CRM icon

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 %
BWP
1401
BSW Wealth Partners
Colorado
$280K +$280K +1,494 New
NGA
1402
Naples Global Advisors
Florida
$276K
GI
1403
Gradient Investments
Minnesota
$275K -$3.74M -19,967 -93%
PWAG
1404
Polaris Wealth Advisory Group
California
$275K -$41.8K -218 -13%
PEA
1405
Pacific Edge Advisors
California
$271K -$72.4K -387 -21%
JFA
1406
JNBA Financial Advisors
Minnesota
$271K +$24.2K +129 +10%
OC
1407
Oakworth Capital
Alabama
$270K +$3K +16 +1%
1W
1408
1776 Wealth
Georgia
$270K +$139K +745 +107%
FRM
1409
Fox Run Management
Connecticut
$269K +$269K +1,438 New
CA
1410
Capital Advantage
California
$268K
SFSG
1411
Stearns Financial Services Group
North Carolina
$267K -$63.5K -339 -19%
BTW
1412
Boston Trust Walden
Massachusetts
$266K
CCM
1413
Consolidated Capital Management
California
$265K
KCPG
1414
Kavar Capital Partners Group
Kansas
$265K
LWA
1415
Lineweaver Wealth Advisors
Ohio
$262K +$262K +1,399 New
FFN
1416
Focus Financial Network
Minnesota
$262K +$262K +1,398 New
HCM
1417
HMS Capital Management
Tennessee
$261K
SMC
1418
Smith, Moore & Co
Missouri
$261K +$261K +1,391 New
HR
1419
Hayden Royal
North Carolina
$259K -$116K -620 -31%
AWA
1420
Arkadios Wealth Advisors
Georgia
$258K +$20.9K +110 +9%
RT
1421
Rockland Trust
Massachusetts
$258K -$22.3K -119 -8%
FL
1422
Fort LP
Maryland
$256K -$462K -2,466 -64%
VNA
1423
Valley National Advisers
Pennsylvania
$256K +$7.29K +39 +3%
EWM
1424
Evermay Wealth Management
Virginia
$255K -$29.1K -155 -10%
LWM
1425
Lenox Wealth Management
Ohio
$255K +$5.04K +27 +2%