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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 %
BCM
826
Brown Capital Management
Maryland
$881K -$14.1K -93 -2%
IBOK
827
Independence Bank of Kentucky
Kentucky
$880K +$285K +1,875 +48%
OSIA
828
O'Shares Investment Advisers
Massachusetts
$866K -$31.9K -210 -4%
CCA
829
Checchi Capital Advisers
California
$866K +$122K +805 +16%
RCG
830
Rock Creek Group
District of Columbia
$865K -$213K -1,406 -20%
MOS
831
MGO One Seven
Ohio
$863K +$60.1K +396 +7%
SFP
832
Shepherd Financial Partners
Massachusetts
$863K +$863K +5,686 New
SJIM
833
St. Johns Investment Management
Florida
$859K +$58.9K +388 +7%
LBD
834
Landsberg Bennett & Dubbaneh
Florida
$857K -$1.32M -8,582 -61%
CSA
835
Cottage Street Advisors
Massachusetts
$853K +$853K +5,620 New
NFG
836
Nations Financial Group
Iowa
$851K +$851K +5,610 New
IFWM
837
Institute for Wealth Management
Colorado
$848K -$47.8K -315 -5%
CS
838
Comerica Securities
Michigan
$844K +$395K +2,605 +88%
CHAM
839
Clear Harbor Asset Management
Connecticut
$840K -$18.2K -120 -2%
CMANY
840
Capital Management Associates (New York)
New York
$835K -$152K -1,000 -15%
WPP
841
Whalerock Point Partners
Rhode Island
$834K
SWMG
842
Strategic Wealth Management Group
Maryland
$831K -$1.82K -12 -0.2%
CBT
843
Capital Bank & Trust
California
$821K +$22.1K +146 +3%
SFI
844
SPC Financial Inc
Maryland
$817K -$41.7K -275 -5%
TA
845
Tiedemann Advisors
New York
$809K -$2.28M -14,978 -74%
BCWM
846
Blue Chip Wealth Management
Florida
$807K +$32K +211 +4%
BWM
847
BigSur Wealth Management
Florida
$801K -$216K -1,400 -21%
FBT
848
First Bank & Trust
South Dakota
$801K -$59.8K -394 -7%
KWM
849
Kingsview Wealth Management
Oregon
$799K -$249K -1,641 -24%
SWM
850
SeaCrest Wealth Management
New York
$787K -$58.6K -386 -7%