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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 %
BWP
1276
Baldwin Wealth Partners
Massachusetts
$65K
ESB
1277
Essex Savings Bank
Connecticut
$64K +$39.5K +250 +161%
SIAP
1278
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$63K
IFAM
1279
Institutional & Family Asset Management
Colorado
$61K +$3.96K +25 +7%
BDWM
1280
Brewin Dolphin Wealth Management
Ireland
$61K
MCM
1281
Manchester Capital Management
Vermont
$60K
SIM
1282
Sonora Investment Management
Arizona
$60K
M
1283
MOTCO
Texas
$59K +$38.3K +241 +185%
BCI
1284
Brinker Capital Investments
Pennsylvania
$59K +$51.6K +327 +696%
MRCM
1285
M&R Capital Management
New Jersey
$58K -$49.7K -300 -46%
BCWM
1286
Bartlett & Co Wealth Management
Ohio
$57K +$28.5K +180 +100%
IA
1287
IFP Advisors
Florida
$57K -$737K -4,615 -93%
SMFS
1288
Squar Milner Financial Services
California
$57K
Lazard Asset Management
1289
Lazard Asset Management
New York
$57K
BC
1290
Bartlett & Co
Ohio
$57K +$28.5K +180 +100%
HI
1291
Hudock Inc
Pennsylvania
$57K +$41.5K +265 +268%
WPA
1292
West Paces Advisors
Georgia
$56.1K
RIA
1293
Realta Investment Advisors
Delaware
$56K +$56K +342 New
WTB
1294
Washington Trust Bank
Washington
$55K
EARNEST Partners
1295
EARNEST Partners
Georgia
$54K
CFN
1296
Cordasco Financial Network
Florida
$53K +$53K +334 New
PCTC
1297
Perkins Coie Trust Company
Washington
$51K
WAP
1298
Wealthcare Advisory Partners
Pennsylvania
$51K +$10.1K +64 +25%
NIM
1299
NuWave Investment Management
New Jersey
$48K +$46.1K +288 +2,400%
AIA
1300
Alera Investment Advisors
Illinois
$47K -$10.5K -66 -18%