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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 %
W
1051
WealthStone
Ohio
$892K +$892K +4,763 New
PA
1052
Procyon Advisors
Connecticut
$888K +$85.6K +457 +11%
CIAS
1053
Capital Investment Advisory Services
North Carolina
$887K +$19.7K +105 +2%
PAS
1054
Partnervest Advisory Services
California
$887K +$37.8K +202 +4%
SRC
1055
Sage Rhino Capital
California
$886K +$78.9K +421 +10%
CAMG
1056
CWA Asset Management Group
Florida
$881K -$18.2K -97 -2%
BG
1057
Berry Group
Massachusetts
$871K +$75.9K +405 +10%
RHP
1058
Royal Harbor Partners
Texas
$871K +$871K +4,652 New
BRA
1059
Blue Rock Advisors
Minnesota
$868K +$868K +4,635 New
ACM
1060
Allred Capital Management
Texas
$867K +$183K +975 +27%
CCG
1061
Ceeto Capital Group
Florida
$862K +$65.4K +349 +8%
EMG
1062
ETF Managers Group
New Jersey
$859K -$304K -1,657 -26%
ABC
1063
Associated Banc-Corp
Wisconsin
$849K +$43.6K +233 +5%
BPA
1064
Beacon Pointe Advisors
California
$843K +$369K +1,976 +78%
RCAG
1065
Rehmann Capital Advisory Group
Michigan
$841K +$98.2K +524 +13%
BWL
1066
Bogart Wealth LLC
Virginia
$839K +$172K +916 +26%
CHAM
1067
Clear Harbor Asset Management
Connecticut
$837K +$84.6K +452 +11%
FBT
1068
First Bank & Trust
South Dakota
$836K -$27.2K -145 -3%
ALAM
1069
Asahi Life Asset Management
Japan
$834K -$216K -1,150 -21%
WAS
1070
WESPAC Advisors SoCal
California
$828K +$29.8K +150 +4%
JWS
1071
Juncture Wealth Strategies
Arizona
$828K +$35.2K +188 +4%
SAG
1072
Spotlight Asset Group
Illinois
$828K +$828K +4,419 New
ANB
1073
Amarillo National Bank
Texas
$827K
Credit Agricole
1074
Credit Agricole
France
$827K +$159K +847 +24%
WEC
1075
Winslow Evans & Crocker
Massachusetts
$823K -$24K -128 -3%