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Salesforce

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BO
1151
BRR OpCo
Ohio
$254K +$254K +1,606 New
OPFM
1152
Optimus Prime Fund Management
Cayman Islands
$253K +$253K +1,600 New
AF
1153
Advisornet Financial
Minnesota
$252K +$126K +792 +99%
NC
1154
NewSquare Capital
Pennsylvania
$252K +$252K +1,590 New
PFP
1155
Pinnacle Financial Partners
Tennessee
$250K -$179K -1,127 -42%
CPA
1156
Clear Perspective Advisors
Illinois
$250K +$250K +1,574 New
PRC
1157
Pearl River Capital
Michigan
$250K +$250K +1,576 New
FFG
1158
Frisch Financial Group
New York
$247K -$37.4K -236 -13%
WBC
1159
West Branch Capital
Massachusetts
$246K +$246K +1,551 New
CIP
1160
Convergence Investment Partners
Florida
$246K +$246K +1,553 New
UCMOK
1161
United Capital Management of KS
Kansas
$245K +$245K +1,533 New
JCM
1162
Jacobi Capital Management
Pennsylvania
$244K -$3.17K -20 -1%
SVWA
1163
Sound View Wealth Advisors
Georgia
$243K -$18K -114 -7%
PFA
1164
Pathway Financial Advisors
Vermont
$243K
EA
1165
Emerald Advisers
Pennsylvania
$242K +$242K +1,528 New
DCM
1166
Donaldson Capital Management
Indiana
$239K -$24.4K -154 -9%
GCA
1167
Guardian Capital Advisors
Ontario, Canada
$239K +$239K +1,530 New
NME
1168
Notis-McConarty Edward
$238K
PI
1169
Parkside Investments
Illinois
$237K -$79K -500 -25%
PEA
1170
Pacific Edge Advisors
California
$237K -$16.6K -105 -7%
XS
1171
XR Securities
Illinois
$236K +$236K +1,489 New
MHS
1172
M Holdings Securities
Oregon
$231K +$231K +1,461 New
PT
1173
Plimoth Trust
Massachusetts
$230K -$140K -880 -38%
1IA
1174
1834 Investment Advisors
Wisconsin
$230K
YIA
1175
YHB Investment Advisors
Connecticut
$230K +$230K +1,454 New