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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 %
VSWA
1376
Vontobel Swiss Wealth Advisors
Switzerland
$304K -$64K -342 -17%
WA
1377
WBH Advisory
Maryland
$304K +$304K +1,627 New
WP
1378
WealthPLAN Partners
Nebraska
$303K +$303K +1,555 New
PFGIA
1379
Patriot Financial Group Insurance Agency
Massachusetts
$302K +$6.37K +34 +2%
HWA
1380
Heritage Wealth Advisors
Virginia
$301K
WIA
1381
World Investment Advisors
California
$301K -$8.08K -42 -3%
SW
1382
SlateStone Wealth
Florida
$301K +$301K +1,608 New
AWCI
1383
Alpine Woods Capital Investors
New York
$300K +$300K +1,600 New
IF
1384
Intrua Financial
Texas
$299K +$299K +1,534 New
CCA
1385
Cobblestone Capital Advisors
New York
$297K -$205K -1,098 -41%
TWA
1386
TCI Wealth Advisors
Arizona
$296K -$8.82K -47 -3%
KPCM
1387
Kings Point Capital Management
New York
$296K -$7.48K -40 -2%
OCM
1388
One Capital Management
California
$293K -$369K -1,970 -56%
LWP
1389
Legacy Wealth Partners
California
$293K +$293K +1,565 New
PNC
1390
Park National Corp
Ohio
$292K -$33.9K -181 -10%
WB
1391
West Bancorporation
Iowa
$288K +$74.1K +395 +35%
PFA
1392
Pathway Financial Advisors
Vermont
$287K
BDF
1393
Balasa Dinverno & Foltz
$286K -$4.49K -24 -2%
CWA
1394
Clarus Wealth Advisors
Arizona
$286K +$286K +1,455 New
RPWA
1395
Regent Peak Wealth Advisors
Georgia
$285K -$14.1K -75 -5%
SBL
1396
Sargent Bickham Lagudis
Colorado
$285K +$3K +16 +1%
SIM
1397
Sonora Investment Management
Arizona
$285K +$5.07K +27 +2%
CWM
1398
Centric Wealth Management
Illinois
$285K +$285K +1,521 New
NME
1399
Notis-McConarty Edward
$281K
SAM
1400
Silvercrest Asset Management
New York
$281K +$281K +1,501 New