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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 %
LWAC
1326
Laurel Wealth Advisors (California)
California
$531K -$8.04K -32 -1%
SW
1327
StrongBox Wealth
Missouri
$530K +$58.8K +234 +12%
PCP
1328
Proficio Capital Partners
Massachusetts
$526K +$55.6K +232 +12%
EW
1329
Evoke Wealth
California
$524K -$503 -2 -0.1%
NF
1330
Nikulski Financial
Iowa
$523K +$81.7K +325 +19%
DWM
1331
Dakota Wealth Management
Florida
$521K +$6.04K +24 +1%
WA
1332
Wealth Advisors
California
$520K
BWP
1333
BSW Wealth Partners
Colorado
$519K +$144K +572 +38%
NVCHI
1334
New Vernon Capital Holdings II
New Jersey
$519K +$519K +2,065 New
Fayez Sarofim & Co
1335
Fayez Sarofim & Co
Texas
$517K
MSR
1336
Main Street Research
Connecticut
$517K +$17.3K +69 +3%
JHP
1337
James Hambro & Partners
United Kingdom
$515K
GAMC
1338
Garner Asset Management Corp
Texas
$515K
JCM
1339
Jacobi Capital Management
Pennsylvania
$515K +$8.79K +35 +2%
MCCP
1340
Mission Creek Capital Partners
California
$509K +$5.02K +20 +1%
G
1341
Gainplan
Michigan
$509K +$509K +2,024 New
FMTC
1342
Farmers & Merchants Trust Company
California
$507K +$13.1K +52 +3%
BFA
1343
Beaumont Financial Advisors
Massachusetts
$506K +$26.4K +105 +6%
OAM
1344
Occidental Asset Management
California
$505K
AF
1345
Allworth Financial
California
$504K -$14.6K -58 -3%
AC
1346
Alley Company
Illinois
$503K
CCM
1347
Community Capital Management
Florida
$503K
JWBC
1348
J.W. Burns & Co
New York
$502K +$502K +1,999 New
NAM
1349
North American Management
Massachusetts
$498K
RF
1350
RHS Financial
California
$497K +$497K +1,977 New