CRM icon

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 %
GI
1451
Gradient Investments
Minnesota
$366K -$3.52K -14 -1%
PEA
1452
Pacific Edge Advisors
California
$364K
CWA
1453
Clarus Wealth Advisors
Arizona
$363K -$750 -3 -0.2%
LA
1454
LVW Advisors
New York
$362K +$362K +1,441 New
1W
1455
1776 Wealth
Georgia
$361K -$1K -4 -0.3%
FL
1456
Fort LP
Maryland
$360K +$17.3K +69 +5%
CFG
1457
Cooper Financial Group
California
$360K +$42.3K +168 +13%
CCM
1458
Consolidated Capital Management
California
$357K +$1.51K +6 +0.4%
WAP
1459
Wealthcare Advisory Partners
Pennsylvania
$355K +$74.2K +295 +26%
JFA
1460
JNBA Financial Advisors
Minnesota
$352K -$11.6K -46 -3%
FSA
1461
Fort Sheridan Advisors
Illinois
$352K +$27.2K +108 +8%
VC
1462
Vicus Capital
Pennsylvania
$351K +$39K +155 +12%
TC
1463
Truvestments Capital
Florida
$351K +$78.8K +314 +29%
JF
1464
JSF Financial
California
$350K +$12.6K +50 +4%
WP
1465
WealthPLAN Partners
Nebraska
$349K -$38.4K -154 -10%
PWAG
1466
Polaris Wealth Advisory Group
California
$348K -$13.1K -52 -4%
BFWA
1467
Benchmark Financial Wealth Advisors
Florida
$348K +$60.5K +241 +21%
HI
1468
HBK Investments
Texas
$347K -$7.64M -30,431 -96%
PC
1469
Permanens Capital
New York
$347K +$100K +399 +41%
LWP
1470
Legacy Wealth Partners
California
$346K -$47K -187 -12%
HIS
1471
Harvest Investment Services
Illinois
$346K +$18.6K +74 +6%
PPP
1472
Private Portfolio Partners
New Jersey
$346K +$21.4K +85 +7%
VNA
1473
Valley National Advisers
Pennsylvania
$344K
AWA
1474
Arkadios Wealth Advisors
Georgia
$343K -$9.57K -37 -3%
EWM
1475
Evermay Wealth Management
Virginia
$342K