CRM icon

Salesforce

1,215 hedge funds and large institutions have $101B invested in Salesforce in 2018 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+75
Holders Change %
+6.58%
% of All Funds
27.82%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.97%
New
148
Increased
495
Reduced
412
Closed
64
Calls
$1.38B
Puts
$2.1B
Net Calls
-$717M
Net Calls Change
-$640M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
1026
Geneos Wealth Management
Colorado
$171K -$12.5K -79 -7%
EMG
1027
ETF Managers Group
New Jersey
$154K -$540K -3,396 -78%
RE
1028
RBC Europe
United Kingdom
$152K +$83.2K +523 +121%
BBHC
1029
Brown Brothers Harriman & Co
New York
$152K -$18.5K -116 -11%
JCM
1030
Jacobi Capital Management
Pennsylvania
$145K -$2.86K -18 -2%
TL
1031
TrueWealth LLC
Georgia
$139K
JFA
1032
JNBA Financial Advisors
Minnesota
$137K -$154K -968 -53%
AOWM
1033
Alpha Omega Wealth Management
Virginia
$137K -$31.9K -200 -19%
CLM
1034
ClearBridge LLC (Maryland)
Maryland
$134K -$7.82K -49 -6%
PVH
1035
Psagot Value Holdings
Israel
$134K +$134K +840 New
YWP
1036
YorkBridge Wealth Partners
New York
$131K -$1.34M -8,367 -91%
HFM
1037
Hartford Financial Management
Connecticut
$130K -$3.19K -20 -2%
CFA
1038
Carroll Financial Associates
North Carolina
$130K
AIM
1039
Advantage Investment Management
Iowa
$129K +$113K +709 +709%
IWP
1040
Icon Wealth Partners
Texas
$125K -$22.9K -144 -15%
AI
1041
ArchPoint Investors
Florida
$123K +$123K +772 New
WSTAM
1042
Wilbanks Smith & Thomas Asset Management
Virginia
$119K +$119K +747 New
FANJ
1043
Financial Architects (New Jersey)
New Jersey
$116K
JA
1044
JOYN Advisors
Georgia
$116K +$22.8K +143 +24%
FMII
1045
Farmers & Merchants Investments Inc
Nebraska
$112K -$317 -2 -0.3%
FL
1046
Fort LP
Maryland
$112K +$112K +707 New
PFBT
1047
Parkside Financial Bank & Trust
Missouri
$111K +$2.69K +17 +2%
SIMG
1048
Stephens Investment Management Group
Texas
$108K -$2.74M -17,222 -96%
LWM
1049
Lenox Wealth Management
Ohio
$108K +$31.1K +195 +40%
JG
1050
Jefferies Group
New York
$108K +$57.8K +363 +115%