9K +480 New
DPA
725
Delphi Private Advisors
California
$30K