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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 %
FAM
751
Fulcrum Asset Management
United Kingdom
$2.56M +$2.56M +13,095 New
PJSIMP
752
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.55M +$68K +363 +3%
CS
753
Comerica Securities
Michigan
$2.53M +$309K +1,652 +14%
CAM
754
Centre Asset Management
New York
$2.52M -$1.62M -8,640 -39%
LSPW
755
Lake Street Private Wealth
Illinois
$2.52M -$548K -2,925 -18%
NFC
756
Northeast Financial Consultants
Connecticut
$2.51M +$1.07M +5,700 +74%
MIAN
757
Mariner Independent Advisor Network
Kansas
$2.51M -$238K -1,236 -9%
KFP
758
KMG Fiduciary Partners
Ohio
$2.5M -$80K -427 -3%
DA
759
Dillon & Associates
Michigan
$2.5M -$4.11K -22 -0.2%
LWANC
760
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.5M +$229K +1,223 +10%
GP
761
Girard Partners
Pennsylvania
$2.48M +$131K +697 +6%
BOS
762
Bingham Osborn & Scarborough
California
$2.46M -$197K -1,049 -7%
AFA
763
Arlington Financial Advisors
California
$2.45M +$323K +1,722 +15%
MMG
764
Monetary Management Group
Missouri
$2.44M +$206K +1,100 +9%
WIA
765
Wealthstreet Investment Advisors
Texas
$2.43M +$9.36K +50 +0.4%
MWM
766
Minot Wealth Management
Massachusetts
$2.42M +$2.42M +12,915 New
RIA
767
Regal Investment Advisors
Michigan
$2.41M +$2.41M +12,885 New
DAS
768
Dynamic Advisor Solutions
Arizona
$2.41M +$185K +989 +8%
NCGI
769
Next Century Growth Investors
Minnesota
$2.4M
OGC
770
Oak Grove Capital
New Hampshire
$2.39M -$2.43M -12,950 -50%
TCM
771
Teza Capital Management
Illinois
$2.37M +$2.03M +10,825 +598%
LBD
772
Landsberg Bennett & Dubbaneh
Florida
$2.37M +$242K +1,320 +11%
LW
773
Linscomb Wealth
Texas
$2.37M +$769K +4,104 +48%
BCM
774
Boltwood Capital Management
California
$2.36M -$61.8K -330 -3%
SNB
775
Security National Bank
Nebraska
$2.35M +$520K +2,774 +28%