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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 %
FIB
951
First Interstate Bank
Montana
$1.28M +$798K +4,259 +164%
CI
952
Cavalier Investments
Georgia
$1.28M +$1.28M +6,823 New
TFS
953
Thoroughbred Financial Services
Tennessee
$1.28M -$349K -1,865 -21%
IAIM
954
International Assets Investment Management
Florida
$1.28M +$129K +688 +11%
CCM
955
Cribstone Capital Management
Maine
$1.27M +$56.6K +302 +5%
KAM
956
Karani Asset Management
New York
$1.27M -$125K -667 -9%
CWAG
957
Compton Wealth Advisory Group
Virginia
$1.27M -$129K -690 -9%
CFFP
958
Center for Financial Planning
Michigan
$1.27M +$215K +1,150 +21%
DP
959
Denver PWM
Colorado
$1.26M
HSA
960
HBK Sorce Advisory
Pennsylvania
$1.26M +$488K +2,605 +63%
CWM
961
Calamos Wealth Management
Illinois
$1.25M -$5.24M -27,977 -81%
BWAM
962
Boyd Watterson Asset Management
Ohio
$1.25M +$118K +632 +10%
MS
963
Mizuho Securities
Japan
$1.24M +$1.02M +7,070 +450%
PCS
964
Personal CFO Solutions
New Jersey
$1.24M -$12.5K -67 -1%
RG
965
Rikoon Group
New Mexico
$1.23M -$32.8K -175 -3%
WAM
966
Wealthspire Advisors (Maryland)
Maryland
$1.23M +$228K +1,219 +23%
EAM
967
Eagle Asset Management
Florida
$1.23M +$28.9K +158 +2%
BEC
968
Blue Edge Capital
Virginia
$1.22M +$89.9K +480 +8%
VLKIM
969
Van Lanschot Kempen Investment Management
Netherlands
$1.22M -$203K -1,081 -14%
MC
970
Maverick Capital
Texas
$1.21M +$569K +3,038 +89%
RCA
971
Rowland Carmichael Advisors
Arizona
$1.19M +$816K +4,354 +216%
NB
972
Nicolet Bankshares
Wisconsin
$1.19M -$89.9K -480 -7%
AFAS
973
Acorn Financial Advisory Services
Virginia
$1.18M -$375 -2 -0%
QPWM
974
Quadrant Private Wealth Management
Pennsylvania
$1.17M +$320K +1,706 +38%
SFI
975
SPC Financial Inc
Maryland
$1.17M +$87.3K +466 +8%