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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 %
SG
1476
Somerset Group
Minnesota
$342K
BO
1477
BRR OpCo
Ohio
$342K +$30.2K +120 +10%
BWA
1478
BDO Wealth Advisors
Florida
$342K +$49.2K +196 +17%
WIA
1479
World Investment Advisors
California
$340K -$53.6K -213 -14%
CAN
1480
Claraphi Advisory Network
United States
$339K +$2.52K +10 +0.7%
DCM
1481
Donaldson Capital Management
Indiana
$338K -$487K -1,938 -59%
BTW
1482
Boston Trust Walden
Massachusetts
$336K -$20.6K -82 -6%
SQA
1483
Simon Quick Advisors
New Jersey
$335K -$6.03K -24 -2%
CC
1484
Cadinha & Co
Hawaii
$334K -$226K -900 -40%
RIS
1485
Retirement Income Solutions
Michigan
$334K
TWA
1486
TCI Wealth Advisors
Arizona
$332K -$64.6K -257 -16%
SSWM
1487
Sheets Smith Wealth Management
North Carolina
$332K +$332K +1,321 New
JWM
1488
JFG Wealth Management
Colorado
$327K +$327K +1,300 New
FC
1489
Forte Capital
New York
$325K +$15.3K +61 +5%
CA
1490
Claro Advisors
Massachusetts
$325K +$35.4K +141 +12%
IIC
1491
Integrated Investment Consultants
Michigan
$324K +$5.03K +20 +2%
RIM
1492
Rockbridge Investment Management
New York
$323K +$150K +595 +86%
POIA
1493
Pin Oak Investment Advisors
Texas
$321K
LNB
1494
Ledyard National Bank
$321K +$20.4K +81 +7%
GD
1495
Grandfield & Dodd
New York
$320K
MIA
1496
MainStreet Investment Advisors
Illinois
$320K +$19.4K +77 +6%
ER
1497
Enlightenment Research
Florida
$319K +$319K +1,270 New
FFG
1498
Frisch Financial Group
New York
$314K +$314K +1,249 New
BB
1499
Busey Bank
Illinois
$313K
DDC
1500
DF Dent & Co
Maryland
$312K