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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 %
RM
1101
Resource Management
Louisiana
$273K +$273K +1,800 New
ESB
1102
Essex Savings Bank
Connecticut
$272K +$211K +1,387 +342%
IUHSA
1103
Itau Unibanco Holding S.A.
Brazil
$270K -$88.4K -585 -25%
QCG
1104
Quadrant Capital Group
Ohio
$267K -$81.1K -561 -23%
BDF
1105
Balasa Dinverno & Foltz
$267K -$56.7K -374 -18%
DWA
1106
Dougherty Wealth Advisers
Minnesota
$267K
SVWAG
1107
Sound View Wealth Advisors Group
Georgia
$264K +$264K +1,740 New
UCMOK
1108
United Capital Management of KS
Kansas
$262K +$25.9K +168 +11%
SIA
1109
Starfire Investment Advisers
Michigan
$260K
M
1110
Mirova
France
$257K
NIM
1111
NuWave Investment Management
New Jersey
$253K +$208K +1,369 +456%
AFM
1112
Andesa Financial Management
Pennsylvania
$252K -$234K -1,557 -48%
SVCP
1113
Silicon Valley Capital Partners
California
$252K +$4.55K +30 +2%
VWA
1114
V Wealth Advisors
Kansas
$252K +$38.1K +246 +18%
PA
1115
Parkside Advisors
California
$250K
CPA
1116
Clear Perspective Advisors
Illinois
$250K +$10.9K +72 +5%
EF
1117
Empirical Finance
Pennsylvania
$248K -$4.55K -30 -2%
VC
1118
Voit & Company
Wisconsin
$247K -$12.1K -80 -5%
JCM
1119
Jacobi Capital Management
Pennsylvania
$246K +$11.8K +78 +5%
QT
1120
Quantamental Technologies
New York
$246K +$246K +1,619 New
IA
1121
IFG Advisory
Georgia
$245K +$245K +1,621 New
HWA
1122
Heritage Wealth Advisors
Virginia
$244K
OPFM
1123
Optimus Prime Fund Management
Cayman Islands
$243K
UIA
1124
UBP Investment Advisors
Switzerland
$243K +$30.4K +200 +14%
AIM
1125
Axiom Investment Management
New York
$242K