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Salesforce

1,373 hedge funds and large institutions have $99.2B invested in Salesforce in 2019 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 668 increasing their positions, 409 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
-37
Holders Change %
-2.62%
% of All Funds
29.87%
Holding in Top 10
75
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-25.74%
% of All Funds
1.63%
New
112
Increased
668
Reduced
409
Closed
131
Calls
$1.76B
Puts
$2.12B
Net Calls
-$356M
Net Calls Change
-$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
SLF
1226
Sun Life Financial
Ontario, Canada
$94K -$104K -689 -53%
MA
1227
MUFG Americas
New York
$92K -$42.6K -280 -32%
FWM
1228
Focused Wealth Management
New York
$91K
BCM
1229
Blume Capital Management
California
$91K
RFWA
1230
RPg Family Wealth Advisory
Massachusetts
$81.5K
DSC
1231
Duncker Streett & Co
Missouri
$77K
EWM
1232
Endurance Wealth Management
Rhode Island
$76K -$15.2K -100 -17%
HRC
1233
Hoertkorn Richard Charles
$76K
ANBT
1234
American National Bank & Trust
Texas
$76K +$76K +500 New
SFG
1235
SevenBridge Financial Group
Pennsylvania
$74K
CIAS
1236
Capital Investment Advisory Services
North Carolina
$73K +$45.7K +291 +167%
BDWM
1237
Brewin Dolphin Wealth Management
Ireland
$72.7K +$14.3K +94 +24%
RFA
1238
Reilly Financial Advisors
California
$72K
HI
1239
Hudock Inc
Pennsylvania
$69K +$14K +93 +26%
HDIM
1240
Hanson & Doremus Investment Management
Vermont
$68K
MUS
1241
Mitsubishi UFJ Securities
Japan
$67K -$18.3K -120 -21%
BWP
1242
Baldwin Wealth Partners
Massachusetts
$66K +$3.63K +24 +6%
IWA
1243
IBEX Wealth Advisors
New Jersey
$63K +$63K +421 New
1832 Asset Management
1244
1832 Asset Management
Ontario, Canada
$61K -$80.9M -530,710 -100%
GFPC
1245
Global Financial Private Capital
Florida
$61K -$1.49M -9,793 -96%
SIAP
1246
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$61K
IFAM
1247
Institutional & Family Asset Management
Colorado
$61K +$2.29K +15 +4%
SIM
1248
Sonora Investment Management
Arizona
$61K +$4.22K +28 +7%
NCM
1249
Next Capital Management
New York
$61K +$48.9K +324 +405%
MCM
1250
Manchester Capital Management
Vermont
$58K