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Salesforce

1,610 hedge funds and large institutions have $107B invested in Salesforce in 2020 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 716 increasing their positions, 554 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,610
Holders Change
+36
Holders Change %
+2.29%
% of All Funds
35.56%
Holding in Top 10
98
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.11%
% of All Funds
2.16%
New
185
Increased
716
Reduced
554
Closed
131
Calls
$1.8B
Puts
$2.29B
Net Calls
-$494M
Net Calls Change
+$347M
Name Holding Trade Value Shares
Change
Shares
Change %
CS
1501
Capital Square
Tennessee
$41K +$41K +287 New
HI
1502
Hudock Inc
Pennsylvania
$40K
PMFA
1503
Plante Moran Financial Advisors
Michigan
$40K +$6.23K +43 +18%
HR
1504
Howe & Rusling
New York
$39K +$4.04K +28 +12%
TVWM
1505
Tower View Wealth Management
Wisconsin
$37K
LWM
1506
Liberty Wealth Management
California
$37K +$1.01K +7 +3%
FCMT
1507
Founders Capital Management (Texas)
Texas
$36K
KIG
1508
Kessler Investment Group
Indiana
$36K
FWM
1509
FSA Wealth Management
Massachusetts
$36K
WCG
1510
Weaver Consulting Group
California
$36K +$16.1K +112 +81%
MWP
1511
Meridian Wealth Partners
Pennsylvania
$36K +$36K +247 New
EWP
1512
Engrave Wealth Partners
Texas
$34K +$5.14K +36 +18%
EIP
1513
Ellis Investment Partners
Pennsylvania
$33K
CHC
1514
City Holding Co
West Virginia
$33K +$7.3K +50 +28%
WQ
1515
Wealth Quarterback
New Jersey
$33K -$2.74M -19,019 -99%
HFM
1516
Hartford Financial Management
Connecticut
$30K -$89.3K -610 -75%
CDIA
1517
Capital Directions Investment Advisors
Georgia
$30K
AIS
1518
Accurate Investment Solutions
Pennsylvania
$30K +$25.9K +177 +632%
JWM
1519
Janiczek Wealth Management
Colorado
$29K
BAM
1520
Barrett Asset Management
New York
$29K
SCA
1521
Stonebridge Capital Advisors
Minnesota
$29K
DAM
1522
Delta Asset Management
Tennessee
$29K +$18.1K +125 +167%
RDWM
1523
Red Door Wealth Management
Tennessee
$29K +$29K +205 New
VCS
1524
Vaughan & Co Securities
New Jersey
$28.5K
BAMG
1525
Brand Asset Management Group
Missouri
$28K