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Salesforce

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B
Name Holding Trade Value Shares
Change
Shares
Change %
TP
1151
Tranquility Partners
Tennessee
$955K -$94.8K -377 -9%
CPIA
1152
Cornell Pochily Investment Advisors
New York
$955K -$79.9K -318 -8%
ECG
1153
EPIQ Capital Group
California
$954K
VWM
1154
Vigilare Wealth Management
Arizona
$949K -$68.6K -273 -7%
DWT
1155
Dorsey & Whitney Trust
South Dakota
$947K -$20.4K -81 -2%
AG
1156
AlphaSimPlex Group
Massachusetts
$944K +$77.7K +309 +9%
CAG
1157
Crestwood Advisors Group
Massachusetts
$943K +$51K +203 +6%
SWRP
1158
Summit Wealth & Retirement Planning
California
$938K -$11.3K -45 -1%
WMA
1159
Wealth Management Associates
New Jersey
$938K -$145K -577 -13%
GLA
1160
Great Lakes Advisors
Illinois
$935K +$204K +812 +28%
BPA
1161
Beacon Pointe Advisors
California
$933K -$202K -804 -18%
FPCP
1162
Fort Point Capital Partners
California
$933K -$10.3K -41 -1%
PCM
1163
Penserra Capital Management
California
$933K +$103K +410 +12%
FFG
1164
Fortem Financial Group
California
$927K
DA
1165
DSC Advisors
Illinois
$918K +$51.8K +206 +6%
CIAS
1166
Capital Investment Advisory Services
North Carolina
$916K -$274K -1,092 -23%
CAAS
1167
Capital Asset Advisory Services
Michigan
$913K +$17.1K +68 +2%
WPW
1168
Waldron Private Wealth
Pennsylvania
$912K +$55.5K +221 +6%
AFM
1169
Andesa Financial Management
Pennsylvania
$905K +$280K +1,116 +45%
VFPI
1170
Vantage Financial Partners (Illinois)
Illinois
$905K -$96K -382 -10%
LSV Asset Management
1171
LSV Asset Management
Illinois
$904K
SCI
1172
S&CO Inc
Massachusetts
$899K
NG
1173
Northstar Group
New York
$891K +$366K +1,455 +70%
WP
1174
WealthShield Partners
North Carolina
$883K -$5.03K -20 -0.6%
RIA
1175
Realta Investment Advisors
Delaware
$879K +$57.1K +227 +7%