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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 %
FWM
1601
FSA Wealth Management
Massachusetts
$47K
KIG
1602
Kessler Investment Group
Indiana
$47K
EIP
1603
Ellis Investment Partners
Pennsylvania
$47K
MWP
1604
Meridian Wealth Partners
Pennsylvania
$46K -$376 -2 -0.8%
CHC
1605
City Holding Co
West Virginia
$42K
CCA
1606
Column Capital Advisors
Indiana
$41K -$192K -1,039 -82%
LWA
1607
Lenox Wealth Advisors
New York
$41K -$21.5K -116 -34%
WAM
1608
Wolverine Asset Management
Illinois
$40K +$40K +216 New
CDIA
1609
Capital Directions Investment Advisors
Georgia
$39K
HFM
1610
Hartford Financial Management
Connecticut
$38K
SCA
1611
Stonebridge Capital Advisors
Minnesota
$38K
RDWM
1612
Red Door Wealth Management
Tennessee
$38K
DAM
1613
Delta Asset Management
Tennessee
$37K
BAMG
1614
Brand Asset Management Group
Missouri
$36K
CA
1615
Crewe Advisors
Utah
$34K
AIC
1616
Archer Investment Corporation
Indiana
$32.6K +$22.5K +120 +222%
CT
1617
Clearstead Trust
Maine
$32K +$6.55K +35 +26%
FCFS
1618
First Command Financial Services
Texas
$30K
FCB
1619
First Command Bank
Texas
$30K
APWA
1620
Atlas Private Wealth Advisors
New Jersey
$29K +$29K +155 New
PMFA
1621
Plante Moran Financial Advisors
Michigan
$26K -$25.3K -136 -49%
AAP
1622
Arax Advisory Partners
Colorado
$26K -$561 -3 -2%
PO
1623
Private Ocean
California
$25K -$55.1K -300 -69%
HFA
1624
HC Financial Advisors
California
$25K
BAM
1625
Bellevue Asset Management
Washington
$25K