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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 %
AS
1576
Altshuler Shaham
Israel
$69K +$44.9K +240 +186%
WCG
1577
Weaver Consulting Group
California
$67K +$19.8K +105 +42%
AFS
1578
Aft Forsyth & Sober
Florida
$66K +$66K +350 New
CWM
1579
Campbell Wealth Management
Virginia
$65K +$65K +345 New
MWA
1580
MFA Wealth Advisors
Pennsylvania
$64.1K +$64.1K +342 New
EWP
1581
Engrave Wealth Partners
Texas
$64K +$19.8K +107 +45%
EA
1582
Emerald Advisers
Pennsylvania
$63K +$63K +335 New
BG
1583
Bollard Group
Massachusetts
$62K +$62K +330 New
PA
1584
Perennial Advisors
New York
$62K +$62K +333 New
PCTC
1585
Perkins Coie Trust Company
Washington
$61K
AssetMark Inc
1586
AssetMark Inc
California
$60K -$932 -5 -2%
KWM
1587
Keebeck Wealth Management
Illinois
$60K +$60K +324 New
EC
1588
Estate Counselors
Wisconsin
$57K +$57K +308 New
MF
1589
Manchester Financial
California
$56K -$18.8K -101 -25%
CM
1590
Caption Management
Oklahoma
$56K
CAC
1591
Certified Advisory Corp
Florida
$55K
HI
1592
Hudock Inc
Pennsylvania
$55K +$2.98K +16 +6%
JWM
1593
Janiczek Wealth Management
Colorado
$55K +$17.5K +93 +47%
Kayne Anderson Rudnick Investment Management
1594
Kayne Anderson Rudnick Investment Management
California
$54K
NIM
1595
NuWave Investment Management
New Jersey
$53K -$114K -656 -68%
CYG
1596
Clean Yield Group
Vermont
$53K -$34K -180 -39%
TVWM
1597
Tower View Wealth Management
Wisconsin
$51K +$2.25K +12 +5%
IRC
1598
Investors Research Corp
Georgia
$51K +$18.8K +100 +58%
RG
1599
Retirement Group
California
$48K +$48K +257 New
TC
1600
Trust Company
Kansas
$47K -$87.3K -470 -65%