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Salesforce

1,373 hedge funds and large institutions have $99.2B invested in Salesforce in 2019 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 668 increasing their positions, 409 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
-37
Holders Change %
-2.62%
% of All Funds
29.87%
Holding in Top 10
75
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-25.74%
% of All Funds
1.63%
New
112
Increased
668
Reduced
409
Closed
131
Calls
$1.76B
Puts
$2.12B
Net Calls
-$356M
Net Calls Change
-$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
801
Altium Wealth Management
New York
$1.01M +$294K +1,939 +41%
CRIG
802
Charter Research & Investment Group
Connecticut
$1M +$1M +6,600 New
GVAG
803
Great Valley Advisor Group
Delaware
$990K +$108K +713 +12%
SAM
804
Symphony Asset Management
California
$990K +$990K +6,522 New
MWA
805
Meridian Wealth Advisors
Texas
$987K -$1.98K -13 -0.2%
CWG
806
Cornerstone Wealth Group
North Carolina
$980K -$10.2K -67 -1%
DP
807
Denver PWM
Colorado
$980K +$980K +6,707 New
PIM
808
Penobscot Investment Management
Massachusetts
$975K +$47K +310 +5%
AW
809
ACG Wealth
Georgia
$971K +$194K +1,276 +25%
HSA
810
HBK Sorce Advisory
Pennsylvania
$962K +$121K +795 +14%
RTC
811
Riverview Trust Company
Washington
$957K
Lido Advisors
812
Lido Advisors
California
$952K +$175K +1,154 +23%
HF
813
HRT Financial
New York
$951K +$298K +1,964 +46%
IHL
814
Investment House LLC
California
$949K +$7.59K +50 +0.8%
Fiera Capital (Canada)
815
Fiera Capital (Canada)
Quebec, Canada
$944K -$175K -1,150 -16%
BWAM
816
Boyd Watterson Asset Management
Ohio
$938K -$115K -755 -11%
DA
817
DSC Advisors
Illinois
$932K +$56K +369 +6%
LW
818
Linscomb Wealth
Texas
$919K -$20.9K -138 -2%
DP
819
Dearborn Partners
Illinois
$919K +$41.7K +275 +5%
TPWA
820
TRUE Private Wealth Advisors
Oregon
$918K -$12.9K -85 -1%
VAS
821
Vestmark Advisory Solutions
Massachusetts
$917K -$12.7K -84 -1%
JDR
822
Jay D. Rosenbaum
$908K +$13.7K +90 +2%
ZB
823
Zions Bancorporation
Utah
$906K -$77.2K -509 -8%
RBFC
824
Roman Butler Fullerton & Co
Missouri
$899K +$69.2K +456 +8%
FA
825
Fagan Associates
New York
$887K +$12.9K +85 +1%