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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 %
9WM
1276
9258 Wealth Management
Ohio
$631K -$215K -923 -25%
UM
1277
Ulysses Management
New York
$628K +$628K +2,500 New
Holocene Advisors
1278
Holocene Advisors
New York
$626K -$130M -516,318 -100%
NAM
1279
NorthCoast Asset Management
Connecticut
$625K -$1.26K -5 -0.2%
FNBOH
1280
First National Bank of Hutchinson
Kansas
$625K
AWA
1281
ARS Wealth Advisors
Florida
$625K +$3.77K +15 +0.6%
MSAM
1282
Moloney Securities Asset Management
Missouri
$624K +$624K +2,481 New
PC
1283
PA Capital
Virginia
$621K +$293K +1,167 +90%
SB
1284
Sunflower Bank
Texas
$616K -$47.5K -189 -7%
EI
1285
Ellevest Inc
New York
$612K +$41.2K +164 +7%
FMWA
1286
Forvis Mazars Wealth Advisors
Missouri
$608K +$47.5K +189 +8%
DBRC
1287
D.B. Root & Company
Pennsylvania
$606K -$414K -1,647 -41%
GI
1288
GAMCO Investors
Connecticut
$606K +$606K +2,410 New
PCG
1289
Private Capital Group
Connecticut
$605K -$86.1K -343 -12%
LB
1290
Leo Brokerage
Texas
$605K +$605K +3,229 New
DC
1291
DeDora Capital
California
$599K -$70.4K -280 -11%
KP
1292
Keel Point
Alabama
$599K +$599K +2,385 New
TPA
1293
Trivium Point Advisory
Connecticut
$593K +$175K +698 +42%
ECG
1294
Edge Capital Group
Georgia
$591K +$47.2K +188 +9%
GJIC
1295
Gamble Jones Investment Counsel
California
$590K -$9.3K -37 -2%
RMCM
1296
Reynders McVeigh Capital Management
Massachusetts
$586K +$101K +403 +21%
HTHT
1297
Hemenway Trust Hemenway Trust
New Hampshire
$586K +$127K +507 +28%
RWP
1298
RWA Wealth Partners
Massachusetts
$584K -$4.78K -19 -0.8%
LTI
1299
Laffer Tengler Investments
Tennessee
$581K +$42.2K +168 +8%
AIS
1300
AM Investment Strategies
Tennessee
$579K +$579K +2,304 New