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Salesforce

1,298 hedge funds and large institutions have $87.5B invested in Salesforce in 2018 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 535 increasing their positions, 394 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+83
Holders Change %
+6.83%
% of All Funds
28.97%
Holding in Top 10
101
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.44%
% of All Funds
2.25%
New
231
Increased
535
Reduced
394
Closed
137
Calls
$1.77B
Puts
$2.05B
Net Calls
-$277M
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
726
KMG Fiduciary Partners
Ohio
$1.06M +$1.06M +7,706 New
BHIA
727
Birch Hill Investment Advisors
Massachusetts
$1.04M +$45.9K +335 +5%
BJL
728
Brighton Jones LLC
Washington
$1.04M +$127K +927 +14%
BB
729
Bell Bank
North Dakota
$1.02M -$7.4K -54 -0.7%
HIM
730
Hotaling Investment Management
Pennsylvania
$1.02M +$1.02M +7,463 New
MAM
731
Martingale Asset Management
Massachusetts
$1.02M -$685 -5 -0.1%
CBOA
732
Commonwealth Bank of Australia
Australia
$1.01M +$39.1K +286 +4%
PMG
733
ProVise Management Group
Florida
$1.01M +$202K +1,475 +25%
CAPTRUST Financial Advisors
734
CAPTRUST Financial Advisors
North Carolina
$1.01M +$90.3K +659 +10%
RIM
735
Rampart Investment Management
Connecticut
$1.01M -$2.66M -19,419 -72%
BFM
736
Boothbay Fund Management
New York
$1.01M -$230K -1,676 -19%
LNC
737
Lincoln National Corp
Pennsylvania
$1M +$269K +1,963 +37%
RG
738
Rikoon Group
New Mexico
$993K -$250K -1,825 -20%
CCP
739
Corient Capital Partners
California
$992K +$424K +3,096 +75%
OWD
740
Osborn Williams & Donohoe
Ohio
$972K +$685K +5,000 +238%
APA
741
American Portfolios Advisors
New York
$968K -$97.8K -714 -9%
AAP
742
Aristotle Atlantic Partners
Florida
$965K +$965K +7,042 New
JWS
743
Juncture Wealth Strategies
Arizona
$957K -$194K -1,420 -17%
DIM
744
DC Investments Management
Virginia
$953K +$953K +6,955 New
IA
745
Icon Advisers
Colorado
$953K +$953K +6,960 New
GCP
746
GSA Capital Partners
United Kingdom
$952K -$1.37M -10,030 -59%
LOAME
747
Lombard Odier Asset Management (Europe)
United Kingdom
$952K
Acadian Asset Management
748
Acadian Asset Management
Massachusetts
$941K -$14.6M -106,322 -94%
FQ
749
First Quadrant
California
$937K -$7.45M -54,381 -89%
FA
750
FDx Advisors
Illinois
$924K -$1.41M -10,274 -60%