CRM icon

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 %
SIAS
1126
Shine Investment Advisory Services
Colorado
$241K -$15.9K -105 -6%
PFGIA
1127
Patriot Financial Group Insurance Agency
Massachusetts
$241K +$34.6K +225 +17%
CIP
1128
Convergence Investment Partners
Florida
$240K +$4.55K +30 +2%
DCM
1129
Donaldson Capital Management
Indiana
$239K +$10.5K +69 +5%
GCA
1130
Guardian Capital Advisors
Ontario, Canada
$238K
AFNAS
1131
American Financial Network Advisory Services
California
$237K -$112K -746 -32%
CBTWT
1132
Community Bank & Trust (Waco, Texas)
Texas
$237K +$17.7K +117 +8%
CWM
1133
Circle Wealth Management
New Jersey
$237K +$237K +1,560 New
CCMW
1134
Cypress Capital Management (Wyoming)
Wyoming
$235K -$600K -3,960 -72%
CFA
1135
Carroll Financial Associates
North Carolina
$235K +$37.2K +246 +19%
EA
1136
Emerald Advisers
Pennsylvania
$232K
PFA
1137
Pathway Financial Advisors
Vermont
$232K
ST
1138
Smithfield Trust
Pennsylvania
$230K -$250K -1,651 -52%
KC
1139
Knuff & Co
California
$230K +$77.4K +510 +51%
Millennium Management
1140
Millennium Management
New York
$229K -$23.9M -157,508 -99%
DDC
1141
DF Dent & Co
Maryland
$228K -$114K -748 -33%
NME
1142
Notis-McConarty Edward
$228K
PI
1143
Parkside Investments
Illinois
$228K
SC
1144
Schoolcraft Capital
Colorado
$228K +$228K +1,500 New
PEA
1145
Pacific Edge Advisors
California
$227K
AIA
1146
Angeles Investment Advisors
California
$224K +$224K +1,477 New
CPIG
1147
Chicago Partners Investment Group
Illinois
$222K +$222K +1,407 New
LC
1148
Lindbrook Capital
California
$221K +$4.54K +30 +2%
ABC
1149
Associated Banc-Corp
Wisconsin
$220K +$220K +1,447 New
SFSG
1150
Stearns Financial Services Group
North Carolina
$219K