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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 %
NG
1301
Northstar Group
New York
$391K +$391K +2,090 New
AF
1302
Allworth Financial
California
$387K
Fayez Sarofim & Co
1303
Fayez Sarofim & Co
Texas
$386K +$38.5K +205 +11%
IA
1304
IFG Advisory
Georgia
$386K +$386K +2,063 New
JHP
1305
James Hambro & Partners
United Kingdom
$384K
GAMC
1306
Garner Asset Management Corp
Texas
$384K +$13.7K +73 +4%
DWM
1307
Dakota Wealth Management
Florida
$383K -$2.06K -11 -0.5%
OFS
1308
Orrstown Financial Services
Pennsylvania
$379K -$141K -752 -27%
SHWM
1309
Silicon Hills Wealth Management
Texas
$379K +$379K +2,021 New
CA
1310
Calton & Associates
Florida
$378K -$52K -277 -12%
JCM
1311
Jacobi Capital Management
Pennsylvania
$378K +$15K +80 +4%
OAM
1312
Occidental Asset Management
California
$376K -$79.9K -427 -18%
MCCP
1313
Mission Creek Capital Partners
California
$376K +$18.9K +101 +5%
AC
1314
Alley Company
Illinois
$375K
CCM
1315
Community Capital Management
Florida
$375K +$375K +2,000 New
MSR
1316
Main Street Research
Connecticut
$373K -$40.9K -218 -10%
NAM
1317
North American Management
Massachusetts
$371K -$12.2K -65 -3%
Voloridge Investment Management
1318
Voloridge Investment Management
Florida
$371K +$68.2K +364 +23%
FMTC
1319
Farmers & Merchants Trust Company
California
$368K
PCP
1320
Proficio Capital Partners
Massachusetts
$367K -$15.2K -81 -4%
SWA
1321
Stratos Wealth Advisors
Ohio
$367K +$367K +1,960 New
CWM
1322
Cornerstone Wealth Management
Missouri
$366K -$13.7K -73 -4%
NP
1323
NorthRock Partners
Minnesota
$365K -$21.9K -117 -6%
AP
1324
Appleton Partners
Massachusetts
$362K -$40.5K -216 -10%
HCA
1325
Hyperion Capital Advisors
New York
$362K