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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 %
NSB
1201
Norway Savings Bank
Maine
$570K +$10.3K +55 +2%
ST
1202
Smithfield Trust
Pennsylvania
$570K +$68.5K +366 +14%
RWA
1203
Ropes Wealth Advisors
Massachusetts
$569K +$9.74K +52 +2%
SBSB
1204
Sullivan, Bruyette, Speros & Blaney
Virginia
$567K +$75K +400 +15%
UH
1205
Unigestion Holding
Switzerland
$562K -$202K -1,080 -26%
NJBEST
1206
New Jersey Better Educational Savings Trust
New Jersey
$562K
HPWM
1207
Highland Private Wealth Management
Washington
$562K +$60.6K +323 +12%
CFA
1208
Cahill Financial Advisors
Minnesota
$561K -$22.5K -120 -4%
OPS
1209
Orion Portfolio Solutions
Nebraska
$557K +$126K +671 +29%
FIM
1210
Freedom Investment Management
Connecticut
$555K -$126K -673 -19%
BSW
1211
Buckingham Strategic Wealth
Missouri
$554K -$319K -1,707 -37%
PFS
1212
Prospera Financial Services
Texas
$548K +$147K +787 +37%
GLA
1213
Great Lakes Advisors
Illinois
$545K +$20.6K +110 +4%
AC
1214
Abbrea Capital
California
$543K -$5.99K -32 -1%
HI
1215
Hoey Investments
Pennsylvania
$542K -$120K -642 -18%
MA
1216
MUFG Americas
New York
$539K -$296K -1,579 -35%
MFG
1217
Magnus Financial Group
New York
$535K +$9.18K +49 +2%
LHC
1218
Little House Capital
Massachusetts
$529K -$19.5K -104 -4%
ACI
1219
Alpha Cubed Investments
California
$525K +$64.7K +345 +14%
EWA
1220
Exencial Wealth Advisors
Oklahoma
$525K +$66.2K +353 +14%
TCM
1221
Tradewinds Capital Management
Washington
$524K +$36.5K +195 +7%
EFS
1222
Essex Financial Services
Connecticut
$521K -$116K -621 -18%
BOPW
1223
Brandywine Oak Private Wealth
Pennsylvania
$521K +$52.6K +281 +11%
WCM
1224
Whitener Capital Management
North Carolina
$517K -$1.87K -10 -0.4%
CPIG
1225
Chicago Partners Investment Group
Illinois
$517K +$37.8K +198 +8%