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Salesforce

1,419 hedge funds and large institutions have $107B invested in Salesforce in 2019 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 709 increasing their positions, 410 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,419
Holders Change
+46
Holders Change %
+3.35%
% of All Funds
31.17%
Holding in Top 10
86
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.67%
% of All Funds
1.89%
New
153
Increased
709
Reduced
410
Closed
100
Calls
$2.07B
Puts
$2.38B
Net Calls
-$317M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
951
Avestar Capital
New York
$684K +$655K +4,415 +2,299%
WCA
952
Westover Capital Advisors
Delaware
$679K -$10.1K -68 -1%
EFS
953
Essex Financial Services
Connecticut
$677K +$7.87K +53 +1%
WAS
954
WESPAC Advisors SoCal
California
$673K -$18.5K -125 -3%
AWM
955
Avior Wealth Management
Nebraska
$668K -$24.7K -198 -4%
NWS
956
Newport Wealth Strategies
California
$661K -$68.3K -460 -9%
WMA
957
Wealth Management Associates
New Jersey
$658K +$658K +4,431 New
ANB
958
Amarillo National Bank
Texas
$655K
IIM
959
Intact Investment Management
Quebec, Canada
$653K
BIAS
960
Beacon Investment Advisory Services
New Jersey
$651K +$651K +4,386 New
NERM
961
New England Research & Management
Illinois
$649K -$7.43K -50 -1%
LCAM
962
London & Capital Asset Management
United Kingdom
$646K
RCAG
963
Rehmann Capital Advisory Group
Michigan
$645K +$273K +1,841 +74%
WAM
964
Wealthspire Advisors (Maryland)
Maryland
$641K +$33K +222 +5%
WF
965
Welch & Forbes
Massachusetts
$637K +$102K +686 +19%
1SB
966
1ST Source Bank
Indiana
$636K -$22.1K -149 -3%
CF
967
Centaurus Financial
California
$635K +$360K +2,428 +131%
SRC
968
Sage Rhino Capital
California
$630K +$16K +108 +3%
FIM
969
Freedom Investment Management
Connecticut
$630K +$63.8K +430 +11%
MC
970
Machina Capital
France
$629K -$803K -5,405 -56%
LC
971
Lindbrook Capital
California
$629K +$412K +2,780 +190%
APP
972
Avantax Planning Partners
Iowa
$625K +$88.5K +596 +16%
SWRP
973
Summit Wealth & Retirement Planning
California
$622K +$622K +4,187 New
SBIA
974
Sheaff Brock Investment Advisors
Indiana
$615K +$63.3K +426 +11%
MWM
975
Mission Wealth Management
California
$613K -$10.2K -69 -2%