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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 %
DADC
776
D.A. Davidson & Co
Montana
$2.35M -$441K -2,356 -16%
HAG
777
HighPoint Advisor Group
Illinois
$2.35M -$616K -3,212 -21%
WCM
778
Wisconsin Capital Management
Wisconsin
$2.35M +$241K +1,285 +11%
KC
779
Knuff & Co
California
$2.34M +$1.91M +10,186 +445%
CI
780
Conning Inc
Connecticut
$2.34M -$26.2K -140 -1%
MCM
781
MAI Capital Management
Ohio
$2.31M -$20.4K -109 -0.9%
CIG
782
Consolidated Investment Group
Colorado
$2.3M +$318K +1,700 +16%
SWM
783
SeaCrest Wealth Management
New York
$2.3M +$94.4K +504 +4%
AC
784
Avestar Capital
New York
$2.29M +$1.08M +5,783 +90%
CG
785
Caprock Group
Idaho
$2.29M +$284K +1,515 +14%
WANY
786
Wealthspire Advisors (New York)
New York
$2.28M -$334K -1,784 -13%
QCG
787
Quadrant Capital Group
Ohio
$2.28M +$1.35M +7,188 +144%
BHIA
788
Birch Hill Investment Advisors
Massachusetts
$2.27M +$33.2K +177 +1%
GIA
789
Granite Investment Advisors
New Hampshire
$2.26M +$69.3K +370 +3%
Koshinski Asset Management
790
Koshinski Asset Management
Illinois
$2.26M +$213K +1,137 +10%
H
791
HoyleCohen
California
$2.26M +$121K +646 +6%
VAS
792
Vestmark Advisory Solutions
Massachusetts
$2.26M +$560K +2,987 +33%
HI
793
Horizon Investments
North Carolina
$2.26M +$872K +4,656 +63%
CAM
794
Cresset Asset Management
Illinois
$2.25M +$288K +1,536 +15%
PCIA
795
Prime Capital Investment Advisors
Kansas
$2.23M +$696K +3,714 +45%
PRC
796
Pearl River Capital
Michigan
$2.22M +$2.22M +11,822 New
RC
797
RegentAtlantic Capital
New Jersey
$2.21M +$1.13M +6,059 +105%
JRP
798
Jasper Ridge Partners
California
$2.19M
BAM
799
Beaumont Asset Management
Texas
$2.19M +$37.8K +202 +2%
FDS
800
Freedom Day Solutions
Texas
$2.18M -$68.4K -365 -3%