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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 %
CCM
1126
Coldstream Capital Management
Washington
$707K +$82.1K +438 +13%
FPCP
1127
Fort Point Capital Partners
California
$703K -$5.81M -31,025 -89%
SF
1128
Symphony Financial
Texas
$701K +$701K +3,741 New
GWMIA
1129
Global Wealth Management Investment Advisory
Florida
$694K +$88.2K +471 +15%
OIA
1130
Optimum Investment Advisors
Illinois
$692K -$88.4K -472 -11%
FFG
1131
Fortem Financial Group
California
$691K -$20.6K -110 -3%
AIC
1132
Argus Investors Counsel
New York
$685K +$126K +673 +23%
CAAS
1133
Capital Asset Advisory Services
Michigan
$685K +$136K +706 +25%
9WM
1134
9258 Wealth Management
Ohio
$682K +$41.1K +219 +6%
SG
1135
StoneX Group
New York
$680K +$64.1K +342 +10%
CT
1136
Coastline Trust
Rhode Island
$676K -$206K -1,100 -23%
LSV Asset Management
1137
LSV Asset Management
Illinois
$674K +$674K +3,600 New
LCAM
1138
London & Capital Asset Management
United Kingdom
$673K -$37.4K -200 -5%
BRWM
1139
B. Riley Wealth Management
Tennessee
$672K -$223K -1,194 -25%
SCI
1140
S&CO Inc
Massachusetts
$670K
RPC
1141
Rossmore Private Capital
Connecticut
$666K +$284K +1,513 +74%
CAG
1142
Crestwood Advisors Group
Massachusetts
$665K -$23.2K -124 -3%
CL
1143
CIM LLC
New York
$662K +$937 +5 +0.1%
WP
1144
WealthShield Partners
North Carolina
$662K +$365K +1,947 +123%
ACS
1145
Archford Capital Strategies
Illinois
$661K +$26.6K +142 +4%
OAMG
1146
Odey Asset Management Group
United Kingdom
$660K -$76.6K -409 -10%
MIH
1147
Meitav Investment House
Israel
$657K -$249K -1,328 -27%
RIG
1148
Roosevelt Investment Group
New York
$656K +$656K +3,500 New
OL
1149
Optas LLC
Texas
$653K +$155K +827 +31%
MPPLM
1150
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$652K +$199K +1,061 +44%