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Salesforce

1,140 hedge funds and large institutions have $86.5B invested in Salesforce in 2018 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 515 increasing their positions, 323 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+68
Holders Change %
+6.34%
% of All Funds
26.13%
Holding in Top 10
79
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+25.4%
% of All Funds
1.81%
New
147
Increased
515
Reduced
323
Closed
71
Calls
$1.47B
Puts
$1.55B
Net Calls
-$76.7M
Net Calls Change
+$8.98M
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
1001
Reilly Financial Advisors
California
$66K
SFG
1002
SevenBridge Financial Group
Pennsylvania
$66K +$11.6K +85 +21%
HI
1003
Hudock Inc
Pennsylvania
$65K -$19.5K -144 -23%
HDIM
1004
Hanson & Doremus Investment Management
Vermont
$61K
FPFS
1005
First Personal Financial Services
North Carolina
$60K -$205K -1,501 -77%
KPCM
1006
Kings Point Capital Management
New York
$60K
RE
1007
RBC Europe
United Kingdom
$59.1K +$2.05K +15 +4%
GFP
1008
Gryphon Financial Partners
Ohio
$58K +$26.9K +197 +86%
AA
1009
Apriem Advisors
California
$58K +$58K +425 New
DWM
1010
Destination Wealth Management
California
$57K -$38.1K -280 -40%
Cohen & Steers
1011
Cohen & Steers
New York
$56K -$1.65K -12 -3%
BWP
1012
Baldwin Wealth Partners
Massachusetts
$56K
EMG
1013
ETF Managers Group
New Jersey
$54.3K -$359K -28,878 -87%
BDWM
1014
Brewin Dolphin Wealth Management
Ireland
$52.5K
MCM
1015
Manchester Capital Management
Vermont
$52K +$10.9K +80 +27%
AF
1016
Advisornet Financial
Minnesota
$51K +$8.89K +65 +21%
IFAM
1017
Institutional & Family Asset Management
Colorado
$49K +$15K +110 +44%
SMFS
1018
Squar Milner Financial Services
California
$49K +$49K +361 New
WPA
1019
West Paces Advisors
Georgia
$48.3K +$1.77K +13 +4%
CPIG
1020
Chicago Partners Investment Group
Illinois
$48K
Lazard Asset Management
1021
Lazard Asset Management
New York
$47K
SIM
1022
Sonora Investment Management
Arizona
$46K
EARNEST Partners
1023
EARNEST Partners
Georgia
$46K +$4.75K +35 +12%
WA
1024
WP Advisors
California
$45K +$45K +330 New
AssetMark Inc
1025
AssetMark Inc
California
$44K