CRM icon

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 %
HIM
1251
Hillsdale Investment Management
Ontario, Canada
$117K +$117K +740 New
ED
1252
Exane Derivatives
France
$116K +$116K +734 New
SIMG
1253
Stephens Investment Management Group
Texas
$108K
FIB
1254
First Interstate Bank
Montana
$104K +$1.11K +7 +1%
TAIM
1255
TD Ameritrade Investment Management
Nebraska
$101K +$76.4K +484 +310%
DWM
1256
Destination Wealth Management
California
$100K -$5.85K -37 -6%
AssetMark Inc
1257
AssetMark Inc
California
$98K -$9.36K -59 -9%
EWM
1258
Endurance Wealth Management
Rhode Island
$95K
BCM
1259
Blume Capital Management
California
$95K
FWM
1260
Focused Wealth Management
New York
$95K +$85.5K +540 +900%
TC
1261
Truvestments Capital
Florida
$93K +$93K +586 New
MUS
1262
Mitsubishi UFJ Securities
Japan
$89K +$89K +560 New
IWP
1263
Icon Wealth Partners
Texas
$88K +$88K +555 New
RFWA
1264
RPg Family Wealth Advisory
Massachusetts
$85K
PVH
1265
Psagot Value Holdings
Israel
$85K +$2.38K +15 +3%
DSC
1266
Duncker Streett & Co
Missouri
$80K
HRC
1267
Hoertkorn Richard Charles
$79K
BG
1268
Bollard Group
Massachusetts
$79K
MAM
1269
Meeder Asset Management
Ohio
$78K +$78K +487 New
SFG
1270
SevenBridge Financial Group
Pennsylvania
$77K
RFA
1271
Reilly Financial Advisors
California
$75K -$8.56K -54 -10%
OC
1272
Oakworth Capital
Alabama
$74K +$61.8K +390 +506%
HDIM
1273
Hanson & Doremus Investment Management
Vermont
$71K
BWA
1274
BDO Wealth Advisors
Florida
$70K +$30.2K +190 +76%
RIM
1275
Ranger Investment Management
Texas
$65K