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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 %
RHBC
901
R.H. Bluestein & Co
Michigan
$1.53M +$268K +1,430 +21%
SFP
902
Shepherd Financial Partners
Massachusetts
$1.53M +$50.4K +269 +3%
IC
903
Inscription Capital
Texas
$1.52M +$1.52M +8,110 New
GBT
904
Grove Bank & Trust
Florida
$1.52M +$241K +1,285 +19%
PMG
905
ProVise Management Group
Florida
$1.5M +$112K +600 +8%
IIM
906
Intact Investment Management
Quebec, Canada
$1.5M -$150K -800 -9%
SACTSONJ
907
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.5M
UBG
908
United Bank (Georgia)
Georgia
$1.5M +$92.7K +495 +7%
FMB
909
Field & Main Bank
Kentucky
$1.5M +$1.5M +7,985 New
FI
910
FormulaFolio Investments
Michigan
$1.49M +$305K +1,628 +26%
VCM
911
Virtue Capital Management
Tennessee
$1.47M +$1.47M +7,869 New
NSIM
912
North Star Investment Management
Illinois
$1.47M -$3.75K -20 -0.3%
S
913
SignatureFD
Georgia
$1.46M -$235K -1,255 -14%
KOCAA
914
Knights of Columbus Asset Advisors
Connecticut
$1.46M -$5.9M -31,475 -80%
ANRIA
915
American National Registered Investment Advisor
Texas
$1.46M
ACH
916
ArrowMark Colorado Holdings
Colorado
$1.45M +$33K +176 +2%
ED
917
Exane Derivatives
France
$1.45M -$71.6K -382 -5%
AWP
918
Ascent Wealth Partners
New York
$1.45M +$401K +2,139 +38%
SJIM
919
St. Johns Investment Management
Florida
$1.44M +$163K +869 +13%
VCM
920
Verde Capital Management
Michigan
$1.44M -$97.2K -519 -6%
Arrowstreet Capital
921
Arrowstreet Capital
Massachusetts
$1.44M -$10.3M -55,200 -88%
PIM
922
Penobscot Investment Management
Massachusetts
$1.44M +$101K +540 +8%
EWM
923
Executive Wealth Management
Michigan
$1.44M +$85.8K +458 +6%
HIM
924
Hotaling Investment Management
Pennsylvania
$1.43M -$33.3K -178 -2%
EWA
925
EP Wealth Advisors
California
$1.43M -$22.3K -119 -2%