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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 %
VWM
1101
Vigilare Wealth Management
Arizona
$758K -$37.4K -200 -5%
PWPS
1102
Pinnacle Wealth Planning Services
Ohio
$753K +$15.3K +82 +2%
LC
1103
Lindbrook Capital
California
$750K +$1.31K +7 +0.2%
AB
1104
Atlas Brown
Kentucky
$750K +$194K +1,034 +35%
SFSIG
1105
San Francisco Sentry Investment Group
California
$747K -$136K -728 -15%
VFPI
1106
Vantage Financial Partners (Illinois)
Illinois
$746K -$56.2K -300 -7%
GSC
1107
G&S Capital
Colorado
$744K +$270K +1,442 +57%
DCM
1108
Davidson Capital Management
Texas
$739K +$46.1K +246 +7%
NDSI
1109
Newman Dignan & Sheerar Inc
Rhode Island
$738K +$58.1K +303 +9%
CP
1110
Covenant Partners
Tennessee
$736K +$168K +899 +30%
SP
1111
SWS Partners
Ohio
$735K +$76.2K +391 +12%
CBTWT
1112
Community Bank & Trust (Waco, Texas)
Texas
$735K +$284K +1,514 +63%
Connor, Clark & Lunn Investment Management (CC&L)
1113
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$729K -$911K -4,862 -56%
PCM
1114
Pennsylvania Capital Management
Pennsylvania
$728K +$137K +731 +23%
PP
1115
Professional Planning
California
$728K +$728K +3,889 New
ATPW
1116
Ashton Thomas Private Wealth
Arizona
$726K +$726K +3,876 New
HCM
1117
Highlander Capital Management
New Jersey
$726K -$244K -1,300 -25%
DWT
1118
Dorsey & Whitney Trust
South Dakota
$721K +$149K +795 +26%
FI
1119
Fosun International
China
$715K -$330K -1,800 -32%
FHA
1120
Flagship Harbor Advisors
Massachusetts
$713K +$27.7K +148 +4%
ECG
1121
EPIQ Capital Group
California
$711K -$128K -684 -15%
CM
1122
Crestline Management
Texas
$711K +$711K +3,795 New
CAM
1123
CenterStar Asset Management
Illinois
$709K -$227K
SWRP
1124
Summit Wealth & Retirement Planning
California
$708K -$43.1K -230 -6%
SIG
1125
Sky Investment Group
Connecticut
$707K