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Salesforce

1,298 hedge funds and large institutions have $87.5B invested in Salesforce in 2018 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 535 increasing their positions, 394 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+83
Holders Change %
+6.83%
% of All Funds
28.97%
Holding in Top 10
101
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.44%
% of All Funds
2.25%
New
231
Increased
535
Reduced
394
Closed
137
Calls
$1.77B
Puts
$2.05B
Net Calls
-$277M
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Shares
Change %
ME
1251
McIlrath & Eck
Washington
$9K -$6.61K -47 -42%
CT
1252
Clearstead Trust
Maine
$9K -$5.29K -40 -37%
AWM
1253
AllSquare Wealth Management
New York
$9K +$3.71K +28 +70%
MCM
1254
MV Capital Management
Maryland
$8K
PK
1255
Pflug Koory
Nebraska
$8K
LGWM
1256
Litman Gregory Wealth Management
California
$8K
QAM
1257
QCI Asset Management
New York
$8K +$8K +58 New
EI
1258
Ellevest Inc
New York
$8K +$8K +60 New
FWM
1259
Focused Wealth Management
New York
$8K +$8K +60 New
BAM
1260
Bruderman Asset Management
New York
$8K +$8K +62 New
WA
1261
WealthTrust-Arizona
Arizona
$7K
HI
1262
Human Investing
Oregon
$7K +$7K +49 New
PCM
1263
Princeton Capital Management
New Jersey
$7K +$7K +50 New
BCI
1264
Brinker Capital Investments
Pennsylvania
$6K
CJA
1265
C-J Advisory
California
$6K
SWP
1266
Strategic Wealth Partners
Ohio
$6K +$6K +42 New
AIM
1267
Anchor Investment Management
South Carolina
$5.75K
THWM
1268
Taylor Hoffman Wealth Management
Virginia
$5K -$5.51K -43 -52%
CI
1269
CX Institutional
Indiana
$5K +$5K +34 New
OFW
1270
Omnia Family Wealth
Florida
$5K +$5K +39 New
UB
1271
UMB Bank
Missouri
$4.86K +$70 +510 +1%
TFA
1272
Transamerica Financial Advisors
Florida
$4K -$186K -1,118 -98%
KL
1273
KWMG LLC
Kansas
$4K
RBC
1274
Roble Belko & Company
Pennsylvania
$4K
LWA
1275
Lenox Wealth Advisors
New York
$3K