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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 %
PGWM
1301
Parisi Gray Wealth Management
New Jersey
$46K
PCA
1302
Providence Capital Advisors
North Carolina
$46K
CAC
1303
Certified Advisory Corp
Florida
$46K
TFO
1304
Tarbox Family Office
California
$45K
ATC
1305
Adirondack Trust Company
New York
$45K +$1.64K +10 +4%
Cohen & Steers
1306
Cohen & Steers
New York
$45K +$9.29K +58 +26%
OSNBOA
1307
Old Second National Bank of Aurora
Illinois
$44K +$12.2K +77 +39%
CHP
1308
Cable Hill Partners
Oregon
$42K
AWM
1309
AllSquare Wealth Management
New York
$42K +$31.3K +200 +294%
BFC
1310
Bedel Financial Consulting
Indiana
$41K +$8.97K +56 +28%
TVWM
1311
Tower View Wealth Management
Wisconsin
$41K +$9.46K +60 +30%
FCMT
1312
Founders Capital Management (Texas)
Texas
$40K
KIG
1313
Kessler Investment Group
Indiana
$40K +$40K +250 New
SFA
1314
Semmax Financial Advisors
North Carolina
$39K -$2.71K -17 -6%
HR
1315
Howe & Rusling
New York
$38K
SMG
1316
Spectrum Management Group
Indiana
$38K +$38K +239 New
AIM
1317
Anchor Investment Management
South Carolina
$37.5K +$30.9K +195 +464%
LJHT
1318
Laurie J. Hall Trustee
$36K -$3.13K -20 -8%
LA
1319
Legacy Advisors
Pennsylvania
$36K +$36K +229 New
ADL
1320
Asset Dedication LLC
California
$35K +$10.9K +68 +45%
APC
1321
Aspire Private Capital
North Carolina
$34K -$7.98K -50 -19%
TNBTD
1322
Trustmark National Bank Trust Department
Mississippi
$34K +$31.6K +200 +1,333%
GWS
1323
Glassman Wealth Services
Virginia
$33K +$9.77K +61 +42%
WOC
1324
West Oak Capital
California
$32K
BAM
1325
Barrett Asset Management
New York
$32K