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Salesforce

1,693 hedge funds and large institutions have $139B invested in Salesforce in 2020 Q2 according to their latest regulatory filings, with 223 funds opening new positions, 763 increasing their positions, 541 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,693
Holders Change
+83
Holders Change %
+5.16%
% of All Funds
34.8%
Holding in Top 10
92
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.12%
% of All Funds
1.89%
New
223
Increased
763
Reduced
541
Closed
125
Calls
$2.07B
Puts
$2.78B
Net Calls
-$711M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Shares
Change %
GA
1351
Geller Advisors
New York
$330K +$330K +1,764 New
NF
1352
Nikulski Financial
Iowa
$329K
TPA
1353
Trivium Point Advisory
Connecticut
$329K +$329K +1,663 New
MWM
1354
Mattern Wealth Management
Kansas
$327K +$23.4K +125 +8%
CIP
1355
Convergence Investment Partners
Florida
$327K +$27K +144 +9%
FCA
1356
FinTrust Capital Advisors
South Carolina
$326K -$529K -2,822 -62%
MG
1357
Mather Group
Illinois
$326K -$5.25K -28 -2%
AWM
1358
Atticus Wealth Management
Florida
$325K +$220K +1,172 +208%
WP
1359
WMS Partners
Maryland
$324K
IAN
1360
Integrated Advisors Network
Texas
$322K -$188 -1 -0.1%
SIA
1361
Starfire Investment Advisers
Michigan
$321K
CFGS
1362
Concourse Financial Group Securities
Alabama
$321K +$134K +718 +72%
HL
1363
HeadInvest LLC
Maine
$319K +$30.7K +164 +11%
MIC
1364
Meridian Investment Counsel
California
$318K -$145K -775 -31%
AP
1365
Adero Partners
California
$317K -$33.3K -178 -10%
TF
1366
Tompkins Financial
New York
$314K -$22.1K -118 -7%
PFG
1367
PAX Financial Group
Texas
$310K +$64.8K +346 +26%
XF
1368
XML Financial
Maryland
$309K +$48.3K +258 +19%
PCM
1369
Poehling Capital Management
Wisconsin
$309K +$309K +1,648 New
AWM
1370
Aevitas Wealth Management
Massachusetts
$308K +$44.2K +236 +17%
NAS
1371
Nicolet Advisory Services
Wisconsin
$307K
CMI
1372
Clare Market Investments
Texas
$306K -$182K -970 -37%
QCIG
1373
Quad-Cities Investment Group
Iowa
$306K
TNA
1374
True North Advisors
Texas
$305K -$6.55K -35 -2%
WG
1375
Winton Group
United Kingdom
$304K -$2.09M -11,190 -87%