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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 %
FPFS
1051
First Personal Financial Services
North Carolina
$106K +$36.1K +227 +52%
FIB
1052
First Interstate Bank
Montana
$103K
FHA
1053
First Horizon Advisors
Tennessee
$101K
GP
1054
Girard Partners
Pennsylvania
$99K +$99K +624 New
BWP
1055
Baldwin Wealth Partners
Massachusetts
$97K +$31.7K +200 +49%
BCM
1056
Blume Capital Management
California
$95K
NSB
1057
Norway Savings Bank
Maine
$95K +$79K +495 +495%
GEA
1058
Glen Eagle Advisors
New Jersey
$94.5K +$2.23K +14 +2%
CPIG
1059
Chicago Partners Investment Group
Illinois
$92K +$45.8K +350 +99%
NSIM
1060
North Star Investment Management
Illinois
$92K +$92K +576 New
RIM
1061
Ranger Investment Management
Texas
$91K +$71.3K +449 +362%
DWM
1062
Destination Wealth Management
California
$90K +$23.7K +150 +36%
OGC
1063
Oak Grove Capital
New Hampshire
$87K +$79.1K +500 +1,000%
WWM
1064
Wagner Wealth Management
South Carolina
$87K +$87K +550 New
RFWA
1065
RPg Family Wealth Advisory
Massachusetts
$85.4K
PMFA
1066
Plante Moran Financial Advisors
Michigan
$83K -$6.23K -39 -7%
PFO
1067
Pathstone Family Office
New Jersey
$83K +$44.8K +281 +117%
WAM
1068
Watermark Asset Management
California
$82K
GRP
1069
Global Retirement Partners
California
$81K +$57.6K +364 +246%
HCM
1070
Highlander Capital Management
New Jersey
$80K
DSC
1071
Duncker Streett & Co
Missouri
$80K
HRC
1072
Hoertkorn Richard Charles
$80K
GSC
1073
G&S Capital
Colorado
$80K
ECM
1074
Exchange Capital Management
Michigan
$80K +$40K +250 +100%
TC
1075
Truvestments Capital
Florida
$78K +$78K +489 New