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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 %
TI
876
Tidal Investments
Wisconsin
$1.65M +$578K +3,085 +54%
PT
877
Plimoth Trust
Massachusetts
$1.65M +$720K +3,845 +78%
IB
878
Intrust Bank
Kansas
$1.64M -$46.3K -247 -3%
BFM
879
Boothbay Fund Management
New York
$1.64M -$2.66M -14,222 -62%
FC
880
Ferris Capital
Massachusetts
$1.63M +$31.5K +168 +2%
WA
881
Winfield Associates
Ohio
$1.63M -$145K -775 -8%
DC
882
Davenport & Co
Virginia
$1.62M -$44.4K -237 -3%
SLG
883
Stanley-Laman Group
Pennsylvania
$1.62M +$184K +984 +13%
WBC
884
West Branch Capital
Massachusetts
$1.61M +$189K +1,008 +13%
EPC
885
Emerson Point Capital
New York
$1.61M -$14.3M -76,385 -90%
FPA
886
First Pacific Advisors
California
$1.6M
AWM
887
Altium Wealth Management
New York
$1.6M -$23K -123 -1%
BAAM
888
Baker Avenue Asset Management
California
$1.6M +$1.6M +8,523 New
MWA
889
Meridian Wealth Advisors
Texas
$1.59M +$422K +2,252 +36%
ZCA
890
Zeke Capital Advisors
Pennsylvania
$1.58M +$1.58M +8,454 New
CAL
891
Capital Analysts LLC
Pennsylvania
$1.58M -$92.9K -496 -6%
PFO
892
Pathstone Family Office
New Jersey
$1.57M
CRIG
893
Charter Research & Investment Group
Connecticut
$1.56M
TFA
894
Teamwork Financial Advisors
Texas
$1.55M +$1.02M +5,451 +192%
IFWM
895
Institute for Wealth Management
Colorado
$1.55M +$12K +64 +0.8%
RI
896
Redwood Investments
Massachusetts
$1.55M -$57.9K -309 -4%
DC
897
Diametric Capital
Massachusetts
$1.55M +$1.55M +8,254 New
PHK
898
Point72 Hong Kong
Hong Kong
$1.54M +$1.36M +7,265 +744%
SAM
899
Sompo Asset Management
Japan
$1.54M +$189K +1,010 +14%
PTC
900
Private Trust Company
Ohio
$1.54M +$84.7K +440 +6%