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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 %
JCM
926
Jacobi Capital Management
Pennsylvania
$84K
PCM
927
Poehling Capital Management
Wisconsin
$81K +$23.1K +200 +40%
DWM
928
Destination Wealth Management
California
$81K +$81K +699 New
FMII
929
Farmers & Merchants Investments Inc
Nebraska
$79K
BCM
930
Blume Capital Management
California
$79K
Carson Wealth (CWM LLC)
931
Carson Wealth (CWM LLC)
Nebraska
$78K +$4.64K +40 +6%
PMFA
932
Plante Moran Financial Advisors
Michigan
$77K +$5.73K +49 +8%
KA
933
Kaizen Advisory
Illinois
$76K
FIB
934
First Interstate Bank
Montana
$76K
FHA
935
First Horizon Advisors
Tennessee
$75K -$20.9K -179 -22%
PFBT
936
Parkside Financial Bank & Trust
Missouri
$75K +$9.69K +84 +15%
ST
937
Smithfield Trust
Pennsylvania
$73K
HI
938
Hudock Inc
Pennsylvania
$72K +$28.2K +244 +64%
RWP
939
RWA Wealth Partners
Massachusetts
$72K +$72K +621 New
HFP
940
Holistic Financial Partners
Indiana
$68K
GEA
941
Glen Eagle Advisors
New Jersey
$66.5K +$1.4K +12 +2%
WDL
942
Well Done LLC
Michigan
$66K +$66K +565 New
RFWA
943
RPg Family Wealth Advisory
Massachusetts
$62.5K
CCA
944
Clearwater Capital Advisors
Illinois
$62K +$62K +535 New
WAM
945
Watermark Asset Management
California
$60K +$11.7K +100 +24%
HRC
946
Hoertkorn Richard Charles
$58K
GSC
947
G&S Capital
Colorado
$58K
LWM
948
Lenox Wealth Management
Ohio
$58K +$581 +5 +1%
RFA
949
Reilly Financial Advisors
California
$57K +$36.5K +312 +178%
HDIM
950
Hanson & Doremus Investment Management
Vermont
$52K