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Salesforce

1,419 hedge funds and large institutions have $107B invested in Salesforce in 2019 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 709 increasing their positions, 410 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,419
Holders Change
+46
Holders Change %
+3.35%
% of All Funds
31.17%
Holding in Top 10
86
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.67%
% of All Funds
1.89%
New
153
Increased
709
Reduced
410
Closed
100
Calls
$2.07B
Puts
$2.38B
Net Calls
-$317M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BFC
1276
Bedel Financial Consulting
Indiana
$93K +$52.8K +355 +131%
MA
1277
MUFG Americas
New York
$90K
FWM
1278
Focused Wealth Management
New York
$89K
BCM
1279
Blume Capital Management
California
$89K
RFWA
1280
RPg Family Wealth Advisory
Massachusetts
$79.7K
EFSCE
1281
Enterprise Financial Services Corp (EFSC)
Missouri
$79K -$55.6K -374 -41%
WC
1282
Whitnell & Co
Illinois
$79K +$79K +535 New
GSC
1283
G&S Capital
Colorado
$74K -$563K -3,805 -88%
EWM
1284
Endurance Wealth Management
Rhode Island
$74K
HRC
1285
Hoertkorn Richard Charles
$74K
BDWM
1286
Brewin Dolphin Wealth Management
Ireland
$71.1K
CIAS
1287
Capital Investment Advisory Services
North Carolina
$71K +$2.36K +16 +3%
RFA
1288
Reilly Financial Advisors
California
$70K
WPA
1289
West Paces Advisors
Georgia
$69K +$16.5K +111 +31%
HDIM
1290
Hanson & Doremus Investment Management
Vermont
$67K
RMC
1291
Resources Management Corp
Connecticut
$67K +$67K +450 New
AIM
1292
Anchor Investment Management
South Carolina
$64.9K +$29.7K +200 +84%
BWP
1293
Baldwin Wealth Partners
Massachusetts
$61K -$3.55K -24 -6%
1832 Asset Management
1294
1832 Asset Management
Ontario, Canada
$60K
CIM
1295
Contravisory Investment Management
Massachusetts
$59K -$4.47M -30,172 -99%
SIAP
1296
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$59K
FHA
1297
First Horizon Advisors
Tennessee
$58K -$46.1K -314 -44%
CFG
1298
Citizens Financial Group
Rhode Island
$56K +$10K +68 +22%
AWM
1299
AllSquare Wealth Management
New York
$55K
IFAM
1300
Institutional & Family Asset Management
Colorado
$53K -$5.89K -40 -10%