CRM icon

Salesforce

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HH
1026
Hilltop Holdings
Texas
$438K +$70K +442 +19%
BIM
1027
Bridges Investment Management
Nebraska
$436K +$436K +2,750 New
EM
1028
Emancipation Management
New York
$436K +$436K +2,750 New
RWA
1029
Ropes Wealth Advisors
Massachusetts
$435K
WAG
1030
Winthrop Advisory Group
Massachusetts
$425K +$16K +100 +4%
CCA
1031
Cobblestone Capital Advisors
New York
$424K -$58.5K -370 -12%
HI
1032
Horizon Investments
North Carolina
$424K +$424K +2,680 New
HB
1033
Homrich & Berg
Georgia
$422K +$34.8K +220 +9%
MFG
1034
Merit Financial Group
Georgia
$415K +$39.1K +247 +10%
NSB
1035
Norway Savings Bank
Maine
$413K -$2.37K -15 -0.6%
ACI
1036
Alpha Cubed Investments
California
$407K +$17.1K +108 +4%
CWAG
1037
Compton Wealth Advisory Group
Virginia
$406K
RCAG
1038
Rehmann Capital Advisory Group
Michigan
$405K +$32K +202 +9%
FC
1039
Ferris Capital
Massachusetts
$399K -$792 -5 -0.2%
MSR
1040
Main Street Research
Connecticut
$397K +$36.6K +231 +10%
VNA
1041
Valley National Advisers
Pennsylvania
$396K -$85.3K -539 -18%
ATFA
1042
All Terrain Financial Advisors
Minnesota
$396K
FCA
1043
FLC Capital Advisors
California
$395K +$50K +316 +14%
TFGT
1044
TS Financial Group (TSFG)
Illinois
$389K +$389K +2,454 New
PL
1045
Plancorp LLC
Missouri
$388K -$111K -702 -22%
AIA
1046
Avalon Investment & Advisory
Texas
$388K +$388K +2,450 New
SIM
1047
SSI Investment Management
California
$386K +$386K +2,422 New
MFG
1048
Magnus Financial Group
New York
$385K -$71.5K -451 -16%
KMWM
1049
Keudell/Morrison Wealth Management
Oregon
$385K +$385K +2,433 New
SG
1050
StoneX Group
New York
$384K -$35.6K -225 -8%