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Salesforce

1,419 hedge funds and large institutions have $107B invested in Salesforce in 2019 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 709 increasing their positions, 410 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,419
Holders Change
+46
Holders Change %
+3.35%
% of All Funds
31.17%
Holding in Top 10
86
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.67%
% of All Funds
1.89%
New
153
Increased
709
Reduced
410
Closed
100
Calls
$2.07B
Puts
$2.38B
Net Calls
-$317M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HPWM
1076
Highland Private Wealth Management
Washington
$383K +$10.8K +73 +3%
AIA
1077
Avalon Investment & Advisory
Texas
$383K +$48.6K +328 +15%
SWM
1078
Segment Wealth Management
Texas
$382K +$40.7K +274 +12%
GLI
1079
Guardian Life Insurance
New York
$381K +$53.5K +360 +16%
HWA
1080
HCR Wealth Advisors
California
$380K
FFG
1081
Fortem Financial Group
California
$379K -$37.2K -250 -9%
IWC
1082
Integrated Wealth Concepts
Massachusetts
$378K -$17.4K -117 -4%
BOPW
1083
Brandywine Oak Private Wealth
Pennsylvania
$378K +$44.2K +298 +13%
FC
1084
Ferris Capital
Massachusetts
$374K
MWP
1085
MYCIO Wealth Partners
Pennsylvania
$372K -$48.4K -326 -12%
GSWM
1086
Golden State Wealth Management
California
$372K -$23.1K -156 -6%
LSAG
1087
Lake Street Advisors Group
New Hampshire
$371K +$29.2K +213 +9%
CDH
1088
Charles D. Hyman
$368K -$74.2K -500 -17%
SVCP
1089
Silicon Valley Capital Partners
California
$368K +$122K +821 +49%
VSWA
1090
Vontobel Swiss Wealth Advisors
Switzerland
$366K -$56K -377 -13%
BCM
1091
BTC Capital Management
Iowa
$365K -$4.9K -33 -1%
WCM
1092
Whitener Capital Management
North Carolina
$365K +$37K +250 +11%
HH
1093
Hilltop Holdings
Texas
$363K +$26.4K +178 +8%
BWL
1094
Bogart Wealth LLC
Virginia
$363K +$35.8K +241 +11%
HT
1095
Heritage Trust
Oklahoma
$359K
SIM
1096
SSI Investment Management
California
$358K -$297 -2 -0.1%
RCA
1097
Rowland Carmichael Advisors
Arizona
$355K +$12.6K +85 +4%
KMWM
1098
Keudell/Morrison Wealth Management
Oregon
$354K -$2.08K -14 -0.6%
TFGT
1099
TS Financial Group (TSFG)
Illinois
$352K +$1.49K +10 +0.4%
RWP
1100
RWA Wealth Partners
Massachusetts
$352K +$22.3K +150 +7%