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Salesforce

1,215 hedge funds and large institutions have $101B invested in Salesforce in 2018 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+75
Holders Change %
+6.58%
% of All Funds
27.82%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.97%
New
148
Increased
495
Reduced
412
Closed
64
Calls
$1.38B
Puts
$2.1B
Net Calls
-$717M
Net Calls Change
-$640M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
1176
MassMutual Private Wealth & Trust
Connecticut
$11.1K +$2.39K +15 +27%
IAS
1177
IMA Advisory Services
Colorado
$11K -$4.8K -31 -30%
PK
1178
Pflug Koory
Nebraska
$10K
MCM
1179
MV Capital Management
Maryland
$10K
OBWP
1180
O'Brien Wealth Partners
Massachusetts
$10K +$10K +66 New
FMP
1181
Financial Management Professionals
Texas
$10K +$10K +66 New
LGWM
1182
Litman Gregory Wealth Management
California
$9K
AC
1183
Avestar Capital
New York
$9K +$969 +7 +12%
WA
1184
WealthTrust-Arizona
Arizona
$8K
CJA
1185
C-J Advisory
California
$7K -$1.88K -11 -21%
AS
1186
Altshuler Shaham
Israel
$7K +$7K +47 New
BCI
1187
Brinker Capital Investments
Pennsylvania
$7K +$7K +47 New
AIM
1188
Anchor Investment Management
South Carolina
$6.68K
AWM
1189
AllSquare Wealth Management
New York
$6K
PSC
1190
Prentiss Smith & Co
Vermont
$6K
KL
1191
KWMG LLC
Kansas
$5K
LFG
1192
LifePlan Financial Group
Ohio
$4K
RBC
1193
Roble Belko & Company
Pennsylvania
$4K
PGC
1194
Pacific Grove Capital
California
$3.18K +$3.18K +20,000 New
LWA
1195
Lenox Wealth Advisors
New York
$3K -$13.4K -98 -82%
SFM
1196
Signet Financial Management
New Jersey
$3K
SCA
1197
Stuart Chaussee & Associates
California
$3K
LWA
1198
Lowe Wealth Advisors
Maryland
$3K +$3K +16 New
PG
1199
Proffitt & Goodson
Tennessee
$3K +$3K +18 New
RA
1200
Rational Advisors
New York
$2K -$36.5K -274 -95%