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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 %
EH
1151
Equitable Holdings
New York
$651K +$14.8K +79 +2%
TIA
1152
Trust Investment Advisors
Indiana
$650K +$72.8K +389 +13%
AG
1153
AlphaSimPlex Group
Massachusetts
$646K -$67.8K -362 -10%
DA
1154
DSC Advisors
Illinois
$646K +$91.2K +487 +16%
SVWAG
1155
Sound View Wealth Advisors Group
Georgia
$642K +$306K +1,633 +91%
SIA
1156
Soltis Investment Advisors
Utah
$642K +$642K +3,425 New
MAFM
1157
Mid Atlantic Financial Management
Pennsylvania
$639K +$24.9K +133 +4%
WPW
1158
Waldron Private Wealth
Pennsylvania
$638K +$33.1K +177 +5%
OFG
1159
Oxford Financial Group
Indiana
$633K
TFGT
1160
TS Financial Group (TSFG)
Illinois
$633K +$231K +1,230 +57%
RCG
1161
Rock Creek Group
District of Columbia
$630K -$2.12M -11,346 -77%
LCM
1162
Landscape Capital Management
New Jersey
$630K +$630K +3,365 New
MYIA
1163
Mount Yale Investment Advisors
Colorado
$629K +$629K +3,357 New
GRP
1164
Global Retirement Partners
California
$627K -$126K -675 -17%
MRCM
1165
M&R Capital Management
New Jersey
$627K +$405K +2,165 +183%
CA
1166
Clearstead Advisors
Ohio
$622K +$12.2K +65 +2%
PWP
1167
Principle Wealth Partners
Connecticut
$620K +$8.05K +43 +1%
PCM
1168
Penserra Capital Management
California
$618K +$3.55K +19 +0.6%
B
1169
Bailard
California
$618K +$89.2K +476 +17%
ICM
1170
IMS Capital Management
Oregon
$618K +$618K +3,300 New
SC
1171
Savant Capital
Illinois
$617K +$1.31K +7 +0.2%
AFM
1172
Abbot Financial Management
Massachusetts
$617K +$2.44K +13 +0.4%
DCM
1173
Donaldson Capital Management
Indiana
$615K +$19.1K +102 +3%
AF
1174
Advisornet Financial
Minnesota
$613K +$562 +3 +0.1%
RIA
1175
Realta Investment Advisors
Delaware
$613K +$613K +3,270 New