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Salesforce

1,373 hedge funds and large institutions have $99.2B invested in Salesforce in 2019 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 668 increasing their positions, 409 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
-37
Holders Change %
-2.62%
% of All Funds
29.87%
Holding in Top 10
75
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-25.74%
% of All Funds
1.63%
New
112
Increased
668
Reduced
409
Closed
131
Calls
$1.76B
Puts
$2.12B
Net Calls
-$356M
Net Calls Change
-$6.11M
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
1476
Icon Wealth Partners
Texas
-$88K -555 Closed
BG
1477
Bollard Group
Massachusetts
-$79K -500 Closed
WTB
1478
Washington Trust Bank
Washington
-$55K -345 Closed
AIA
1479
Alera Investment Advisors
Illinois
-$47K -295 Closed
PGWM
1480
Parisi Gray Wealth Management
New Jersey
-$46K -288 Closed
CHP
1481
Cable Hill Partners
Oregon
-$42K -267 Closed
SFA
1482
Semmax Financial Advisors
North Carolina
-$39K -245 Closed
LA
1483
Legacy Advisors
Pennsylvania
-$36K -229 Closed
PWM
1484
PRW Wealth Management
Massachusetts
-$28K -172 Closed
CB
1485
Community Bank
New York
-$27K -170 Closed
LFA
1486
Legacy Financial Advisors
Kentucky
-$25K -156 Closed
MFW
1487
Mosaic Family Wealth
Missouri
-$23K -146 Closed
MSA
1488
Marino Stram & Associates
Massachusetts
-$22K -139 Closed
MA
1489
MCF Advisors
Kentucky
-$13K -85 Closed
SAM
1490
Strategy Asset Managers
California
-$11K -72 Closed
AIC
1491
Ameritas Investment Company
Nebraska
-$10K -65 Closed
BAM
1492
Bruderman Asset Management
New York
-$10K -62 Closed
MAM
1493
Marquette Asset Management
Minnesota
-$9K -58 Closed
LGWM
1494
Litman Gregory Wealth Management
California
-$9K -57 Closed
SHIM
1495
Stone House Investment Management
Pennsylvania
-$8K -50 Closed
VCM
1496
Vigilant Capital Management
Maine
-$8K -50 Closed
BMM
1497
Buffington Mohr McNeal
Idaho
-$7K -46 Closed
OFW
1498
Omnia Family Wealth
Florida
-$6K -39 Closed
KL
1499
KWMG LLC
Kansas
-$5K -29 Closed
AA
1500
Advisory Alpha
Michigan
-$3.44K -22 Closed