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Salesforce

1,419 hedge funds and large institutions have $107B invested in Salesforce in 2019 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 709 increasing their positions, 410 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,419
Holders Change
+46
Holders Change %
+3.35%
% of All Funds
31.17%
Holding in Top 10
86
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.67%
% of All Funds
1.89%
New
153
Increased
709
Reduced
410
Closed
100
Calls
$2.07B
Puts
$2.38B
Net Calls
-$317M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
1226
Arete Wealth Advisors
Illinois
$205K +$205K +1,380 New
BFA
1227
Beaumont Financial Advisors
Massachusetts
$205K +$205K +1,384 New
HJMC
1228
Hellman Jordan Management Company
Massachusetts
$204K +$204K +1,375 New
BCWM
1229
Bartlett & Co Wealth Management
Ohio
$202K +$149K +1,002 +277%
OCM
1230
One Capital Management
California
$202K +$4.46K +30 +2%
BC
1231
Bartlett & Co
Ohio
$202K +$148K +1,002 +277%
IF
1232
IRON Financial
Illinois
$200K
SIM
1233
Sonora Investment Management
Arizona
$198K +$138K +929 +229%
PRC
1234
Pearl River Capital
Michigan
$192K +$192K +1,296 New
RIA
1235
Realta Investment Advisors
Delaware
$184K -$13.6K -91 -7%
SAS
1236
Stelac Advisory Services
New York
$184K +$184K +1,241 New
BWA
1237
BDO Wealth Advisors
Florida
$181K -$6.99K -47 -4%
GWM
1238
Geneos Wealth Management
Colorado
$179K +$55.4K +376 +45%
CH
1239
Canton Hathaway
Rhode Island
$178K +$29.7K +200 +20%
TWA
1240
TCI Wealth Advisors
Arizona
$176K
SBL
1241
Sargent Bickham Lagudis
Colorado
$172K +$5.63K +38 +3%
NIM
1242
NuWave Investment Management
New Jersey
$163K -$83.6K -566 -34%
FRA
1243
Front Row Advisors
California
$160K
JFA
1244
JNBA Financial Advisors
Minnesota
$159K +$5.93K +40 +4%
PVH
1245
Psagot Value Holdings
Israel
$157K +$45.6K +307 +41%
BWM
1246
Baystate Wealth Management
Massachusetts
$151K -$44.6K -300 -23%
PFBT
1247
Parkside Financial Bank & Trust
Missouri
$145K +$13.3K +90 +10%
RCA
1248
Ranch Capital Advisors
Florida
$144K +$144K +968 New
LF
1249
Lee Financial
Texas
$141K
1IA
1250
1834 Investment Advisors
Wisconsin
$141K