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Salesforce

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B
Name Holding Trade Value Shares
Change
Shares
Change %
RFWA
1676
RPg Family Wealth Advisory
Massachusetts
$135K
SC
1677
Solstein Capital
California
$131K
EFSCE
1678
Enterprise Financial Services Corp (EFSC)
Missouri
$130K -$28.9K -115 -18%
GWS
1679
Glassman Wealth Services
Virginia
$130K +$21.1K +84 +19%
WAM
1680
Wolverine Asset Management
Illinois
$128K +$74.1K +297 +138%
RCG
1681
Rock Creek Group
District of Columbia
$127K -$721K -2,861 -85%
DSC
1682
Duncker Streett & Co
Missouri
$127K
LWM
1683
Liberty Wealth Management
California
$126K -$502 -2 -0.4%
HRC
1684
Hoertkorn Richard Charles
$126K
SFG
1685
Sowa Financial Group
Rhode Island
$126K +$126K +500 New
VC
1686
Vestor Capital
Illinois
$126K +$126K +500 New
JFGIW
1687
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K -$34K -135 -21%
CA
1688
Crewe Advisors
Utah
$120K +$74.9K +299 +166%
WPA
1689
West Paces Advisors
Georgia
$119K
RMC
1690
Resources Management Corp
Connecticut
$117K
T
1691
TOBAM
France
$117K +$117K +467 New
HDIM
1692
Hanson & Doremus Investment Management
Vermont
$113K
GFPC
1693
Global Financial Private Client
Florida
$112K -$1.01K -4 -0.9%
TI
1694
Truehand Inc
New Hampshire
$111K
BCM
1695
Bourgeon Capital Management
Connecticut
$108K +$100K +400 +1,333%
AWM
1696
AllSquare Wealth Management
New York
$105K -$12.6K -50 -11%
EARNEST Partners
1697
EARNEST Partners
Georgia
$105K
ATC
1698
Adirondack Trust Company
New York
$104K
LJHT
1699
Laurie J. Hall Trustee
$104K +$104K +415 New
MAM
1700
Magellan Asset Management
Australia
$103K +$103K +409 New