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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 %
BWA
1176
BDO Wealth Advisors
Florida
$192K +$125K +824 +187%
TWA
1177
TCI Wealth Advisors
Arizona
$180K -$6.21K -41 -3%
DWM
1178
Destination Wealth Management
California
$180K +$84K +553 +88%
YWP
1179
YorkBridge Wealth Partners
New York
$178K
FMT
1180
First Mercantile Trust
Tennessee
$174K -$80.5K -530 -32%
SBL
1181
Sargent Bickham Lagudis
Colorado
$171K
LWM
1182
Lenox Wealth Management
Ohio
$164K -$755 -5 -0.5%
FRA
1183
Front Row Advisors
California
$163K
OIA
1184
OneDigital Investment Advisors
Kansas
$160K +$15.2K +100 +10%
LWS
1185
Lucia Wealth Services
California
$157K -$1.73M -11,469 -92%
JFA
1186
JNBA Financial Advisors
Minnesota
$157K -$149K -981 -49%
CWA
1187
Clarus Wealth Advisors
Arizona
$157K +$30.8K +203 +24%
CH
1188
Canton Hathaway
Rhode Island
$152K
TC
1189
Trust Company
Kansas
$144K -$2.93M -19,238 -95%
1IA
1190
1834 Investment Advisors
Wisconsin
$144K -$75.8K -500 -34%
LF
1191
Lee Financial
Texas
$144K
FPFS
1192
First Personal Financial Services
North Carolina
$141K +$4.1K +27 +3%
AIM
1193
Advantage Investment Management
Iowa
$141K +$22.1K +146 +19%
AIA
1194
Arcadia Investment Advisors
Idaho
$138K
EFSCE
1195
Enterprise Financial Services Corp (EFSC)
Missouri
$137K -$1.82K -12 -1%
PCP
1196
Proficio Capital Partners
Massachusetts
$135K -$43.4K -286 -24%
PFBT
1197
Parkside Financial Bank & Trust
Missouri
$135K +$11.2K +74 +9%
PCG
1198
Private Capital Group
Connecticut
$133K -$133K -975 -50%
TL
1199
TrueWealth LLC
Georgia
$132K -$45.4K -300 -26%
PMFA
1200
Plante Moran Financial Advisors
Michigan
$131K +$1.52K +10 +1%