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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 %
QI
1276
Qtron Investments
Massachusetts
$407K -$4.12K -22 -1%
GSWM
1277
Golden State Wealth Management
California
$407K +$47.4K +253 +13%
MFG
1278
Menard Financial Group
Texas
$407K +$407K +2,171 New
ECG
1279
Edge Capital Group
Georgia
$406K +$44.3K +236 +12%
FNBT
1280
FineMark National Bank & Trust
Florida
$405K -$34.3K -183 -8%
NL
1281
NWAM LLC
Washington
$404K +$13.3K +71 +3%
BS
1282
Boenning & Scattergood
Pennsylvania
$404K +$404K +2,158 New
DIM
1283
Delta Investment Management
California
$403K
IA
1284
IFG Advisors
Missouri
$403K
IWP
1285
Icon Wealth Partners
Texas
$403K +$59.6K +318 +17%
TCM
1286
TimesSquare Capital Management
New York
$402K -$45K -240 -10%
LWAC
1287
Laurel Wealth Advisors (California)
California
$402K +$7.12K +38 +2%
LTI
1288
Laffer Tengler Investments
Tennessee
$402K +$237K +1,266 +144%
BCA
1289
Berman Capital Advisors
Georgia
$401K +$42.9K +230 +12%
SAS
1290
Stelac Advisory Services
New York
$399K +$399K +2,128 New
BFIM
1291
Beese Fulmer Investment Management
Ohio
$397K +$397K +2,117 New
CFA
1292
Carroll Financial Associates
North Carolina
$396K -$10.8K -58 -3%
SWA
1293
Sutton Wealth Advisors
Florida
$395K -$20K -107 -5%
WA
1294
Wealth Advisors
California
$395K
IWA
1295
Intercontinental Wealth Advisors
Texas
$395K +$395K +2,109 New
VWM
1296
Venturi Wealth Management
Texas
$394K +$394K +2,105 New
P
1297
&Partners
Tennessee
$392K -$6K -32 -2%
HA
1298
Harfst & Associates
Wyoming
$392K -$3.93K -21 -1%
Verition Fund Management
1299
Verition Fund Management
Connecticut
$391K -$402K -2,148 -51%
EW
1300
Evoke Wealth
California
$391K -$193K -1,031 -33%