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Salesforce

1,693 hedge funds and large institutions have $139B invested in Salesforce in 2020 Q2 according to their latest regulatory filings, with 223 funds opening new positions, 763 increasing their positions, 541 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,693
Holders Change
+83
Holders Change %
+5.16%
% of All Funds
34.8%
Holding in Top 10
92
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.12%
% of All Funds
1.89%
New
223
Increased
763
Reduced
541
Closed
125
Calls
$2.07B
Puts
$2.78B
Net Calls
-$711M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Shares
Change %
AMCA
726
Arthur M. Cohen & Associates
Illinois
$2.76M +$2.56M +13,651 +1,257%
SFS
727
Sowell Financial Services
Arkansas
$2.76M -$1.12M -5,968 -29%
CC
728
Courier Capital
New York
$2.74M -$112K -584 -4%
EWM
729
Elite Wealth Management
Washington
$2.73M +$20.4K +109 +0.8%
AFC
730
AFT Forsyth & Company
Florida
$2.73M +$1.87K +10 +0.1%
VF
731
Virtu Financial
New York
$2.72M +$2.72M +14,542 New
AIP
732
Ameritas Investment Partners
Nebraska
$2.72M -$14.6K -78 -0.5%
NL
733
NVWM LLC
Pennsylvania
$2.71M +$911K +4,860 +50%
AA
734
ALPS Advisors
Colorado
$2.71M -$334K -1,782 -11%
FWM
735
Frontier Wealth Management
Missouri
$2.7M -$49.6K -265 -2%
BAS
736
Brown Advisory Securities
Maryland
$2.7M -$19.5K -103 -0.7%
GGI
737
GPM Growth Investors
Michigan
$2.7M +$357K +1,904 +15%
HBT
738
Hills Bank & Trust
Iowa
$2.7M +$177K +947 +7%
STA
739
Summit Trail Advisors
New York
$2.7M +$61.1K +326 +2%
TCOT
740
Trust Company of Toledo
Ohio
$2.66M +$98.7K +527 +4%
PG
741
Pendal Group
Australia
$2.64M -$1M -5,340 -27%
WAOTB
742
Wealth Advisors of Tampa Bay
Florida
$2.64M +$440K +2,347 +20%
WAS
743
Winch Advisory Services
Wisconsin
$2.64M -$68.6K -366 -3%
HAS
744
HBW Advisory Services
California
$2.63M +$57.9K +309 +2%
YWP
745
YorkBridge Wealth Partners
New York
$2.63M +$513K +2,739 +24%
CIA
746
Capital Impact Advisors
Massachusetts
$2.62M -$1.16M -6,165 -31%
DA
747
Duality Advisers
Florida
$2.61M +$2.61M +13,949 New
FMLI
748
Fukoku Mutual Life Insurance
Japan
$2.59M +$1.41M +7,550 +120%
PGFC
749
Peapack-Gladstone Financial Corp
New Jersey
$2.59M +$122K +649 +5%
FT
750
Fiduciary Trust
Massachusetts
$2.58M +$450K +2,401 +21%