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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 %
SC
1551
Solstein Capital
California
$97K
DSC
1552
Duncker Streett & Co
Missouri
$95K
EWM
1553
Endurance Wealth Management
Rhode Island
$94K
HRC
1554
Hoertkorn Richard Charles
$94K
LWM
1555
Liberty Wealth Management
California
$94K +$46.1K +247 +96%
SIAP
1556
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$93K +$18.6K +100 +25%
WPA
1557
West Paces Advisors
Georgia
$88.6K
AWM
1558
AllSquare Wealth Management
New York
$88K +$18.8K +100 +27%
RMC
1559
Resources Management Corp
Connecticut
$87K
ETC
1560
Exchange Traded Concepts
Oklahoma
$86K +$73.6K +392 +594%
GFPC
1561
Global Financial Private Client
Florida
$85.2K -$44.9K -234 -35%
HDIM
1562
Hanson & Doremus Investment Management
Vermont
$84K
TI
1563
Truehand Inc
New Hampshire
$82K +$82K +440 New
GWS
1564
Glassman Wealth Services
Virginia
$81K +$11K +59 +16%
BWM
1565
BerganKDV Wealth Management
Minnesota
$80K -$12.2K -65 -13%
ATC
1566
Adirondack Trust Company
New York
$80K
PGAM
1567
Princeton Global Asset Management
New Jersey
$78K
EARNEST Partners
1568
EARNEST Partners
Georgia
$78K
SWM
1569
Selective Wealth Management
Virginia
$75K +$56.4K +300 +303%
IF
1570
Ironwood Financial
Arizona
$73K -$45.8K -244 -39%
ME
1571
McIlrath & Eck
Washington
$73K -$22.4K -119 -23%
BDWM
1572
Brewin Dolphin Wealth Management
Ireland
$72.1K
SL
1573
Savior LLC
Massachusetts
$72K -$4.3K -23 -6%
TSW
1574
Thompson Siegel & Walmsley
Virginia
$70K -$4.1K -22 -6%
HR
1575
Howe & Rusling
New York
$69K +$18.6K +100 +37%