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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 %
KPCM
951
Kings Point Capital Management
New York
$51K +$51K +438 New
PFO
952
Pathstone Family Office
New Jersey
$49K
WF
953
WealthTrust Fairport
Ohio
$49K +$49K +418 New
Cohen & Steers
954
Cohen & Steers
New York
$49K +$49K +419 New
RE
955
RBC Europe
United Kingdom
$48.6K
BWP
956
Baldwin Wealth Partners
Massachusetts
$48K +$48K +412 New
DSC
957
Duncker Streett & Co
Missouri
$47K
SFG
958
SevenBridge Financial Group
Pennsylvania
$47K
BDWM
959
Brewin Dolphin Wealth Management
Ireland
$44.8K
CPIG
960
Chicago Partners Investment Group
Illinois
$41K
Lazard Asset Management
961
Lazard Asset Management
New York
$40K
WPA
962
West Paces Advisors
Georgia
$39.7K
AI
963
ArchPoint Investors
Florida
$39K
RA
964
Rational Advisors
New York
$39K +$39K +339 New
SIM
965
Sonora Investment Management
Arizona
$38.8K
AssetMark Inc
966
AssetMark Inc
California
$38K -$32.1K -275 -46%
PCTC
967
Perkins Coie Trust Company
Washington
$37K
PCP
968
Proficio Capital Partners
Massachusetts
$36K -$1.16K -10 -3%
AF
969
Advisornet Financial
Minnesota
$36K +$11.7K +100 +48%
FANJ
970
Financial Architects (New Jersey)
New Jersey
$35K
AA
971
AlphaMark Advisors
Kentucky
$35K
EARNEST Partners
972
EARNEST Partners
Georgia
$35K
MCM
973
Manchester Capital Management
Vermont
$35K +$5.23K +45 +18%
Nomura Holdings
974
Nomura Holdings
Japan
$34.4K +$28.8K +247,894 +514%
OIA
975
OneDigital Investment Advisors
Kansas
$34K -$72.6K -628 -68%