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Salesforce

1,693 hedge funds and large institutions have $139B invested in Salesforce in 2020 Q2 according to their latest regulatory filings, with 223 funds opening new positions, 763 increasing their positions, 541 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,693
Holders Change
+83
Holders Change %
+5.16%
% of All Funds
34.8%
Holding in Top 10
92
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.12%
% of All Funds
1.89%
New
223
Increased
763
Reduced
541
Closed
125
Calls
$2.07B
Puts
$2.78B
Net Calls
-$711M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
1026
Wintrust Investments
Illinois
$965K -$433K -2,344 -31%
WSFS
1027
Wilmington Savings Fund Society
Delaware
$964K -$33.7K -180 -3%
BCM
1028
Bienville Capital Management
New York
$947K +$108K +575 +13%
BWM
1029
BigSur Wealth Management
Florida
$946K -$28.1K -150 -3%
SMFS
1030
Squar Milner Financial Services
California
$946K +$180K +959 +23%
GFP
1031
Gryphon Financial Partners
Ohio
$943K -$76.5K -408 -8%
WC
1032
Wexford Capital
Florida
$937K +$937K +5,000 New
CBT
1033
Capital Bank & Trust
California
$935K -$47.2K -252 -5%
BBHC
1034
Brown Brothers Harriman & Co
New York
$934K +$140K +749 +18%
WI
1035
WrapManager Inc
California
$933K +$35.4K +189 +4%
IWC
1036
Integrated Wealth Concepts
Massachusetts
$933K +$182K +970 +24%
CCM
1037
Compton Capital Management
Rhode Island
$929K
JHCP
1038
Jackson Hole Capital Partners
Oklahoma
$926K +$926K +4,943 New
LSAG
1039
Lake Street Advisors Group
New Hampshire
$920K +$182K +970 +25%
FUBT
1040
First United Bank & Trust
Maryland
$916K -$9.36K -50 -1%
PWSG
1041
Pacific Wealth Strategies Group
California
$912K +$11.2K +60 +1%
VPIM
1042
Vanguard Personalized Indexing Management
California
$912K +$367K +1,960 +67%
MWM
1043
Mission Wealth Management
California
$909K -$31.5K -168 -3%
CF
1044
Centaurus Financial
California
$907K +$66K +352 +8%
MIM
1045
Moseley Investment Management
Florida
$903K +$21K +112 +2%
SIG
1046
Sargent Investment Group
Maryland
$902K
BS
1047
Bessemer Securities
New York
$899K
WF
1048
Welch & Forbes
Massachusetts
$898K +$73.1K +390 +9%
SMFG
1049
Sumitomo Mitsui Financial Group
Japan
$897K +$776K +4,232 +639%
SVCP
1050
Silicon Valley Capital Partners
California
$894K -$96.1K -513 -10%