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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 %
GTAM
851
Global Trust Asset Management
Florida
$787K +$643K +4,235 +445%
SA
852
Strategic Advisors
New York
$785K +$37.3K +246 +5%
RAM
853
Redmond Asset Management
Virginia
$781K +$781K +5,149 New
NWS
854
Newport Wealth Strategies
California
$778K -$28.5K -180 -4%
JWS
855
Juncture Wealth Strategies
Arizona
$776K -$67.7K -446 -8%
BEC
856
Blue Edge Capital
Virginia
$771K +$221K +1,457 +40%
IR
857
Invictus RG
Bermuda
$769K +$235K +1,550 +44%
LB
858
Legacy Bridge
Iowa
$761K +$97.7K +644 +15%
SIG
859
Sargent Investment Group
Maryland
$759K
1WA
860
180 Wealth Advisors
Washington
$758K -$14.8K -98 -2%
MFG
861
MidWestOne Financial Group
Iowa
$756K +$756K +4,986 New
CCM
862
Compton Capital Management
Rhode Island
$748K +$48.6K +320 +7%
SFSIG
863
San Francisco Sentry Investment Group
California
$739K
BWM
864
Buckley Wealth Management
Nevada
$735K +$44K +290 +6%
BS
865
Bessemer Securities
New York
$728K
CAM
866
Cresset Asset Management
Illinois
$722K +$19K +125 +3%
GBT
867
Grove Bank & Trust
Florida
$715K +$14.6K +96 +2%
AWM
868
Avior Wealth Management
Nebraska
$713K +$193K +1,499 +37%
B
869
Barings
North Carolina
$711K -$2.02M -13,331 -74%
MCM
870
MAI Capital Management
Ohio
$709K +$232K +1,532 +49%
WAS
871
WESPAC Advisors SoCal
California
$707K +$30.3K +200 +4%
WCA
872
Westover Capital Advisors
Delaware
$704K -$7.13K -47 -1%
AA
873
ALPS Advisors
Colorado
$702K +$107K +705 +18%
ACM
874
Allred Capital Management
Texas
$692K +$10.9K +71 +2%
AF
875
Advisornet Financial
Minnesota
$691K +$450K +2,966 +187%