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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 %
BC
1001
Bartlett & Co
Ohio
$21K +$6.07K +52 +41%
BCWM
1002
Bartlett & Co Wealth Management
Ohio
$20.9K +$20.9K +180 New
MSFP
1003
Mark Sheptoff Financial Planning
Connecticut
$20K
CHC
1004
City Holding Co
West Virginia
$20K
WCM
1005
Whitener Capital Management
North Carolina
$20K +$2.22K +20 +13%
KTC
1006
Kistler-Tiffany Companies
Pennsylvania
$20K +$8.17K +69 +69%
TFA
1007
Toth Financial Advisory
Virginia
$19K +$19K +160 New
IUHSA
1008
Itau Unibanco Holding S.A.
Brazil
$18K -$155K -1,348 -90%
VCM
1009
Versant Capital Management
Arizona
$18K +$2.56K +22 +17%
AAP
1010
Arax Advisory Partners
Colorado
$18K +$12.6K +109 +232%
CGI
1011
CI Global Investments
California
$16K -$8.67M -75,840 -100%
ADL
1012
Asset Dedication LLC
California
$16K +$7.31K +64 +84%
LF
1013
Lee Financial
Texas
$16K +$16K +136 New
KF
1014
Krilogy Financial
Missouri
$15K -$6K -50 -29%
HL
1015
Harding Loevner
New Jersey
$15K
SSA
1016
South Street Advisors
New York
$15K -$138 -1,190 -0.9%
RIM
1017
Ranger Investment Management
Texas
$14K
PW
1018
Price Wealth
Texas
$14K
GWS
1019
Glassman Wealth Services
Virginia
$14K +$3.5K +30 +33%
AIM
1020
Arcadia Investment Management
Michigan
$13K
MWM
1021
MinichMacGregor Wealth Management
New York
$12K -$561 -5 -4%
AIM
1022
Advantage Investment Management
Iowa
$12K
BRC
1023
Bell Rock Capital
Delaware
$12K
CAL
1024
Capital Advisors Ltd
Ohio
$12K
PG
1025
Patten Group
Tennessee
$12K