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Salesforce

1,373 hedge funds and large institutions have $99.2B invested in Salesforce in 2019 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 668 increasing their positions, 409 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
-37
Holders Change %
-2.62%
% of All Funds
29.87%
Holding in Top 10
75
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-25.74%
% of All Funds
1.63%
New
112
Increased
668
Reduced
409
Closed
131
Calls
$1.76B
Puts
$2.12B
Net Calls
-$356M
Net Calls Change
-$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
1326
UMB Bank
Missouri
$14.5K +$6.12K +40,309 +73%
HCM
1327
Hilton Capital Management
New York
$13K
BL
1328
Balentine LLC
Georgia
$13K +$13K +86 New
EI
1329
Ellevest Inc
New York
$12K -$3.81K -26 -24%
BHWM
1330
Bay Harbor Wealth Management
Maryland
$12K
TAIM
1331
TD Ameritrade Investment Management
Nebraska
$11K -$84.1K -566 -88%
PO
1332
Private Ocean
California
$11K
IRC
1333
Investors Research Corp
Georgia
$10K
MCM
1334
MV Capital Management
Maryland
$9K
PK
1335
Pflug Koory
Nebraska
$9K
TF
1336
TimeScale Financial
Massachusetts
$9K +$9K +57 New
ETI
1337
Enterprise Trust & Investment
California
$9K +$9K +61 New
PCM
1338
Princeton Capital Management
New Jersey
$8K
APW
1339
Acima Private Wealth
Virginia
$8K
Kayne Anderson Rudnick Investment Management
1340
Kayne Anderson Rudnick Investment Management
California
$8K +$8K +52 New
VRM
1341
Vectors Research Management
New York
$7K
PW
1342
Price Wealth
Texas
$7K +$7K +44 New
SIS
1343
Sound Income Strategies
Florida
$7K +$7K +44 New
FNBOSM
1344
First National Bank of South Miami
Florida
$7K +$7K +44 New
THWM
1345
Taylor Hoffman Wealth Management
Virginia
$6K
PSC
1346
Piper Sandler & Co
Minnesota
$6K +$6K +38 New
CFD
1347
Creative Financial Designs
Indiana
$5K -$13.3K -80 -73%
AIS
1348
Accurate Investment Solutions
Pennsylvania
$4K
RBC
1349
Roble Belko & Company
Pennsylvania
$4K
ADL
1350
Asset Dedication LLC
California
$3K -$33.3K -200 -92%