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Salesforce

1,215 hedge funds and large institutions have $101B invested in Salesforce in 2018 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+75
Holders Change %
+6.58%
% of All Funds
27.82%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.97%
New
148
Increased
495
Reduced
412
Closed
64
Calls
$1.38B
Puts
$2.1B
Net Calls
-$717M
Net Calls Change
-$640M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
1126
Citizens Financial Group
Rhode Island
$32K +$32K +200 New
WOC
1127
West Oak Capital
California
$31.8K +$23.9K +150 +300%
RAM
1128
Riggs Asset Management
Pennsylvania
$31K
CAC
1129
Certified Advisory Corp
Florida
$30K
CGI
1130
CI Global Investments
California
$30K +$4.74K +30 +19%
AAP
1131
Arax Advisory Partners
Colorado
$29K -$22.7K -144 -44%
CA
1132
Crewe Advisors
Utah
$29K
BC
1133
Bartlett & Co
Ohio
$29K
BFC
1134
Bedel Financial Consulting
Indiana
$29K +$29K +200 New
BCWM
1135
Bartlett & Co Wealth Management
Ohio
$28.6K
VCM
1136
Versant Capital Management
Arizona
$28K -$313 -2 -1%
CHC
1137
City Holding Co
West Virginia
$28K
MSFP
1138
Mark Sheptoff Financial Planning
Connecticut
$28K
PA
1139
Perennial Advisors
New York
$28K
AA
1140
Ancora Advisors
Ohio
$27K +$27K +167 New
TFA
1141
Toth Financial Advisory
Virginia
$25K
EWM
1142
Endurance Wealth Management
Rhode Island
$24K +$24K +150 New
WCM
1143
Whitener Capital Management
North Carolina
$24K +$24K +155 New
GWS
1144
Glassman Wealth Services
Virginia
$22K
HL
1145
Harding Loevner
New Jersey
$21K
NIM
1146
NuWave Investment Management
New Jersey
$20K -$598K -3,855 -97%
KJWM
1147
Kiley Juergens Wealth Management
Washington
$20K
KTC
1148
Kistler-Tiffany Companies
Pennsylvania
$20K
HCM
1149
Hilton Capital Management
New York
$20K +$7.2K +45 +56%
FCB
1150
First Command Bank
Texas
$20K +$8.62K +53 +76%