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Salesforce

1,072 hedge funds and large institutions have $73.3B invested in Salesforce in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 428 increasing their positions, 343 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+73
Holders Change %
+7.31%
% of All Funds
24.6%
Holding in Top 10
63
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+23.53%
% of All Funds
1.45%
New
160
Increased
428
Reduced
343
Closed
77
Calls
$1.59B
Puts
$1.67B
Net Calls
-$85.6M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Shares
Change %
MFW
876
Meristem Family Wealth
Minnesota
$208K +$208K +1,788 New
HA
877
Harfst & Associates
Wyoming
$208K +$208K +1,791 New
AAM
878
American Asset Management
Florida
$207K +$207K +1,780 New
SLT
879
St Louis Trust
Missouri
$206K +$206K +1,772 New
SIM
880
SSI Investment Management
California
$206K +$206K +1,783 New
SIAS
881
Shine Investment Advisory Services
Colorado
$203K +$18.4K +158 +10%
SA
882
Strategic Advisors
New York
$203K +$203K +1,747 New
MYIA
883
Mount Yale Investment Advisors
Colorado
$202K +$202K +1,739 New
CCM
884
Coldstream Capital Management
Washington
$200K +$200K +1,720 New
IWM
885
IHT Wealth Management
Illinois
$197K +$922 +8 +0.5%
SMFG
886
Sumitomo Mitsui Financial Group
Japan
$195K -$10.2K -88 -5%
S
887
SignatureFD
Georgia
$194K +$194K +1,669 New
OIA
888
Optimum Investment Advisors
Illinois
$192K -$116K -1,000 -38%
FRA
889
Front Row Advisors
California
$192K
GLI
890
Guardian Life Insurance
New York
$184K -$73.6K -632 -29%
CAL
891
Capital Analysts LLC
Pennsylvania
$180K +$29.1K +250 +19%
PFA
892
Pathway Financial Advisors
Vermont
$178K
LWCFA
893
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$174K +$14K +120 +9%
FMT
894
First Mercantile Trust
Tennessee
$169K +$29.5K +254 +21%
PCA
895
Peddock Capital Advisors
Massachusetts
$162K
C
896
Cerebellum
California
$156K +$13.3K +114 +9%
PWAG
897
Polaris Wealth Advisory Group
California
$155K +$155K +1,332 New
LNB
898
Ledyard National Bank
$149K
EA
899
Edge Advisors
Georgia
$140K +$25.4K +220 +22%
WIM
900
Westside Investment Management
California
$138K