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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 %
KIG
1276
Kessler Investment Group
Indiana
$38K
CAC
1277
Certified Advisory Corp
Florida
$37K -$7.68K -50 -17%
HR
1278
Howe & Rusling
New York
$37K
MWM
1279
Meridian Wealth Management
Kentucky
$36K +$27.5K +18,133 +323%
AIM
1280
Anchor Investment Management
South Carolina
$36K
SMG
1281
Spectrum Management Group
Indiana
$35K -$1.21K -8 -3%
LJHT
1282
Laurie J. Hall Trustee
$35K
GWS
1283
Glassman Wealth Services
Virginia
$34K +$3.15K +21 +10%
TNBTD
1284
Trustmark National Bank Trust Department
Mississippi
$33K
APC
1285
Aspire Private Capital
North Carolina
$32K -$457 -3 -1%
CI
1286
CX Institutional
Indiana
$32K +$4.85K +32 +18%
JWM
1287
Janiczek Wealth Management
Colorado
$30K
BAM
1288
Barrett Asset Management
New York
$30K
HGWM
1289
Harvest Group Wealth Management
Massachusetts
$30K
WOC
1290
West Oak Capital
California
$30K
EIP
1291
Ellis Investment Partners
Pennsylvania
$30K +$30K +200 New
BAMG
1292
Brand Asset Management Group
Missouri
$29K
PWP
1293
Personal Wealth Partners
Minnesota
$28K +$28K +183 New
CHC
1294
City Holding Co
West Virginia
$27K
AC
1295
Avestar Capital
New York
$27K
CA
1296
Crewe Advisors
Utah
$27K
LFG
1297
Larson Financial Group
Missouri
$27K +$3.07K +20 +13%
MSFP
1298
Mark Sheptoff Financial Planning
Connecticut
$26K
KFS
1299
Kelly Financial Services
Massachusetts
$25.9K +$3.19K +21 +14%
SQA
1300
Simon Quick Advisors
New Jersey
$25.8K +$25.8K +170 New