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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 %
LA
1476
LexAurum Advisors
Kansas
$220K +$220K +1,172 New
PP
1477
Pegasus Partners
Wisconsin
$219K +$219K +1,167 New
NIM
1478
Northeast Investment Management
Massachusetts
$219K +$219K +1,171 New
BWA
1479
BDO Wealth Advisors
Florida
$218K -$15.9K -85 -7%
TW
1480
TrinityPoint Wealth
Connecticut
$218K +$218K +1,162 New
CF
1481
Copperwynd Financial
Arizona
$218K +$218K +1,166 New
DI
1482
DFPG Investments
Utah
$217K +$217K +1,104 New
PA
1483
Probity Advisors
Texas
$216K +$216K +1,154 New
CA
1484
Claro Advisors
Massachusetts
$216K +$216K +1,154 New
CB
1485
Community Bank
New York
$216K +$216K +1,155 New
UAS
1486
United Asset Strategies
New York
$214K +$214K +1,143 New
BFWA
1487
Benchmark Financial Wealth Advisors
Florida
$214K +$214K +1,145 New
PHS
1488
Pekin Hardy Strauss
Illinois
$213K +$213K +1,135 New
MA
1489
Modus Advisors
Minnesota
$213K +$213K +1,139 New
TCPWM
1490
Traverso Chambers Private Wealth Management
California
$212K +$212K +1,133 New
CP
1491
Camelot Portfolios
Ohio
$211K +$211K +1,126 New
LBA
1492
Lowell Blake & Associates
Massachusetts
$211K +$211K +1,128 New
TSS
1493
Two Sigma Securities
New York
$209K -$466K -2,483 -69%
BWM
1494
Baystate Wealth Management
Massachusetts
$209K +$19.3K +103 +10%
WAP
1495
Wealthcare Advisory Partners
Pennsylvania
$209K +$135K +721 +182%
GA
1496
GFS Advisors
Texas
$209K +$209K +1,118 New
CIA
1497
Capital Investment Advisors
Georgia
$208K +$208K +1,108 New
KOMWMG
1498
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$206K +$206K +1,099 New
RGC
1499
Roberts, Glore & Co
Illinois
$206K +$206K +1,101 New
NWP
1500
Northstar Wealth Partners
Connecticut
$205K +$205K +1,095 New