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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 %
JWM
1326
Janiczek Wealth Management
Colorado
$32K +$32K +200 New
HGWM
1327
Harvest Group Wealth Management
Massachusetts
$32K +$32K +200 New
BAMG
1328
Brand Asset Management Group
Missouri
$30K +$30K +192 New
CA
1329
Crewe Advisors
Utah
$29K
CHC
1330
City Holding Co
West Virginia
$28K
PWM
1331
PRW Wealth Management
Massachusetts
$28K
MSFP
1332
Mark Sheptoff Financial Planning
Connecticut
$28K
VCM
1333
Versant Capital Management
Arizona
$28K
CIAS
1334
Capital Investment Advisory Services
North Carolina
$28K +$4.83K +30 +21%
AIM
1335
Arcadia Investment Management
Michigan
$28K +$10.8K +68 +63%
AC
1336
Avestar Capital
New York
$28K +$14.6K +100 +109%
CI
1337
CX Institutional
Indiana
$28K +$22.7K +145 +426%
CB
1338
Community Bank
New York
$27K
CFG
1339
Citizens Financial Group
Rhode Island
$27K +$27K +171 New
LFG
1340
Larson Financial Group
Missouri
$25K -$801 -5 -3%
FCB
1341
First Command Bank
Texas
$25K
FCFS
1342
First Command Financial Services
Texas
$25K
TFA
1343
Toth Financial Advisory
Virginia
$25K
LFA
1344
Legacy Financial Advisors
Kentucky
$25K +$11.2K +70 +81%
AWM
1345
Avondale Wealth Management
Texas
$25K +$12.5K +80 +100%
KFS
1346
Kelly Financial Services
Massachusetts
$23.8K +$23.8K +150 New
MFW
1347
Mosaic Family Wealth
Missouri
$23K +$7.25K +46 +46%
CJA
1348
C-J Advisory
California
$23K +$16.3K +100 +244%
CFA
1349
Camarda Financial Advisors
Florida
$23K +$23K +148 New
MSA
1350
Marino Stram & Associates
Massachusetts
$22K