CRM icon

Salesforce

1,419 hedge funds and large institutions have $107B invested in Salesforce in 2019 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 709 increasing their positions, 410 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,419
Holders Change
+46
Holders Change %
+3.35%
% of All Funds
31.17%
Holding in Top 10
86
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.67%
% of All Funds
1.89%
New
153
Increased
709
Reduced
410
Closed
100
Calls
$2.07B
Puts
$2.38B
Net Calls
-$317M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
OI
876
Oakbrook Investments
Illinois
$974K -$6.27M -42,222 -87%
CT
877
Coastline Trust
Rhode Island
$971K -$243K -1,635 -20%
MWA
878
Meridian Wealth Advisors
Texas
$970K +$7.27K +49 +0.8%
LW
879
Linscomb Wealth
Texas
$965K +$65.5K +441 +7%
KFP
880
KMG Fiduciary Partners
Ohio
$964K -$193K -1,297 -17%
SCM
881
Stevens Capital Management
Pennsylvania
$960K -$990K -6,672 -51%
B
882
Barings
North Carolina
$957K +$262K +1,768 +38%
IHL
883
Investment House LLC
California
$956K +$27.5K +185 +3%
NFC
884
Northeast Financial Consultants
Connecticut
$954K +$365K +2,461 +62%
PIM
885
Penobscot Investment Management
Massachusetts
$953K -$1.48K -10 -0.2%
LWAC
886
Laurel Wealth Advisors (California)
California
$952K +$557K +3,751 +141%
Fiera Capital (Canada)
887
Fiera Capital (Canada)
Quebec, Canada
$951K +$28.2K +190 +3%
MOS
888
MGO One Seven
Ohio
$948K +$103K +696 +12%
SRAM
889
Stone Ridge Asset Management
New York
$940K +$940K +6,332 New
RTC
890
Riverview Trust Company
Washington
$936K
ACH
891
ArrowMark Colorado Holdings
Colorado
$934K +$311K +2,093 +50%
CCM
892
Cribstone Capital Management
Maine
$933K -$115K -775 -11%
AG
893
AlphaSimPlex Group
Massachusetts
$926K +$926K +6,241 New
JDR
894
Jay D. Rosenbaum
$919K +$30.4K +205 +3%
BWAM
895
Boyd Watterson Asset Management
Ohio
$914K -$4.01K -27 -0.4%
DP
896
Dearborn Partners
Illinois
$897K -$1.48K -10 -0.2%
TPWA
897
TRUE Private Wealth Advisors
Oregon
$895K -$3.56K -24 -0.4%
PC
898
Permanens Capital
New York
$891K +$297K +2,000 +50%
CCA
899
Checchi Capital Advisers
California
$890K +$42.5K +286 +5%
RCG
900
Rock Creek Group
District of Columbia
$885K +$39K +263 +5%