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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 %
WAM
901
Wealthspire Advisors (Maryland)
Maryland
$621K -$7.58K -50 -1%
WEC
902
Winslow Evans & Crocker
Massachusetts
$616K -$615K -4,044 -50%
NEIRG
903
New England Investment & Retirement Group
Massachusetts
$614K +$152K +1,002 +33%
CAN
904
Claraphi Advisory Network
United States
$613K +$163K +1,075 +36%
PC
905
Permanens Capital
New York
$607K +$152K +1,000 +33%
CCG
906
Ceeto Capital Group
Florida
$607K +$607K +4,000 New
GFP
907
Gryphon Financial Partners
Ohio
$606K -$8.95K -59 -1%
NFC
908
Northeast Financial Consultants
Connecticut
$603K +$15.2K +100 +3%
IP
909
Intellectus Partners
California
$602K -$13.1K -86 -2%
SIG
910
Sky Investment Group
Connecticut
$599K +$29.6K +195 +5%
GIA
911
Gladstone Institutional Advisory
Florida
$598K +$150K +988 +33%
S
912
SignatureFD
Georgia
$593K +$25.5K +168 +4%
MC
913
Miles Capital
Iowa
$591K -$113K -743 -16%
SCI
914
S&CO Inc
Massachusetts
$591K
JMH
915
J.M. Hartwell
New York
$584K +$584K +3,850 New
FIM
916
Freedom Investment Management
Connecticut
$579K -$20K -132 -3%
CB
917
CNB Bank
Pennsylvania
$577K -$68.8K -454 -11%
WSFS
918
Wilmington Savings Fund Society
Delaware
$577K +$29.6K +195 +5%
HIIFS
919
Harel Insurance Investments & Financial Services
Israel
$577K +$425K +2,800 +280%
SBIA
920
Sheaff Brock Investment Advisors
Indiana
$564K +$4.86K +32 +0.9%
BSW
921
Buckingham Strategic Wealth
Missouri
$564K +$76K +501 +16%
QI
922
Qtron Investments
Massachusetts
$563K -$1.21K -8 -0.2%
PAS
923
Park Avenue Securities
New York
$556K +$42K +277 +8%
IIA
924
IPG Investment Advisors
California
$555K -$224K -1,475 -29%
JFGIW
925
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$552K