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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 %
BHA
926
Beech Hill Advisors
New York
$1.41M -$9.36K -50 -0.7%
LWS
927
Lucia Wealth Services
California
$1.41M +$195K +1,043 +16%
MS
928
Madden Securities
Texas
$1.41M +$1.41M +7,513 New
TPWA
929
TRUE Private Wealth Advisors
Oregon
$1.4M +$68.1K +364 +5%
CCA
930
Checchi Capital Advisers
California
$1.38M +$102K +542 +8%
IIM
931
Ironwood Investment Management
Massachusetts
$1.38M -$85.8K -458 -6%
CBT
932
Central Bank & Trust
Kentucky
$1.38M -$478K -2,550 -26%
SWIG
933
Strategic Wealth Investment Group
Kentucky
$1.37M +$123K +658 +10%
WWM
934
Western Wealth Management
Colorado
$1.36M +$433K +2,310 +46%
IWS
935
Insight Wealth Strategies
California
$1.35M +$299K +1,596 +28%
PSUF
936
People's United Financial
Connecticut
$1.35M -$120K -643 -8%
AF
937
Aldebaran Financial
$1.35M -$1.32M -7,025 -49%
B
938
Barings
North Carolina
$1.34M
BB
939
Bell Bank
North Dakota
$1.33M -$15.6K -83 -1%
HT
940
Heritage Trust
Oklahoma
$1.33M +$918K +4,900 +223%
FSA
941
Financial Sense Advisors
California
$1.32M +$56K +299 +4%
VR
942
Viridian RIA
Washington
$1.32M +$30K +160 +2%
SCM
943
Shelton Capital Management
Colorado
$1.31M -$54.7K -292 -4%
SC
944
Slow Capital
California
$1.31M -$59.9K -320 -4%
IIA
945
IPG Investment Advisors
California
$1.3M +$60.9K +325 +5%
EI
946
Ethic Inc
New York
$1.3M +$325K +1,735 +33%
EWM
947
Elmwood Wealth Management
California
$1.3M -$597K -3,190 -32%
LCP
948
Legacy Capital Partners
Wisconsin
$1.3M -$30.9K -165 -2%
PAS
949
Park Avenue Securities
New York
$1.29M +$356K +1,899 +38%
CPC
950
Congress Park Capital
New York
$1.29M -$107K -570 -8%