CRM icon

Salesforce

874 hedge funds and large institutions have $58.3B invested in Salesforce in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+18
Holders Change %
+2.1%
% of All Funds
21.82%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
74
Increased
376
Reduced
297
Closed
46
Calls
$1.04B
Puts
$1B
Net Calls
+$34.7M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
751
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K
IWM
752
IHT Wealth Management
Illinois
$126K +$55.6K +578 +79%
OIA
753
OneDigital Investment Advisors
Kansas
$121K -$100K -1,075 -45%
CAL
754
Capital Analysts LLC
Pennsylvania
$121K +$2.8K +30 +2%
LNB
755
Ledyard National Bank
$121K +$19.6K +210 +19%
WIM
756
Westside Investment Management
California
$115K -$19.3K -200 -14%
LWAC
757
Laurel Wealth Advisors (California)
California
$107K +$107K +1,146 New
BBHC
758
Brown Brothers Harriman & Co
New York
$106K +$100K +1,070 +1,672%
QCG
759
Quadrant Capital Group
Ohio
$101K +$5.72K +69 +6%
GBBWRPM
760
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$95K
First Manhattan
761
First Manhattan
New York
$93K
EA
762
Edge Advisors
Georgia
$90K
TWA
763
TCI Wealth Advisors
Arizona
$84K -$8.54K -91 -9%
BTIS
764
BB&T Investment Services
North Carolina
$83K +$18.2K +192 +28%
CLM
765
ClearBridge LLC (Maryland)
Maryland
$78K
CFA
766
Carroll Financial Associates
North Carolina
$78K +$5.88K +62 +8%
WTB
767
Washington Trust Bank
Washington
$77K -$12K -128 -13%
FHA
768
First Horizon Advisors
Tennessee
$77K
SBL
769
Sargent Bickham Lagudis
Colorado
$73K
AssetMark Inc
770
AssetMark Inc
California
$64K +$10.9K +117 +21%
GWM
771
Geneos Wealth Management
Colorado
$64K +$55.4K +600 +645%
BCM
772
Blume Capital Management
California
$64K +$64K +680 New
PHK
773
Point72 Hong Kong
Hong Kong
$63K +$63K +676 New
FIB
774
First Interstate Bank
Montana
$61K
HFM
775
Harvest Fund Management
China
$60K