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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 %
SG
1426
Somerset Group
Minnesota
$255K +$255K +1,360 New
SQA
1427
Simon Quick Advisors
New Jersey
$254K +$10.5K +56 +4%
CCMW
1428
Cypress Capital Management (Wyoming)
Wyoming
$253K
BL
1429
Balentine LLC
Georgia
$252K +$61.2K +327 +32%
JF
1430
JSF Financial
California
$252K +$252K +1,343 New
IC
1431
InterOcean Capital
Illinois
$252K +$252K +1,344 New
MCG
1432
MACRO Consulting Group
New Jersey
$252K +$252K +1,349 New
CAN
1433
Claraphi Advisory Network
United States
$251K -$163K -869 -39%
HS
1434
Haafor (Singapore)
Singapore
$249K -$90.3K -481 -27%
RIS
1435
Retirement Income Solutions
Michigan
$249K +$249K +1,330 New
First Manhattan
1436
First Manhattan
New York
$245K -$30.1K -161 -11%
SSG
1437
Summit Securities Group
New York
$244K +$244K +1,300 New
PC
1438
PA Capital
Virginia
$244K +$244K +1,303 New
EWM
1439
Empirical Wealth Management
Washington
$244K +$244K +1,305 New
HIS
1440
Harvest Investment Services
Illinois
$244K +$244K +1,306 New
RSWM
1441
Robertson Stephens Wealth Management
California
$243K -$82.4K -441 -25%
PPP
1442
Private Portfolio Partners
New Jersey
$242K -$19.5K -104 -7%
FSA
1443
Fort Sheridan Advisors
Illinois
$242K +$242K +1,292 New
POIA
1444
Pin Oak Investment Advisors
Texas
$240K
FAM
1445
Formidable Asset Management
Ohio
$240K +$240K +1,277 New
GD
1446
Grandfield & Dodd
New York
$240K +$240K +1,289 New
IIC
1447
Integrated Investment Consultants
Michigan
$238K +$238K +1,269 New
SMH
1448
Sanders Morris Harris
Texas
$237K -$148K -775 -39%
CWM
1449
Circle Wealth Management
New Jersey
$237K -$116K -620 -33%
CFG
1450
Cooper Financial Group
California
$237K -$90.1K -480 -28%