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Salesforce

999 hedge funds and large institutions have $64B invested in Salesforce in 2017 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 344 increasing their positions, 333 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+125
Holders Change %
+14.3%
% of All Funds
22.69%
Holding in Top 10
51
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+30.77%
% of All Funds
1.16%
New
181
Increased
344
Reduced
333
Closed
45
Calls
$999M
Puts
$1.2B
Net Calls
-$202M
Net Calls Change
-$237M
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
851
Valley National Advisers
Pennsylvania
$97K +$76.5K +749 +373%
OIA
852
OneDigital Investment Advisors
Kansas
$94K -$38.2K -375 -29%
VFA
853
Valeo Financial Advisors
Indiana
$94K +$39.4K +384 +72%
TWA
854
TCI Wealth Advisors
Arizona
$91K
CLM
855
ClearBridge LLC (Maryland)
Maryland
$86K
FHA
856
First Horizon Advisors
Tennessee
$86K
WTB
857
Washington Trust Bank
Washington
$84K
CFA
858
Carroll Financial Associates
North Carolina
$84K
CBT
859
Capital Bank & Trust
California
$80K -$449K -4,393 -85%
JCM
860
Jacobi Capital Management
Pennsylvania
$79K +$40K +370 +103%
EMG
861
ETF Managers Group
New Jersey
$78K +$11.1K +106 +17%
BCM
862
Blume Capital Management
California
$70K
GWM
863
Geneos Wealth Management
Colorado
$70K
FMII
864
Farmers & Merchants Investments Inc
Nebraska
$69K +$4.29K +42 +7%
DCM
865
Delpha Capital Management
New York
$68K +$68K +662 New
KA
866
Kaizen Advisory
Illinois
$67K +$67K +657 New
FIB
867
First Interstate Bank
Montana
$66K
HFM
868
Harvest Fund Management
China
$65K
Carson Wealth (CWM LLC)
869
Carson Wealth (CWM LLC)
Nebraska
$65K +$1.64K +16 +3%
ST
870
Smithfield Trust
Pennsylvania
$64K +$15.2K +150 +31%
HFM
871
Hartford Financial Management
Connecticut
$62K
PMFA
872
Plante Moran Financial Advisors
Michigan
$62K
AssetMark Inc
873
AssetMark Inc
California
$61K -$8.42K -83 -12%
HFP
874
Holistic Financial Partners
Indiana
$60K +$60K +584 New
GEA
875
Glen Eagle Advisors
New Jersey
$57.2K +$6.95K +68 +14%