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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 %
LOAMS
1001
Lombard Odier Asset Management (Switzerland)
Switzerland
$541K +$204K +1,372 +60%
FUBT
1002
First United Bank & Trust
Maryland
$534K +$13.4K +90 +3%
SCI
1003
S&CO Inc
Massachusetts
$531K -$47.5K -320 -8%
BPCE
1004
Bank Pictet & Cie (Europe)
Germany
$527K -$750K -5,049 -59%
CCM
1005
Coldstream Capital Management
Washington
$526K +$118K +795 +29%
PAS
1006
Park Avenue Securities
New York
$523K -$21.1K -142 -4%
Lazard Asset Management
1007
Lazard Asset Management
New York
$519K +$171K +1,156 +49%
OIA
1008
Optimum Investment Advisors
Illinois
$515K -$10.2K -69 -2%
TC
1009
Truvestments Capital
Florida
$513K +$151K +1,017 +42%
QCM
1010
Quantinno Capital Management
New York
$513K +$513K +3,455 New
JFGIW
1011
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$510K -$30K -202 -6%
CNBT
1012
Canandaigua National Bank & Trust
New York
$505K +$505K +3,401 New
CRWM
1013
Castle Rock Wealth Management
California
$504K -$197K -1,216 -28%
ACM
1014
Allred Capital Management
Texas
$503K -$160K -1,082 -24%
SG
1015
StoneX Group
New York
$496K +$30.9K +208 +7%
WI
1016
Wintrust Investments
Illinois
$493K +$22.7K +153 +5%
CB
1017
CNB Bank
Pennsylvania
$487K -$78.2K -527 -14%
PWP
1018
Principle Wealth Partners
Connecticut
$484K +$14.9K +100 +3%
NL
1019
NWAM LLC
Washington
$484K +$56.5K +381 +13%
RFO
1020
RiverGlades Family Offices
Florida
$482K
PWMG
1021
Prestige Wealth Management Group
New Jersey
$482K +$17.2K +116 +4%
BCM
1022
Bienville Capital Management
New York
$480K +$480K +3,234 New
MFW
1023
Meristem Family Wealth
Minnesota
$477K +$208K +1,400 +77%
SP
1024
SWS Partners
Ohio
$475K -$40.3K -247 -8%
PGFC
1025
Peapack-Gladstone Financial Corp
New Jersey
$475K +$14.9K +100 +3%