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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 %
RFO
1176
RiverGlades Family Offices
Florida
$611K -$4.69K -25 -0.8%
AWA
1177
Arete Wealth Advisors
Illinois
$607K -$14.4K -77 -2%
YIA
1178
YHB Investment Advisors
Connecticut
$607K +$264K +1,410 +77%
SFPG
1179
Stonebridge Financial Planning Group
Florida
$605K -$6.35K -33 -1%
PSP
1180
Principal Street Partners
Tennessee
$603K -$165K -881 -21%
KFI
1181
Key Financial Inc
Pennsylvania
$601K
CQS
1182
Credential Qtrade Securities
$600K +$269K +1,434 +81%
Harris Associates
1183
Harris Associates
Illinois
$599K
Select Equity Group
1184
Select Equity Group
New York
$598K +$83.4K +445 +16%
HB
1185
Homrich & Berg
Georgia
$596K +$34.5K +184 +6%
MGIM
1186
M&G Investment Management
United Kingdom
$587K -$12.5K -67 -2%
FM
1187
Family Management
New York
$587K +$17.2K +92 +3%
FAIM
1188
Financial Advocates Investment Management
Washington
$587K +$22.9K +122 +4%
BC
1189
BIT Capital
Germany
$584K +$584K +3,119 New
WWM
1190
WT Wealth Management
Arizona
$582K +$59K +315 +11%
PJB
1191
Paul John Balson
California
$580K
SWM
1192
Segment Wealth Management
Texas
$580K +$50.5K +270 +10%
PI
1193
PFS Investments
Georgia
$580K +$153K +815 +36%
CL
1194
CPWM LLC
Washington
$579K -$15.5K -83 -3%
CPA
1195
Clear Perspective Advisors
Illinois
$575K +$197K +1,055 +52%
GIA
1196
Gladstone Institutional Advisory
Florida
$574K -$163K -869 -22%
BAM
1197
Barrett Asset Management
New York
$574K +$537K +2,863 +1,432%
AWM
1198
Avitas Wealth Management
California
$572K -$5.43K -29 -0.9%
NERM
1199
New England Research & Management
Illinois
$572K +$28.1K +150 +5%
PMA
1200
Prudent Man Advisors
Illinois
$571K +$571K +3,046 New