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Salesforce

1,574 hedge funds and large institutions have $120B invested in Salesforce in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 629 increasing their positions, 496 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,574
Holders Change
+155
Holders Change %
+10.92%
% of All Funds
31.08%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.76%
New
264
Increased
629
Reduced
496
Closed
89
Calls
$1.88B
Puts
$2.72B
Net Calls
-$841M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Shares
Change %
Cohen & Steers
1451
Cohen & Steers
New York
$58K +$12.6K +78 +28%
WQ
1452
Wealth Quarterback
New Jersey
$56.4K +$56.4K +19,248 New
HFS
1453
HBC Financial Services
Washington
$55K +$55K +310 New
SQA
1454
Simon Quick Advisors
New Jersey
$54K +$54K +334 New
AssetMark Inc
1455
AssetMark Inc
California
$53K +$9.21K +57 +21%
MF
1456
Manchester Financial
California
$53K +$53K +328 New
PCTC
1457
Perkins Coie Trust Company
Washington
$52K
WAP
1458
Wealthcare Advisory Partners
Pennsylvania
$52K
CFN
1459
Cordasco Financial Network
Florida
$47K -$6.76K -42 -13%
CAC
1460
Certified Advisory Corp
Florida
$47K
IA
1461
IndexIQ Advisors
New York
$47K +$47K +291 New
LJHT
1462
Laurie J. Hall Trustee
$46K
HI
1463
Hudock Inc
Pennsylvania
$46K
PCA
1464
Providence Capital Advisors
North Carolina
$46K
LWA
1465
Lenox Wealth Advisors
New York
$44K +$22.3K +137 +103%
FIA
1466
FNY Investment Advisers
New York
$44K +$43.8K +275 +27,500%
TVWM
1467
Tower View Wealth Management
Wisconsin
$42K
RIM
1468
Ranger Investment Management
Texas
$42K
FCMT
1469
Founders Capital Management (Texas)
Texas
$41K
KIG
1470
Kessler Investment Group
Indiana
$41K
EIP
1471
Ellis Investment Partners
Pennsylvania
$41K
LWM
1472
Liberty Wealth Management
California
$41K +$22.1K +135 +117%
FWM
1473
FSA Wealth Management
Massachusetts
$41K +$41K +250 New
1W
1474
1776 Wealth
Georgia
$40K +$40K +250 New
HR
1475
Howe & Rusling
New York
$39K