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Salesforce

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
851
Global Retirement Partners
California
$954K -$31.8K -201 -3%
OSIA
852
O'Shares Investment Advisers
Massachusetts
$937K -$119K -754 -11%
IFWM
853
Institute for Wealth Management
Colorado
$935K +$70.6K +446 +8%
BCM
854
Brown Capital Management
Maryland
$934K +$34.8K +220 +4%
JDR
855
Jay D. Rosenbaum
$933K -$3.96K -25 -0.4%
GVAG
856
Great Valley Advisor Group
Delaware
$921K +$46.6K +294 +5%
DP
857
Dearborn Partners
Illinois
$915K -$3.01K -19 -0.3%
CCM
858
Cribstone Capital Management
Maine
$915K +$58.3K +368 +7%
DA
859
DSC Advisors
Illinois
$915K +$147K +929 +19%
FA
860
Fagan Associates
New York
$912K +$11.1K +70 +1%
AWM
861
AE Wealth Management
Kansas
$905K +$407K +2,568 +82%
NFG
862
Next Financial Group
Texas
$903K -$1.63M -10,288 -64%
NFH
863
NEXT Financial Holdings
Texas
$903K +$903K +5,707 New
GI
864
Gradient Investments
Minnesota
$901K -$75.7K -478 -8%
FBT
865
First Bank & Trust
South Dakota
$898K -$150K -948 -14%
SFI
866
SPC Financial Inc
Maryland
$897K +$897K +5,662 New
CHAM
867
Clear Harbor Asset Management
Connecticut
$896K +$79.2K +500 +10%
MWM
868
Meridian Wealth Management
Kentucky
$889K +$216K +1,363 +32%
SWM
869
SeaCrest Wealth Management
New York
$882K -$7.76K -49 -0.9%
JWS
870
Juncture Wealth Strategies
Arizona
$881K -$226K -1,426 -20%
HSA
871
HBK Sorce Advisory
Pennsylvania
$878K +$475 +3 +0.1%
CCIA
872
Campbell & Co Investment Adviser
Maryland
$875K +$875K +5,524 New
CCMW
873
Cypress Capital Management (Wyoming)
Wyoming
$873K +$3.8K +24 +0.4%
SWMG
874
Strategic Wealth Management Group
Maryland
$870K -$1.9K -12 -0.2%
WPP
875
Whalerock Point Partners
Rhode Island
$870K +$323K +2,040 +59%