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Salesforce

1,419 hedge funds and large institutions have $107B invested in Salesforce in 2019 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 709 increasing their positions, 410 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,419
Holders Change
+46
Holders Change %
+3.35%
% of All Funds
31.17%
Holding in Top 10
86
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.67%
% of All Funds
1.89%
New
153
Increased
709
Reduced
410
Closed
100
Calls
$2.07B
Puts
$2.38B
Net Calls
-$317M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Shares
Change %
EIP
1326
Ellis Investment Partners
Pennsylvania
$36K +$6.85K +47 +24%
SMG
1327
Spectrum Management Group
Indiana
$34K
CI
1328
CX Institutional
Indiana
$34K +$2.67K +18 +9%
HGWM
1329
Harvest Group Wealth Management
Massachusetts
$34K +$4.31K +29 +15%
PO
1330
Private Ocean
California
$34K +$22.6K +150 +197%
TFA
1331
Toth Financial Advisory
Virginia
$33K -$285K -1,900 -90%
ME
1332
McIlrath & Eck
Washington
$33K +$18.5K +124 +128%
CFGS
1333
Concourse Financial Group Securities
Alabama
$32K -$69.9K -476 -69%
PCM
1334
Princeton Capital Management
New Jersey
$32K +$24.6K +165 +330%
CDIA
1335
Capital Directions Investment Advisors
Georgia
$31K +$31K +208 New
KFS
1336
Kelly Financial Services
Massachusetts
$30.9K +$5.49K +37 +22%
APC
1337
Aspire Private Capital
North Carolina
$30K -$1.5K -10 -5%
JWM
1338
Janiczek Wealth Management
Colorado
$30K
BAM
1339
Barrett Asset Management
New York
$30K
WOC
1340
West Oak Capital
California
$30K
ETI
1341
Enterprise Trust & Investment
California
$30K +$21K +143 +234%
SB
1342
Strategic Blueprint
Georgia
$30K +$30K +202 New
BAMG
1343
Brand Asset Management Group
Missouri
$29K
PWP
1344
Personal Wealth Partners
Minnesota
$29K +$1.79K +12 +7%
APW
1345
Acima Private Wealth
Virginia
$28K +$20K +135 +250%
CA
1346
Crewe Advisors
Utah
$27K
CHC
1347
City Holding Co
West Virginia
$26K
IRC
1348
Investors Research Corp
Georgia
$25K +$15.4K +105 +159%
FCFS
1349
First Command Financial Services
Texas
$24K
FCB
1350
First Command Bank
Texas
$24K