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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 %
AWM
1251
AllSquare Wealth Management
New York
$56K +$15.2K +100 +37%
SMFS
1252
Squar Milner Financial Services
California
$55K
BC
1253
Bartlett & Co
Ohio
$55K +$304 +2 +0.6%
GAM
1254
Griffin Asset Management
New York
$55K +$55K +360 New
BCWM
1255
Bartlett & Co Wealth Management
Ohio
$54.9K +$303 +2 +0.6%
WPA
1256
West Paces Advisors
Georgia
$53.7K
WAP
1257
Wealthcare Advisory Partners
Pennsylvania
$53K +$4.52K +30 +9%
RA
1258
Rational Advisors
New York
$51K -$2M -13,233 -98%
EARNEST Partners
1259
EARNEST Partners
Georgia
$51K
CFN
1260
Cordasco Financial Network
Florida
$51K
LWM
1261
Liberty Wealth Management
California
$51K +$33.9K +223 +199%
MF
1262
Manchester Financial
California
$50K +$50K +328 New
PCTC
1263
Perkins Coie Trust Company
Washington
$48K
CFG
1264
Citizens Financial Group
Rhode Island
$47K +$21.2K +140 +82%
SMFG
1265
Sumitomo Mitsui Financial Group
Japan
$46K +$46K +303 New
PCA
1266
Providence Capital Advisors
North Carolina
$44K
TFO
1267
Tarbox Family Office
California
$44K
Cohen & Steers
1268
Cohen & Steers
New York
$43K
ATC
1269
Adirondack Trust Company
New York
$43K +$1.51K +10 +4%
VC
1270
Vestor Capital
Illinois
$42K -$115K -750 -73%
OSNBOA
1271
Old Second National Bank of Aurora
Illinois
$42K
BFC
1272
Bedel Financial Consulting
Indiana
$41K +$2.13K +14 +5%
RIM
1273
Ranger Investment Management
Texas
$39K -$23K -153 -37%
TVWM
1274
Tower View Wealth Management
Wisconsin
$39K
FCMT
1275
Founders Capital Management (Texas)
Texas
$38K