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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 %
Cohen & Steers
1526
Cohen & Steers
New York
$142K -$367K -1,955 -72%
MAWCM
1527
Mine & Arao Wealth Creation & Management
California
$140K
BFC
1528
Bedel Financial Consulting
Indiana
$136K
PIMG
1529
Patriot Investment Management Group
Tennessee
$135K +$135K +720 New
HIM
1530
Hillsdale Investment Management
Ontario, Canada
$131K -$26.2K -140 -17%
FWM
1531
Focused Wealth Management
New York
$131K
RIM
1532
Rockbridge Investment Management
New York
$129K +$129K +690 New
SIMG
1533
Stephens Investment Management Group
Texas
$127K
CI
1534
CX Institutional
Indiana
$125K +$103K +549 +461%
C
1535
Cerebellum
California
$125K +$125K +1,227 New
CMBA
1536
C.M. Bidwell & Associates
Hawaii
$123K -$481K -2,570 -80%
RFA
1537
Reilly Financial Advisors
California
$123K +$20.8K +111 +20%
1IA
1538
1834 Investment Advisors
Wisconsin
$122K
FHA
1539
First Horizon Advisors
Tennessee
$121K +$4.86K +26 +4%
BWP
1540
Baldwin Wealth Partners
Massachusetts
$120K +$37.4K +200 +45%
EFSCE
1541
Enterprise Financial Services Corp (EFSC)
Missouri
$118K +$9.69K +52 +9%
JFGIW
1542
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K +$25.1K +134 +27%
MPWT
1543
MassMutual Private Wealth & Trust
Connecticut
$115K +$81.7K +435 +246%
BCM
1544
Blume Capital Management
California
$112K
OHS
1545
Odey Holdings (Switzerland)
Switzerland
$108K -$4.7K -25 -4%
IFAM
1546
Institutional & Family Asset Management
Colorado
$108K +$9.39K +50 +10%
SIS
1547
Sound Income Strategies
Florida
$108K +$77.2K +413 +250%
VCM
1548
Versant Capital Management
Arizona
$107K -$374 -2 -0.3%
RFWA
1549
RPg Family Wealth Advisory
Massachusetts
$101K
SLF
1550
Sun Life Financial
Ontario, Canada
$99K +$374 +2 +0.4%