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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 %
APP
926
Avantax Planning Partners
Iowa
$552K +$20.6K +135 +4%
MAFM
927
Mid Atlantic Financial Management
Pennsylvania
$550K +$112K +739 +26%
CAM
928
Concorde Asset Management
Michigan
$549K -$10.6K -70 -2%
WF
929
Welch & Forbes
Massachusetts
$547K -$86.2K -568 -14%
WBC
930
West Branch Capital
Massachusetts
$547K +$312K +2,057 +133%
SFG
931
Summit Financial Group
West Virginia
$546K -$16.4K -108 -3%
VCM
932
Virtue Capital Management
Tennessee
$542K +$542K +3,574 New
MA
933
MANA Advisors
New York
$539K +$539K +3,552 New
BCA
934
Berman Capital Advisors
Georgia
$538K +$41.3K +273 +8%
OIA
935
Optimum Investment Advisors
Illinois
$537K +$22K +145 +4%
PAS
936
Partnervest Advisory Services
California
$533K -$9.1K -60 -2%
FUBT
937
First United Bank & Trust
Maryland
$533K +$66.1K +435 +14%
EWA
938
Exencial Wealth Advisors
Oklahoma
$524K
MIM
939
Moseley Investment Management
Florida
$524K +$43.4K +286 +9%
CAW
940
Cornerstone Advisors (Washington)
Washington
$521K +$29.6K +195 +6%
HPC
941
HM Payson & Co
Maine
$520K +$520K +3,426 New
HB
942
Homrich & Berg
Georgia
$519K +$115K +756 +28%
FPA
943
First Pacific Advisors
California
$516K
PCM
944
Penserra Capital Management
California
$512K +$66.3K +438 +15%
CIA
945
CSat Investment Advisory
Michigan
$512K +$510K +3,364 +21,025%
FSA
946
Franklin Street Advisors
North Carolina
$508K +$255K +1,681 +101%
CP
947
Camelot Portfolios
Ohio
$501K -$42.3K -279 -8%
AL
948
Aspiriant LLC
California
$501K -$6.51K -43 -1%
SP
949
SWS Partners
Ohio
$499K +$499K +3,160 New
RFO
950
RiverGlades Family Offices
Florida
$492K +$3.03K +20 +0.6%