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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 %
IWP
1676
IAG Wealth Partners
Wisconsin
$4K
PW
1677
Price Wealth
Texas
$4K +$1.14K +6 +40%
PG
1678
Proffitt & Goodson
Tennessee
$3K
LAS
1679
Lloyd Advisory Services
Georgia
$3K
ADL
1680
Asset Dedication LLC
California
$3K
MFT
1681
Moisand Fitzgerald Tamayo
Florida
$3K +$3K +15 New
BCH
1682
Berkshire Capital Holdings
California
$2K
JWA
1683
JFS Wealth Advisors
Pennsylvania
$2K
CIM
1684
Contravisory Investment Management
Massachusetts
$2K
PCFFS
1685
Pacific Center for Financial Services
California
$2K
LWA
1686
Lowe Wealth Advisors
Maryland
$1K
DI
1687
Disciplined Investments
Oklahoma
$1K
TFA
1688
Transamerica Financial Advisors
Florida
$1K +$1K +2 New
UFF
1689
USA Financial Formulas
Michigan
$1K +$1K +4 New
BWA
1690
Burt Wealth Advisors
Maryland
$1K +$1K +5 New
NC
1691
NewSquare Capital
Pennsylvania
$1K +$1K +6 New
FWM
1692
Filbrandt Wealth Management
Wisconsin
$1K +$1K +7 New
TI
1693
tru Independence
Oregon
$796 -$176 -940 -18%
SCM
1694
Suvretta Capital Management
New York
-$226M -1,572,771 Closed
TCM
1695
Tybourne Capital Management
Hong Kong
-$209M -1,448,561 Closed
FPM
1696
Francisco Partners Management
California
-$179M -1,246,603 Closed
CM
1697
Corvex Management
New York
-$54.7M -380,000 Closed
DLPIC
1698
Davide Leone & Partners Investment Company
United Kingdom
-$33.7M -234,400 Closed
TIM
1699
Thornburg Investment Management
New Mexico
-$18.4M -127,716 Closed
PIA
1700
Piedmont Investment Advisors
North Carolina
-$16.1M -111,673 Closed