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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 %
WCA
1076
Westover Capital Advisors
Delaware
$823K -$6.37K -34 -0.8%
QCM
1077
Quest Capital Management
Texas
$823K +$5.06K +27 +0.6%
1SB
1078
1ST Source Bank
Indiana
$815K +$12.9K +69 +2%
KTC
1079
Kistler-Tiffany Companies
Pennsylvania
$809K +$107K +569 +15%
WMA
1080
Wealth Management Associates
New Jersey
$807K
MFW
1081
Meristem Family Wealth
Minnesota
$801K +$4.5K +24 +0.6%
LS
1082
Leelyn Smith
Illinois
$799K +$164K +878 +26%
EPA
1083
Element Pointe Advisors
Florida
$799K +$799K +4,268 New
KF
1084
Krilogy Financial
Missouri
$796K +$796K +4,248 New
ACWM
1085
Adams Chetwood Wealth Management
North Carolina
$794K
LB
1086
Legacy Bridge
Iowa
$789K -$16.9K -90 -2%
TI
1087
Trexquant Investment
Connecticut
$786K +$786K +4,194 New
BWM
1088
Buckley Wealth Management
Nevada
$782K -$61.1K -326 -7%
TP
1089
Tranquility Partners
Tennessee
$782K +$272K +1,450 +53%
MWM
1090
Meridian Wealth Management
Kentucky
$780K -$1.24M -6,624 -61%
AII
1091
AGF Investments Inc
Ontario, Canada
$777K +$604K +3,221 +348%
SBIA
1092
Sheaff Brock Investment Advisors
Indiana
$773K -$70.5K -376 -8%
CPIA
1093
Cornell Pochily Investment Advisors
New York
$771K +$14K +75 +2%
WP
1094
WealthSource Partners
California
$769K -$286K -1,528 -27%
GC
1095
GFG Capital
Florida
$764K +$27K +144 +4%
PPW
1096
Parcion Private Wealth
Washington
$760K -$180K -910 -19%
DBRC
1097
D.B. Root & Company
Pennsylvania
$760K -$22.8K -122 -3%
BCWM
1098
Blue Chip Wealth Management
Florida
$760K +$1.31K +7 +0.2%
LWM
1099
Laidlaw Wealth Management
New York
$760K +$75.7K +404 +11%
RWB
1100
RMR Wealth Builders
New Jersey
$759K +$759K +4,049 New