CRM icon

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 %
B
1176
Bailard
California
$877K +$48K +191 +6%
ESB
1177
Essex Savings Bank
Connecticut
$876K +$394K +1,569 +82%
EH
1178
Equitable Holdings
New York
$874K
AWA
1179
Arete Wealth Advisors
Illinois
$873K +$69.6K +281 +9%
BS
1180
Bessemer Securities
New York
$867K -$339K -1,350 -28%
TIA
1181
Trust Investment Advisors
Indiana
$863K -$10.1K -40 -1%
EWA
1182
Exencial Wealth Advisors
Oklahoma
$863K +$159K +631 +23%
AIM
1183
Aigen Investment Management
New York
$863K +$863K +3,433 New
GWMIA
1184
Global Wealth Management Investment Advisory
Florida
$858K -$72.9K -290 -8%
GSC
1185
G&S Capital
Colorado
$856K -$142K -566 -14%
PSP
1186
Principal Street Partners
Tennessee
$856K +$47.5K +189 +6%
MA
1187
Mutual Advisors
Nebraska
$854K +$217K +865 +34%
EFS
1188
Essex Financial Services
Connecticut
$851K +$151K +602 +22%
OFG
1189
Oxford Financial Group
Indiana
$849K
TFGT
1190
TS Financial Group (TSFG)
Illinois
$849K +$754 +3 +0.1%
C
1191
Certuity
Florida
$847K +$367K +1,460 +76%
AFM
1192
Abbot Financial Management
Massachusetts
$844K +$16.8K +67 +2%
AWM
1193
Atticus Wealth Management
Florida
$844K +$408K +1,622 +93%
PA
1194
PFG Advisors
Arizona
$842K +$177K +680 +27%
PWP
1195
Principle Wealth Partners
Connecticut
$841K +$8.55K +34 +1%
SC
1196
Savant Capital
Illinois
$841K +$12.6K +50 +2%
CRWM
1197
Castle Rock Wealth Management
California
$837K +$400K +1,575 +92%
WWM
1198
WT Wealth Management
Arizona
$830K +$49.5K +197 +6%
ICM
1199
IMS Capital Management
Oregon
$829K
RFO
1200
RiverGlades Family Offices
Florida
$826K +$6.29K +25 +0.8%