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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 %
JWBC
1626
John W. Brooker & Co
California
$24K
AIM
1627
Arcadia Investment Management
Michigan
$23K
SC
1628
Steph & Co
Wisconsin
$22K -$2.09K -11 -9%
JAM
1629
JCIC Asset Management
Ontario, Canada
$22K +$6.7K +35 +44%
TFA
1630
Toth Financial Advisory
Virginia
$21K -$59.2K -310 -74%
WC
1631
Westwind Capital
New Mexico
$21K +$7.92K +43 +61%
SMG
1632
Spectrum Management Group
Indiana
$19K
CAL
1633
Capital Advisors Ltd
Ohio
$19K
MCM
1634
MV Capital Management
Maryland
$19K
PP
1635
PrairieView Partners
Minnesota
$19K
CHA
1636
Carmichael Hill & Associates
Maryland
$19K
WIM
1637
Westside Investment Management
California
$18.8K
ECM
1638
Estabrook Capital Management
New York
$18.7K
AWM
1639
Avondale Wealth Management
Texas
$15K
PK
1640
Pflug Koory
Nebraska
$15K
EWA
1641
Evolution Wealth Advisors
Florida
$14K -$141K -746 -91%
OSNBOA
1642
Old Second National Bank of Aurora
Illinois
$14K
BEI
1643
Benjamin Edwards Inc
Missouri
$14K
SWM
1644
Sugarloaf Wealth Management
Georgia
$14K
LFG
1645
Larson Financial Group
Missouri
$14K +$4.61K +25 +49%
TWP
1646
TFO Wealth Partners
Ohio
$14K +$14K +75 New
KFS
1647
Kelly Financial Services
Massachusetts
$13.9K -$4.68K -25 -25%
FMP
1648
Financial Management Professionals
Texas
$12K +$12K +64 New
VRM
1649
Vectors Research Management
New York
$11K
TF
1650
TimeScale Financial
Massachusetts
$11K