CRM icon

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 %
MPWT
1351
MassMutual Private Wealth & Trust
Connecticut
$23K +$4.81K +32 +26%
WCG
1352
Weaver Consulting Group
California
$22K
CJA
1353
C-J Advisory
California
$21K
NIC
1354
Northwest Investment Counselors
Oregon
$21K +$21K +139 New
LWA
1355
Lenox Wealth Advisors
New York
$20K
CT
1356
Clearstead Trust
Maine
$20K
UB
1357
UMB Bank
Missouri
$19.9K +$5.72K +38,520 +40%
SCA
1358
Stonebridge Capital Advisors
Minnesota
$19K -$4.45K -30 -19%
HL
1359
Harding Loevner
New Jersey
$19K
AIM
1360
Arcadia Investment Management
Michigan
$19K
LWM
1361
Liberty Wealth Management
California
$17K -$32.5K -220 -66%
EI
1362
Ellevest Inc
New York
$17K +$4.77K +32 +39%
FIB
1363
First Interstate Bank
Montana
$16K -$93.1K -640 -85%
CAL
1364
Capital Advisors Ltd
Ohio
$15K
BEI
1365
Benjamin Edwards Inc
Missouri
$15K
AAP
1366
Arax Advisory Partners
Colorado
$15K
TFS
1367
TrustCore Financial Services
Tennessee
$15K
SWM
1368
Selective Wealth Management
Virginia
$15K +$15K +99 New
H
1369
Hexavest
Quebec, Canada
$14K
THWM
1370
Taylor Hoffman Wealth Management
Virginia
$14K +$8.19K +55 +141%
IWA
1371
Intercontinental Wealth Advisors
Texas
$14K +$14K +91 New
HCM
1372
Hilton Capital Management
New York
$13K
BL
1373
Balentine LLC
Georgia
$13K +$438 +3 +3%
NCM
1374
Next Capital Management
New York
$12K -$48.6K -324 -80%
AWM
1375
Avondale Wealth Management
Texas
$12K -$12K -80 -50%