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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 %
TFS
1651
TrustCore Financial Services
Tennessee
$11K +$11K +59 New
BSAM
1652
Blue Square Asset Management
New York
$11K +$11K +60 New
RIM
1653
Ranger Investment Management
Texas
$10K -$2.75K -14 -22%
APW
1654
Acima Private Wealth
Virginia
$10K
ST
1655
Sageworth Trust
Pennsylvania
$10K +$741 +4 +8%
WLPWM
1656
Walled Lake Planning & Wealth Management
Illinois
$10K +$3.57K +20 +56%
FCH
1657
Freestone Capital Holdings
Washington
$9.95K -$3.17K -16,933 -24%
JG
1658
Jefferies Group
New York
$9.39K +$8.26K +44,099 +733%
CMA
1659
Cedar Mountain Advisors
Oregon
$9K
WOC
1660
West Oak Capital
California
$9K
BC
1661
Barnett & Company
Tennessee
$9K
BBA
1662
Braun-Bostich & Associates
Pennsylvania
$9K
CWC
1663
Carolinas Wealth Consulting
North Carolina
$9K +$9K +49 New
FNBOSM
1664
First National Bank of South Miami
Florida
$8K
THWM
1665
Taylor Hoffman Wealth Management
Virginia
$7K +$7K +39 New
BCM
1666
Bourgeon Capital Management
Connecticut
$6K
MWA
1667
Moser Wealth Advisors
Washington
$6K
WAMC
1668
Western Asset Management Company
California
$6K +$6K +28 New
LFG
1669
LifePlan Financial Group
Ohio
$5K
CWA
1670
Carolina Wealth Advisors
South Carolina
$5K
RBC
1671
Roble Belko & Company
Pennsylvania
$5K
ARMC
1672
American Research & Management Company
Massachusetts
$5K +$5K +28 New
HGWM
1673
Harvest Group Wealth Management
Massachusetts
$5K +$5K +30 New
SCA
1674
Stuart Chaussee & Associates
California
$4K
HWM
1675
HighMark Wealth Management
Minnesota
$4K