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Salesforce

1,693 hedge funds and large institutions have $139B invested in Salesforce in 2020 Q2 according to their latest regulatory filings, with 223 funds opening new positions, 763 increasing their positions, 541 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,693
Holders Change
+83
Holders Change %
+5.16%
% of All Funds
34.8%
Holding in Top 10
92
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.12%
% of All Funds
1.89%
New
223
Increased
763
Reduced
541
Closed
125
Calls
$2.07B
Puts
$2.78B
Net Calls
-$711M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Shares
Change %
APP
851
Avantax Planning Partners
Iowa
$1.84M +$860K +4,588 +88%
CG
852
Colony Group
Massachusetts
$1.82M -$801K -4,274 -31%
TRCT
853
Tower Research Capital (TRC)
New York
$1.82M +$770K +4,109 +74%
GVAG
854
Great Valley Advisor Group
Delaware
$1.81M +$577K +3,080 +47%
TSWM
855
Triangle Securities Wealth Management
North Carolina
$1.81M +$17.2K +92 +1%
IP
856
Intellectus Partners
California
$1.8M +$1.69K +9 +0.1%
ZB
857
Zions Bancorporation
Utah
$1.78M +$287K +1,531 +19%
V
858
VeraBank
Texas
$1.77M +$14.1K +75 +0.8%
TC
859
Telemus Capital
Michigan
$1.76M +$20.1K +101 +1%
KWM
860
Kingsview Wealth Management
Oregon
$1.76M +$213K +1,138 +14%
NFG
861
Nations Financial Group
Iowa
$1.76M +$76.2K +407 +5%
IBOK
862
Independence Bank of Kentucky
Kentucky
$1.75M +$387K +2,066 +28%
BOM
863
Bank of Marin
California
$1.75M +$412K +2,198 +31%
MCM
864
Mainstay Capital Management
Michigan
$1.74M +$34.3K +183 +2%
CBB
865
Citizens Business Bank
California
$1.74M -$62.8K -335 -3%
SS
866
Sunbelt Securities
Texas
$1.73M +$937 +5 +0.1%
SW
867
SteelPeak Wealth
California
$1.71M -$94.6K -505 -5%
CPA
868
Capital Planning Advisors
California
$1.71M +$1.71M +9,108 New
BBCM
869
Boardman Bay Capital Management
New York
$1.69M -$187K -1,000 -10%
TIA
870
Tiemann Investment Advisors
California
$1.68M +$32.8K +175 +2%
IC
871
Intersect Capital
California
$1.68M +$194K +1,035 +13%
BO
872
Bank OZK
Arkansas
$1.68M +$105K +558 +7%
JSL
873
JT Stratford LLC
Georgia
$1.67M +$26.4K +141 +2%
CIA
874
CSat Investment Advisory
Michigan
$1.65M +$579K +3,088 +54%
AIA
875
Avalon Investment & Advisory
Texas
$1.65M +$822K +4,386 +99%