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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 %
PL
1026
Plancorp LLC
Missouri
$365K -$7.13K -47 -2%
SIM
1027
SSI Investment Management
California
$365K -$1.67K -11 -0.5%
AC
1028
Abbrea Capital
California
$365K +$12.1K +80 +3%
RC
1029
Roundview Capital
New Jersey
$360K +$9.87K +65 +3%
TFGT
1030
TS Financial Group (TSFG)
Illinois
$358K -$14.1K -93 -4%
XS
1031
XR Securities
Illinois
$356K +$130K +855 +57%
Lazard Asset Management
1032
Lazard Asset Management
New York
$355K +$301K +1,990 +553%
PFP
1033
Pinnacle Financial Partners
Tennessee
$354K +$115K +755 +48%
GC
1034
Grace Capital
Massachusetts
$352K
QCIG
1035
Quad-Cities Investment Group
Iowa
$351K
RCA
1036
Rowland Carmichael Advisors
Arizona
$350K +$350K +2,308 New
SWM
1037
Segment Wealth Management
Texas
$349K +$36.4K +240 +12%
AC
1038
Alley Company
Illinois
$349K +$45.5K +300 +15%
PTC
1039
Petrus Trust Company
Texas
$348K +$151K +994 +76%
HCM
1040
Harvey Capital Management
Florida
$348K +$348K +2,300 New
VFPI
1041
Vantage Financial Partners (Illinois)
Illinois
$346K +$20K +132 +6%
ECM
1042
Evergreen Capital Management
Washington
$346K +$65.6K +433 +23%
HH
1043
Hilltop Holdings
Texas
$344K -$75.4K -497 -18%
LOAMS
1044
Lombard Odier Asset Management (Switzerland)
Switzerland
$344K
AIA
1045
Avalon Investment & Advisory
Texas
$342K -$29.6K -195 -8%
BOPW
1046
Brandywine Oak Private Wealth
Pennsylvania
$341K +$3.79K +25 +1%
KMWM
1047
Keudell/Morrison Wealth Management
Oregon
$340K -$4.53K -32 -1%
DC
1048
DeDora Capital
California
$340K +$27.3K +180 +9%
GEA
1049
Glen Eagle Advisors
New Jersey
$337K
RWP
1050
RWA Wealth Partners
Massachusetts
$337K