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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 %
BC
1501
Burney Company
Virginia
$204K -$142K -756 -41%
CFN
1502
Cordasco Financial Network
Florida
$204K +$144K +772 +242%
APW
1503
Austin Private Wealth
Texas
$204K +$204K +1,089 New
GW
1504
GW & Wade
Massachusetts
$203K +$203K +1,085 New
TC
1505
Truvestments Capital
Florida
$202K +$182K +977 +913%
SNBOSD
1506
Security National Bank of So Dak
Iowa
$202K +$202K +1,080 New
UCMOK
1507
United Capital Management of KS
Kansas
$202K +$202K +1,080 New
RCA
1508
Ranch Capital Advisors
Florida
$192K -$54.3K -276 -22%
GWM
1509
Geneos Wealth Management
Colorado
$192K -$25.9K -142 -12%
RA
1510
Rational Advisors
New York
$191K -$434K -2,320 -69%
PM
1511
Precept Management
Texas
$187K -$187K -1,000 -50%
PC
1512
Permanens Capital
New York
$183K -$143K -769 -44%
KPW
1513
Kore Private Wealth
New York
$180K -$66.3K -356 -27%
PWMG
1514
Prestige Wealth Management Group
New Jersey
$179K -$104K -555 -37%
HWA
1515
HHM Wealth Advisors
Tennessee
$171K
TL
1516
TrueWealth LLC
Georgia
$167K
MCM
1517
Manchester Capital Management
Vermont
$165K
CFD
1518
Creative Financial Designs
Indiana
$165K +$154K +821 +1,368%
FMII
1519
Farmers & Merchants Investments Inc
Nebraska
$164K +$46.7K +250 +40%
AWM
1520
Apollon Wealth Management
South Carolina
$162K +$162K +867 New
PFBT
1521
Parkside Financial Bank & Trust
Missouri
$160K -$19.2K -103 -11%
AP
1522
Arlington Partners
Alabama
$158K -$2.81K -15 -2%
FANJ
1523
Financial Architects (New Jersey)
New Jersey
$153K -$11.6K -62 -7%
ANBT
1524
American National Bank & Trust
Texas
$150K
AIM
1525
Anchor Investment Management
South Carolina
$144K +$51.3K +274 +56%