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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 %
SB
1376
Strategic Blueprint
Georgia
$451K +$451K +1,794 New
BDF
1377
Balasa Dinverno & Foltz
$448K +$63.6K +253 +17%
TYCC
1378
Texas Yale Capital Corp
Florida
$447K
QCIG
1379
Quad-Cities Investment Group
Iowa
$447K +$35.7K +142 +9%
GA
1380
Geller Advisors
New York
$445K +$2.01K +8 +0.5%
GP
1381
Geneva Partners
Wisconsin
$444K +$444K +1,765 New
HA
1382
H2O AM
United Kingdom
$442K -$2.44M -9,700 -85%
EWA
1383
EP Wealth Advisors
California
$442K -$1.47M -5,853 -77%
DWA
1384
Dougherty Wealth Advisers
Minnesota
$442K
MG
1385
Mather Group
Illinois
$442K +$4.53K +18 +1%
First Manhattan
1386
First Manhattan
New York
$441K +$112K +445 +34%
CWM
1387
Connecticut Wealth Management
Connecticut
$441K +$441K +1,753 New
AFP
1388
Ausdal Financial Partners
Iowa
$441K +$441K +1,755 New
MWM
1389
Mattern Wealth Management
Kansas
$440K +$1.26K +5 +0.3%
CMI
1390
Clare Market Investments
Texas
$439K +$27.6K +110 +7%
SC
1391
Saturna Capital
Washington
$438K -$33.7K -134 -7%
FWP
1392
FAS Wealth Partners
Kansas
$438K -$25.2K -100 -5%
OCM
1393
One Capital Management
California
$437K +$43.7K +174 +11%
FNBT
1394
FineMark National Bank & Trust
Florida
$436K -$107K -427 -20%
HL
1395
HeadInvest LLC
Maine
$433K +$5.03K +20 +1%
GCM
1396
Gladius Capital Management
Illinois
$433K +$433K +1,720 New
Select Equity Group
1397
Select Equity Group
New York
$432K -$370K -1,472 -46%
JIP
1398
Jaffetilchin Investment Partners
Florida
$431K +$431K +1,714 New
MIC
1399
Meridian Investment Counsel
California
$427K
WP
1400
WMS Partners
Maryland
$425K -$8.79K -35 -2%