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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 %
HH
1226
Hilltop Holdings
Texas
$756K +$123K +491 +19%
NJBEST
1227
New Jersey Better Educational Savings Trust
New Jersey
$754K
RWA
1228
Ropes Wealth Advisors
Massachusetts
$751K -$11.8K -47 -2%
AIA
1229
Angeles Investment Advisors
California
$750K +$88K +350 +13%
AF
1230
Advisornet Financial
Minnesota
$748K -$73.3K -292 -9%
FAIM
1231
Financial Advocates Investment Management
Washington
$743K -$43.2K -172 -5%
BFIM
1232
Beese Fulmer Investment Management
Ohio
$742K +$210K +835 +39%
AFG
1233
Albion Financial Group
Utah
$737K +$103K +410 +16%
NSB
1234
Norway Savings Bank
Maine
$731K -$32.7K -130 -4%
HB
1235
Homrich & Berg
Georgia
$729K -$70.6K -281 -9%
BOPW
1236
Brandywine Oak Private Wealth
Pennsylvania
$729K +$29.2K +116 +4%
CQS
1237
Credential Qtrade Securities
$729K -$75.9K -302 -9%
GBBWRPM
1238
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$727K +$727K +2,891 New
MA
1239
MUFG Americas
New York
$723K
BPM
1240
Bowling Portfolio Management
Ohio
$722K +$722K +2,873 New
MFG
1241
Menard Financial Group
Texas
$719K +$174K +691 +32%
TF
1242
TLWM Financial
Texas
$713K +$713K +3,071 New
PMA
1243
Prudent Man Advisors
Illinois
$709K -$56.5K -225 -7%
TCM
1244
Tradewinds Capital Management
Washington
$705K +$2.26K +9 +0.3%
GTAM
1245
Global Trust Asset Management
Florida
$705K +$228K +900 +48%
GT
1246
Glenview Trust
Kentucky
$704K +$51.2K +204 +8%
PHK
1247
Point72 Hong Kong
Hong Kong
$698K -$1.37M -5,465 -66%
WCM
1248
Whitener Capital Management
North Carolina
$694K
HPC
1249
HM Payson & Co
Maine
$693K +$83K +330 +14%
BS
1250
Boenning & Scattergood
Pennsylvania
$689K +$146K +582 +27%