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Salesforce

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B
Name Holding Trade Value Shares
Change
Shares
Change %
SWMG
1026
Strategic Wealth Management Group
Maryland
$1.37M +$39.2K +156 +3%
IWC
1027
Integrated Wealth Concepts
Massachusetts
$1.37M +$114K +455 +9%
MFG
1028
MidWestOne Financial Group
Iowa
$1.36M -$159K -631 -10%
MYIA
1029
Mount Yale Investment Advisors
Colorado
$1.35M +$507K +2,017 +60%
CFMC
1030
Curbstone Financial Management Corp
New Hampshire
$1.34M
BAM
1031
Barrett Asset Management
New York
$1.34M +$570K +2,267 +74%
SVCP
1032
Silicon Valley Capital Partners
California
$1.34M +$140K +557 +12%
WSFS
1033
Wilmington Savings Fund Society
Delaware
$1.33M +$35.2K +140 +3%
JHCP
1034
Jackson Hole Capital Partners
Oklahoma
$1.33M +$84.7K +337 +7%
PCM
1035
Pennsylvania Capital Management
Pennsylvania
$1.32M +$343K +1,365 +35%
PCM
1036
Prelude Capital Management
New York
$1.32M +$768K +3,057 +140%
IWM
1037
IHT Wealth Management
Illinois
$1.32M -$203K -809 -13%
BWAM
1038
Boyd Watterson Asset Management
Ohio
$1.31M -$363K -1,442 -22%
BWL
1039
Bogart Wealth LLC
Virginia
$1.31M +$189K +751 +17%
BG
1040
Berry Group
Massachusetts
$1.31M +$145K +578 +12%
CAM
1041
CenterStar Asset Management
Illinois
$1.31M -$709K
IDBONY
1042
Israel Discount Bank of New York
New York
$1.3M -$117K -466 -8%
GDP
1043
Great Diamond Partners
Maine
$1.3M -$14.1K -56 -1%
EWM
1044
Elmwood Wealth Management
California
$1.3M
DAM
1045
Doheny Asset Management
California
$1.29M -$112K -445 -8%
ATPW
1046
Ashton Thomas Private Wealth
Arizona
$1.29M +$315K +1,252 +32%
KMWM
1047
Keudell/Morrison Wealth Management
Oregon
$1.29M -$29.4K -117 -2%
SBIA
1048
Sheaff Brock Investment Advisors
Indiana
$1.28M +$243K +965 +23%
EWM
1049
EPG Wealth Management
Georgia
$1.27M -$80.9K -322 -6%
MIM
1050
Moseley Investment Management
Florida
$1.27M +$62.1K +247 +5%