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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 %
YIA
1151
YHB Investment Advisors
Connecticut
$217K -$3.18K -21 -1%
IF
1152
IRON Financial
Illinois
$214K
BCM
1153
Brookstone Capital Management
Illinois
$214K +$214K +1,408 New
HCM
1154
HMS Capital Management
Tennessee
$212K
MYIA
1155
Mount Yale Investment Advisors
Colorado
$212K +$212K +1,499 New
FFN
1156
Focus Financial Network
Minnesota
$211K +$16.1K +106 +8%
HIC
1157
Holderness Investments Company
North Carolina
$211K +$3.8K +25 +2%
CBFP
1158
Cedar Brook Financial Partners
Ohio
$211K +$16.7K +110 +9%
PWPS
1159
Pinnacle Wealth Planning Services
Ohio
$211K +$211K +1,391 New
AAM
1160
American Asset Management
Florida
$209K -$89.4K -590 -30%
SG
1161
Somerset Group
Minnesota
$206K
ET
1162
Equitable Trust
Tennessee
$206K +$206K +1,362 New
BO
1163
BRR OpCo
Ohio
$205K -$39.2K -258 -16%
RIG
1164
Renaissance Investment Group
Massachusetts
$205K
JF
1165
JSF Financial
California
$204K
B
1166
Bailard
California
$204K +$204K +1,345 New
BWM
1167
Baystate Wealth Management
Massachusetts
$203K
BTW
1168
Boston Trust Walden
Massachusetts
$203K +$3.64K +24 +2%
OCM
1169
One Capital Management
California
$202K
RIS
1170
Retirement Income Solutions
Michigan
$202K +$2.13K +14 +1%
ECG
1171
Edge Capital Group
Georgia
$201K +$201K +1,326 New
First Manhattan
1172
First Manhattan
New York
$200K +$9.84K +65 +5%
RIA
1173
Realta Investment Advisors
Delaware
$200K +$148K +981 +287%
AIS
1174
AlphaOne Investment Services
Pennsylvania
$197K +$197K +1,300 New
KCPG
1175
Kavar Capital Partners Group
Kansas
$193K +$1.21K +8 +0.6%