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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 %
RWA
1301
Redhawk Wealth Advisors
Minnesota
$579K +$579K +2,305 New
GSBTD
1302
Glenview State Bank Trust Department
Illinois
$578K
HCM
1303
Harvey Capital Management
Florida
$578K
PA
1304
Parkside Advisors
California
$578K
SHWM
1305
Silicon Hills Wealth Management
Texas
$577K +$69.1K +275 +14%
SFI
1306
SPC Financial Inc
Maryland
$575K -$991K -3,945 -63%
SIM
1307
SSI Investment Management
California
$574K -$13.9K -55 -2%
SWP
1308
Strategic Wealth Partners
Ohio
$570K -$21.1K -84 -4%
CPW
1309
Catalyst Private Wealth
California
$569K +$569K +2,265 New
AMC
1310
Asset Management Corp
Illinois
$565K -$12.6K -50 -2%
BFM
1311
Boston Financial Management
Massachusetts
$563K -$37.7K -150 -6%
BCA
1312
Berman Capital Advisors
Georgia
$553K +$14.8K +59 +3%
WCM
1313
WealthBridge Capital Management
Ohio
$551K +$551K +2,193 New
HCM
1314
Hengehold Capital Management
Ohio
$550K
EP
1315
Eudaimonia Partners
Tennessee
$550K +$75.4K +300 +16%
CC
1316
Centiva Capital
New York
$548K -$5.75M -22,845 -91%
CL
1317
CPWM LLC
Washington
$548K -$229K -912 -29%
QI
1318
Qtron Investments
Massachusetts
$546K
CFA
1319
Carroll Financial Associates
North Carolina
$546K +$14.3K +57 +3%
SWA
1320
Stratos Wealth Advisors
Ohio
$546K +$53.5K +213 +11%
QCM
1321
Quantinno Capital Management
New York
$541K -$53.2K -212 -9%
IA
1322
IFG Advisors
Missouri
$541K
HA
1323
Harfst & Associates
Wyoming
$541K +$15.6K +62 +3%
IA
1324
IFG Advisory
Georgia
$539K +$21.3K +85 +4%
SWA
1325
Sutton Wealth Advisors
Florida
$536K +$5.53K +22 +1%