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Salesforce

1,419 hedge funds and large institutions have $107B invested in Salesforce in 2019 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 709 increasing their positions, 410 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,419
Holders Change
+46
Holders Change %
+3.35%
% of All Funds
31.17%
Holding in Top 10
86
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.67%
% of All Funds
1.89%
New
153
Increased
709
Reduced
410
Closed
100
Calls
$2.07B
Puts
$2.38B
Net Calls
-$317M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
801
Townsend & Associates
Colorado
$1.34M -$8.17K -56 -0.6%
WBC
802
West Branch Capital
Massachusetts
$1.34M +$804K +5,417 +150%
MAM
803
Martingale Asset Management
Massachusetts
$1.34M -$104K -699 -7%
UBG
804
United Bank (Georgia)
Georgia
$1.33M -$194K -1,304 -13%
CPC
805
Congress Park Capital
New York
$1.32M
AL
806
Aspiriant LLC
California
$1.32M +$825K +5,550 +168%
LWS
807
Lucia Wealth Services
California
$1.31M +$1.15M +7,782 +750%
FMB
808
Field & Main Bank
Kentucky
$1.3M
TIA
809
Tiemann Investment Advisors
California
$1.3M +$3.71K +25 +0.3%
IFWM
810
Institute for Wealth Management
Colorado
$1.29M +$463K +3,121 +56%
NFG
811
Nations Financial Group
Iowa
$1.29M +$414K +2,649 +47%
EWM
812
Executive Wealth Management
Michigan
$1.29M -$143K -966 -10%
Qube Research & Technologies (QRT)
813
Qube Research & Technologies (QRT)
United Kingdom
$1.29M +$1.29M +8,669 New
CAL
814
Capital Analysts LLC
Pennsylvania
$1.28M +$19.1K +129 +2%
SMFS
815
Squar Milner Financial Services
California
$1.25M +$1.16M +4,628 +1,282%
AWM
816
Avitas Wealth Management
California
$1.25M +$7.42K +50 +0.6%
LOAME
817
Lombard Odier Asset Management (Europe)
United Kingdom
$1.25M +$109K +732 +10%
IIM
818
Ironwood Investment Management
Massachusetts
$1.24M +$1.24M +8,318 New
PFO
819
Pathstone Family Office
New Jersey
$1.22M -$317K -2,131 -21%
Jacobs Levy Equity Management
820
Jacobs Levy Equity Management
New Jersey
$1.21M +$1.21M +8,173 New
V
821
VeraBank
Texas
$1.21M
CWAG
822
Compton Wealth Advisory Group
Virginia
$1.2M +$820K +5,525 +216%
CGL
823
Clarius Group LLC
Washington
$1.19M +$560K +3,775 +89%
SACTSONJ
824
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.19M
IC
825
Intersect Capital
California
$1.19M -$108K -730 -8%