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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 %
CRIG
826
Charter Research & Investment Group
Connecticut
$1.18M +$205K +1,378 +21%
HIM
827
Hotaling Investment Management
Pennsylvania
$1.18M +$69.2K +466 +6%
SS
828
Simplicity Solutions
Minnesota
$1.18M +$54.9K +370 +5%
GVAG
829
Great Valley Advisor Group
Delaware
$1.17M +$205K +1,383 +21%
ED
830
Exane Derivatives
France
$1.17M +$527K +3,553 +82%
PTC
831
Private Trust Company
Ohio
$1.17M +$122K +824 +12%
WP
832
WealthSource Partners
California
$1.17M +$10.4K +70 +0.9%
CCT
833
Chemung Canal Trust
New York
$1.16M -$5.38M -36,246 -82%
NSIM
834
North Star Investment Management
Illinois
$1.16M +$25.1K +169 +2%
EWM
835
Elmwood Wealth Management
California
$1.16M -$13.7K -92 -1%
BO
836
Bank OZK
Arkansas
$1.16M -$13.1K -88 -1%
ANRIA
837
American National Registered Investment Advisor
Texas
$1.15M
SAM
838
Symphony Asset Management
California
$1.15M +$180K +1,212 +19%
JMH
839
J.M. Hartwell
New York
$1.14M +$568K +3,825 +99%
WPP
840
Whalerock Point Partners
Rhode Island
$1.13M +$318K +2,140 +39%
SFP
841
Shepherd Financial Partners
Massachusetts
$1.13M +$287K +1,929 +34%
DAM
842
Doheny Asset Management
California
$1.13M +$1.13M +7,609 New
FQ
843
First Quadrant
California
$1.12M +$84.9K +572 +8%
PMG
844
ProVise Management Group
Florida
$1.11M +$26K +175 +2%
BWM
845
Bernicke Wealth Management
Wisconsin
$1.1M +$111K +746 +11%
FI
846
FormulaFolio Investments
Michigan
$1.1M +$26.9K +181 +3%
LNC
847
Lincoln National Corp
Pennsylvania
$1.09M -$87.2K -587 -7%
IAA
848
Independent Advisor Alliance
North Carolina
$1.09M +$34.6K +233 +3%
AWM
849
Altium Wealth Management
New York
$1.08M +$93.5K +630 +9%
MIH
850
Meitav Investment House
Israel
$1.08M -$186K -1,218 -15%