CRM icon

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 %
MPPLM
1051
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$337K +$1.52K +10 +0.5%
HTHT
1052
Hemenway Trust Hemenway Trust
New Hampshire
$336K -$9.1K -60 -3%
WCM
1053
Whitener Capital Management
North Carolina
$336K
TC
1054
TownSquare Capital
Utah
$336K +$100K +690 +43%
GLI
1055
Guardian Life Insurance
New York
$335K
HCM
1056
Hengehold Capital Management
Ohio
$334K
BWL
1057
Bogart Wealth LLC
Virginia
$334K +$81.9K +541 +32%
CIM
1058
CIM Investment Management
Pennsylvania
$333K +$14.1K +93 +4%
CWP
1059
Capital Wealth Planning
Florida
$331K +$331K +2,181 New
CA
1060
Calton & Associates
Florida
$330K -$2.13K -14 -0.6%
P
1061
&Partners
Tennessee
$326K
RPC
1062
Rossmore Private Capital
Connecticut
$326K
CL
1063
CPWM LLC
Washington
$326K +$8.34K +55 +3%
HKAM
1064
Horizon Kinetics Asset Management
New York
$323K +$2.43K +16 +0.8%
BBHC
1065
Brown Brothers Harriman & Co
New York
$322K -$4.39K -29 -1%
TFA
1066
Toth Financial Advisory
Virginia
$322K +$298K +1,960 +1,225%
C
1067
Cerebellum
California
$317K
LC
1068
Lourd Capital
California
$316K +$12.4K +82 +4%
HA
1069
Harfst & Associates
Wyoming
$315K
MFG
1070
Magnus Financial Group
New York
$313K -$55.4K -365 -15%
AF
1071
Allworth Financial
California
$312K
NAM
1072
North American Management
Massachusetts
$310K
AP
1073
Appleton Partners
Massachusetts
$310K
9WM
1074
9258 Wealth Management
Ohio
$308K +$98.4K +649 +47%
RMDI
1075
R.M. Davis Inc
Maine
$307K +$307K +2,024 New