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Salesforce

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GTAM
1226
Global Trust Asset Management
Florida
$151K -$370K -2,332 -71%
OIA
1227
OneDigital Investment Advisors
Kansas
$151K +$99.1K +626 +191%
WWM
1228
Willingdon Wealth Management
North Carolina
$150K -$112K -705 -43%
LF
1229
Lee Financial
Texas
$150K +$150K +950 New
EFSCE
1230
Enterprise Financial Services Corp (EFSC)
Missouri
$145K +$97.4K +616 +205%
AIA
1231
Arcadia Investment Advisors
Idaho
$144K -$33.1K -209 -19%
AWM
1232
Aevitas Wealth Management
Massachusetts
$143K
FPFS
1233
First Personal Financial Services
North Carolina
$143K +$30.1K +190 +27%
MA
1234
MUFG Americas
New York
$140K +$92.5K +585 +195%
FHA
1235
First Horizon Advisors
Tennessee
$139K +$38.7K +246 +39%
WCM
1236
WealthBridge Capital Management
Ohio
$135K +$31.1K +199 +30%
PMFA
1237
Plante Moran Financial Advisors
Michigan
$135K +$52.5K +331 +64%
AP
1238
Arlington Partners
Alabama
$134K +$134K +844 New
KPW
1239
Kore Private Wealth
New York
$133K -$395K -2,493 -75%
HAM
1240
Highstreet Asset Management
Ontario, Canada
$133K +$133K +838 New
AOWM
1241
Alpha Omega Wealth Management
Virginia
$132K
CWA
1242
Clarus Wealth Advisors
Arizona
$132K +$634 +4 +0.5%
HFM
1243
Hartford Financial Management
Connecticut
$129K
PFBT
1244
Parkside Financial Bank & Trust
Missouri
$129K +$5.85K +37 +5%
CFGS
1245
Concourse Financial Group Securities
Alabama
$126K +$41.5K +264 +49%
EWA
1246
Evolution Wealth Advisors
Florida
$124K -$113K -716 -48%
AIM
1247
Advantage Investment Management
Iowa
$124K -$9.02K -57 -7%
AI
1248
ArchPoint Investors
Florida
$122K
FMII
1249
Farmers & Merchants Investments Inc
Nebraska
$122K +$7.9K +50 +7%
KPCM
1250
Kings Point Capital Management
New York
$117K +$47.6K +300 +68%