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Salesforce

1,574 hedge funds and large institutions have $120B invested in Salesforce in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 629 increasing their positions, 496 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,574
Holders Change
+155
Holders Change %
+10.92%
% of All Funds
31.08%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.76%
New
264
Increased
629
Reduced
496
Closed
89
Calls
$1.88B
Puts
$2.72B
Net Calls
-$841M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Shares
Change %
MSFP
1526
Mark Sheptoff Financial Planning
Connecticut
$12K -$29K -174 -71%
DAM
1527
Delta Asset Management
Tennessee
$12K
WC
1528
Westwind Capital
New Mexico
$12K
SWM
1529
Sugarloaf Wealth Management
Georgia
$12K +$12K +76 New
LPWM
1530
Lake Point Wealth Management
Texas
$12K +$12K +76 New
IWA
1531
Intercontinental Wealth Advisors
Texas
$11K -$5.97K -32 -35%
TFA
1532
Toth Financial Advisory
Virginia
$10K -$26.7K -160 -73%
CFD
1533
Creative Financial Designs
Indiana
$10K
MCM
1534
MV Capital Management
Maryland
$10K
WCM
1535
Wealthcare Capital Management
Virginia
$10K +$10K +59 New
APW
1536
Acima Private Wealth
Virginia
$9K -$22.5K -135 -71%
TF
1537
TimeScale Financial
Massachusetts
$9K
AIC
1538
Archer Investment Corporation
Indiana
$9K
ETC
1539
Exchange Traded Concepts
Oklahoma
$9K +$9K +58 New
BC
1540
Barnett & Company
Tennessee
$8K
BCI
1541
Brinker Capital Investments
Pennsylvania
$8K
CMA
1542
Cedar Mountain Advisors
Oregon
$8K +$8K +50 New
ST
1543
Sageworth Trust
Pennsylvania
$8K +$8K +50 New
FPFS
1544
First Personal Financial Services
North Carolina
$7K -$114K -719 -94%
FNBOSM
1545
First National Bank of South Miami
Florida
$7K
AS
1546
Altshuler Shaham
Israel
$6K +$6K +32 New
NCM
1547
New Capital Management
Texas
$6K +$6K +35 New
WLPWM
1548
Walled Lake Planning & Wealth Management
Illinois
$6K +$6K +36 New
BCM
1549
Bourgeon Capital Management
Connecticut
$5K
AIS
1550
Accurate Investment Solutions
Pennsylvania
$5K