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Salesforce

1,419 hedge funds and large institutions have $107B invested in Salesforce in 2019 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 709 increasing their positions, 410 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,419
Holders Change
+46
Holders Change %
+3.35%
% of All Funds
31.17%
Holding in Top 10
86
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.67%
% of All Funds
1.89%
New
153
Increased
709
Reduced
410
Closed
100
Calls
$2.07B
Puts
$2.38B
Net Calls
-$317M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ABC
1176
Associated Banc-Corp
Wisconsin
$259K +$44.4K +299 +21%
GAMC
1177
Garner Asset Management Corp
Texas
$258K +$258K +1,739 New
CPA
1178
Clear Perspective Advisors
Illinois
$256K +$12K +81 +5%
CIP
1179
Convergence Investment Partners
Florida
$256K +$21.3K +144 +9%
CL
1180
CPWM LLC
Washington
$254K -$64.9K -438 -20%
SIA
1181
Starfire Investment Advisers
Michigan
$254K
AOWM
1182
Alpha Omega Wealth Management
Virginia
$254K +$119K +739 +89%
SVWAG
1183
Sound View Wealth Advisors Group
Georgia
$252K -$6.23K -42 -2%
YMRC
1184
Yorktown Management & Research Company
Virginia
$252K +$252K +1,700 New
CWM
1185
Cornerstone Wealth Management
Missouri
$251K -$13.1K -88 -5%
CFA
1186
Carroll Financial Associates
North Carolina
$251K +$20.6K +139 +9%
VWA
1187
V Wealth Advisors
Kansas
$250K +$8.61K +58 +4%
JCM
1188
Jacobi Capital Management
Pennsylvania
$250K +$9.64K +65 +4%
EF
1189
Empirical Finance
Pennsylvania
$249K +$6.67K +45 +3%
PFA
1190
Pathway Financial Advisors
Vermont
$247K
EA
1191
Emerald Advisers
Pennsylvania
$246K +$19.3K +130 +9%
PA
1192
Parkside Advisors
California
$245K
LWM
1193
Lenox Wealth Management
Ohio
$244K +$83.1K +561 +52%
ESB
1194
Essex Savings Bank
Connecticut
$242K -$24.1K -162 -9%
PWAG
1195
Polaris Wealth Advisory Group
California
$241K -$44.9K -311 -16%
AIM
1196
Axiom Investment Management
New York
$239K
HWA
1197
Heritage Wealth Advisors
Virginia
$238K
EWM
1198
Evermay Wealth Management
Virginia
$238K +$238K +1,605 New
PTC
1199
Petrus Trust Company
Texas
$237K -$104K -698 -30%
UCMOK
1200
United Capital Management of KS
Kansas
$233K -$19.8K -133 -8%