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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 %
MAM
1101
Meeder Asset Management
Ohio
$351K +$74.2K +499 +27%
HPC
1102
HM Payson & Co
Maine
$350K -$159K -1,070 -31%
PWPS
1103
Pinnacle Wealth Planning Services
Ohio
$350K +$144K +968 +70%
MAFM
1104
Mid Atlantic Financial Management
Pennsylvania
$344K -$194K -1,305 -36%
BPA
1105
Beacon Pointe Advisors
California
$343K -$68.4K -462 -17%
WPW
1106
Waldron Private Wealth
Pennsylvania
$343K +$343K +2,313 New
AC
1107
Alley Company
Illinois
$341K
HCM
1108
Harvey Capital Management
Florida
$341K
OPFM
1109
Optimus Prime Fund Management
Cayman Islands
$341K +$104K +700 +44%
GSBTD
1110
Glenview State Bank Trust Department
Illinois
$341K +$341K +2,300 New
DWT
1111
Dorsey & Whitney Trust
South Dakota
$338K +$68.4K +462 +25%
QCIG
1112
Quad-Cities Investment Group
Iowa
$335K -$8.17K -55 -2%
MPPLM
1113
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$334K +$5.04K +34 +2%
UIA
1114
UBP Investment Advisors
Switzerland
$333K +$95.1K +640 +40%
TA
1115
TFG Advisers
Michigan
$333K +$333K +2,249 New
RMDI
1116
R.M. Davis Inc
Maine
$330K +$29.3K +197 +10%
EWA
1117
Exencial Wealth Advisors
Oklahoma
$329K -$184K -1,239 -36%
CWP
1118
Capital Wealth Planning
Florida
$329K +$5.78K +39 +2%
MYIA
1119
Mount Yale Investment Advisors
Colorado
$329K +$85.2K +524 +35%
GEA
1120
Glen Eagle Advisors
New Jersey
$328K -$2.08K -14 -0.6%
HCM
1121
Hengehold Capital Management
Ohio
$327K
MIC
1122
Meridian Investment Counsel
California
$326K +$326K +2,199 New
SWA
1123
Sutton Wealth Advisors
Florida
$326K +$26.9K +181 +9%
LHC
1124
Little House Capital
Massachusetts
$322K -$23.3K -157 -7%
BBHC
1125
Brown Brothers Harriman & Co
New York
$320K +$4.6K +31 +1%