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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 %
HWA
1251
HCR Wealth Advisors
California
$687K +$27.7K +110 +4%
ISL
1252
Ingalls & Snyder LLC
New York
$683K +$8.05K +32 +1%
GEA
1253
Glen Eagle Advisors
New Jersey
$681K +$17.6K +70 +3%
SCP
1254
Stamos Capital Partners
California
$679K
BDS
1255
Banco de Sabadell
Florida
$677K +$379K +1,523 +127%
GRP
1256
Global Retirement Partners
California
$669K -$172K -684 -20%
NERM
1257
New England Research & Management
Illinois
$667K -$100K -400 -13%
ANTB
1258
AMG National Trust Bank
Colorado
$667K +$99.7K +397 +18%
PTP
1259
Platform Technology Partners
New York
$663K +$32.2K +128 +5%
CPIG
1260
Chicago Partners Investment Group
Illinois
$659K +$16.4K +69 +3%
CA
1261
Calton & Associates
Florida
$657K +$151K +599 +30%
SM
1262
Sciencast Management
New Jersey
$656K +$656K +2,450 New
OIA
1263
Optimum Investment Advisors
Illinois
$655K -$274K -1,091 -30%
TFO
1264
Tarbox Family Office
California
$655K -$28.1K -112 -4%
LHC
1265
Little House Capital
Massachusetts
$653K -$56.5K -225 -8%
PJB
1266
Paul John Balson
California
$652K -$126K -500 -16%
TA
1267
TFG Advisers
Michigan
$649K +$753 +3 +0.1%
GCA
1268
Guardian Capital Advisors
Ontario, Canada
$649K +$649K +2,480 New
CT
1269
Coastline Trust
Rhode Island
$643K -$264K -1,050 -29%
GL
1270
Graypoint LLC
New York
$642K +$338K +1,343 +111%
PCM
1271
Peregrine Capital Management
Minnesota
$642K +$642K +2,553 New
FFC
1272
First Financial Corp
Indiana
$640K -$15.8K -63 -2%
RMDI
1273
R.M. Davis Inc
Maine
$637K +$12.6K +50 +2%
MFG
1274
Magnus Financial Group
New York
$633K -$85.5K -340 -12%
PCM
1275
Princeton Capital Management
New Jersey
$632K +$23.6K +94 +4%