CRM icon

Salesforce

1,373 hedge funds and large institutions have $99.2B invested in Salesforce in 2019 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 668 increasing their positions, 409 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
-37
Holders Change %
-2.62%
% of All Funds
29.87%
Holding in Top 10
75
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-25.74%
% of All Funds
1.63%
New
112
Increased
668
Reduced
409
Closed
131
Calls
$1.76B
Puts
$2.12B
Net Calls
-$356M
Net Calls Change
-$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
SBSB
1001
Sullivan, Bruyette, Speros & Blaney
Virginia
$406K +$132K +873 +48%
MFG
1002
Merit Financial Group
Georgia
$405K +$7.13K +47 +2%
LWAC
1003
Laurel Wealth Advisors (California)
California
$404K -$89.6K -591 -18%
ACI
1004
Alpha Cubed Investments
California
$404K +$13.7K +90 +3%
GSWM
1005
Golden State Wealth Management
California
$404K +$62.9K +415 +18%
AFM
1006
Abbot Financial Management
Massachusetts
$401K +$128K +841 +47%
NC
1007
NewSquare Capital
Pennsylvania
$401K +$159K +1,050 +66%
KTC
1008
Kistler-Tiffany Companies
Pennsylvania
$399K +$68.1K +449 +21%
HCM
1009
Highlander Capital Management
New Jersey
$394K +$30.3K +200 +8%
NSB
1010
Norway Savings Bank
Maine
$392K -$3.79K -25 -1%
CWAG
1011
Compton Wealth Advisory Group
Virginia
$389K
HWA
1012
HCR Wealth Advisors
California
$388K -$1.04M -6,841 -73%
EWA
1013
EP Wealth Advisors
California
$383K +$71.5K +472 +23%
FC
1014
Ferris Capital
Massachusetts
$382K
CA
1015
Clearstead Advisors
Ohio
$382K +$382K +2,518 New
FCA
1016
FLC Capital Advisors
California
$381K
HPWM
1017
Highland Private Wealth Management
Washington
$381K +$37.3K +246 +11%
RCAG
1018
Rehmann Capital Advisory Group
Michigan
$379K -$8.35K -55 -2%
ATFA
1019
All Terrain Financial Advisors
Minnesota
$379K
NJBEST
1020
New Jersey Better Educational Savings Trust
New Jersey
$379K +$45.5K +300 +14%
LSAG
1021
Lake Street Advisors Group
New Hampshire
$378K +$51.9K +342 +16%
BCM
1022
BTC Capital Management
Iowa
$376K -$197K -1,303 -34%
CAMG
1023
CWA Asset Management Group
Florida
$372K +$372K +2,452 New
TC
1024
Truvestments Capital
Florida
$370K +$281K +1,855 +317%
HT
1025
Heritage Trust
Oklahoma
$367K