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Salesforce

1,693 hedge funds and large institutions have $139B invested in Salesforce in 2020 Q2 according to their latest regulatory filings, with 223 funds opening new positions, 763 increasing their positions, 541 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,693
Holders Change
+83
Holders Change %
+5.16%
% of All Funds
34.8%
Holding in Top 10
92
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.12%
% of All Funds
1.89%
New
223
Increased
763
Reduced
541
Closed
125
Calls
$2.07B
Puts
$2.78B
Net Calls
-$711M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Shares
Change %
RMDI
1251
R.M. Davis Inc
Maine
$466K
NAM
1252
NorthCoast Asset Management
Connecticut
$466K +$20.6K +110 +5%
JIM
1253
Jupiter Investment Management
United Kingdom
$466K +$168K +900 +57%
AFM
1254
Andesa Financial Management
Pennsylvania
$465K +$202K +1,080 +77%
AWA
1255
ARS Wealth Advisors
Florida
$463K +$8.8K +47 +2%
HPC
1256
HM Payson & Co
Maine
$454K +$46.8K +250 +11%
PCM
1257
Princeton Capital Management
New Jersey
$453K +$146K +779 +47%
BFM
1258
Boston Financial Management
Massachusetts
$448K -$70.8K -378 -14%
GJIC
1259
Gamble Jones Investment Counsel
California
$447K
QCM
1260
Quantinno Capital Management
New York
$443K -$431K -2,303 -49%
SWP
1261
Strategic Wealth Partners
Ohio
$440K +$440K +2,350 New
RWP
1262
RWA Wealth Partners
Massachusetts
$439K +$6.19K +33 +1%
SIM
1263
SSI Investment Management
California
$436K -$7.85K -42 -2%
PA
1264
Parkside Advisors
California
$431K -$122K -650 -22%
AMC
1265
Asset Management Corp
Illinois
$431K -$9.37K -50 -2%
GSBTD
1266
Glenview State Bank Trust Department
Illinois
$431K
HCM
1267
Harvey Capital Management
Florida
$430K
EI
1268
Ellevest Inc
New York
$425K +$109K +580 +34%
ANTB
1269
AMG National Trust Bank
Colorado
$423K +$423K +2,258 New
CB
1270
CNB Bank
Pennsylvania
$422K -$42.2K -225 -9%
CC
1271
Cadinha & Co
Hawaii
$418K -$1.2M -6,410 -74%
FMWA
1272
Forvis Mazars Wealth Advisors
Missouri
$418K +$418K +2,230 New
PIA
1273
Perennial Investment Advisors
California
$416K +$4.12K +22 +1%
HCM
1274
Hengehold Capital Management
Ohio
$410K -$2.06K -11 -0.5%
PCM
1275
Prelude Capital Management
New York
$409K -$340K -1,818 -45%