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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 %
CAGAS
1701
Capital Advisory Group Advisory Services
Minnesota
$102K +$102K +404 New
FMII
1702
Farmers & Merchants Investments Inc
Nebraska
$101K -$121K -478 -54%
SIAP
1703
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$101K -$25.3K -100 -20%
GCM
1704
Gables Capital Management
Florida
$101K +$101K +400 New
HIM
1705
Hillsdale Investment Management
Ontario, Canada
$98K -$77.9K -310 -44%
IF
1706
Ironwood Financial
Arizona
$98K
SL
1707
Savior LLC
Massachusetts
$97K
JWM
1708
Janiczek Wealth Management
Colorado
$97K +$23.2K +92 +31%
BDWM
1709
Brewin Dolphin Wealth Management
Ireland
$96.8K
1IA
1710
1834 Investment Advisors
Wisconsin
$92K -$70.9K -283 -44%
TSW
1711
Thompson Siegel & Walmsley
Virginia
$92K -$2.77K -11 -3%
WCG
1712
Weaver Consulting Group
California
$92K +$2.52K +10 +3%
ME
1713
McIlrath & Eck
Washington
$90K -$7K -28 -7%
SWM
1714
Selective Wealth Management
Virginia
$88K -$11.8K -47 -12%
EA
1715
Emerald Advisers
Pennsylvania
$84K
BG
1716
Bollard Group
Massachusetts
$83K
PCTC
1717
Perkins Coie Trust Company
Washington
$82K
AssetMark Inc
1718
AssetMark Inc
California
$81K +$500 +2 +0.6%
CB
1719
Community Bank
New York
$79K -$212K -841 -73%
MF
1720
Manchester Financial
California
$76K
FFA
1721
Founders Financial Alliance
North Carolina
$75K +$75K +298 New
HI
1722
Hudock Inc
Pennsylvania
$74K
PMFA
1723
Plante Moran Financial Advisors
Michigan
$74K +$38.9K +155 +111%
CYG
1724
Clean Yield Group
Vermont
$71K
Millennium Management
1725
Millennium Management
New York
$68.3K -$92.9K -369,593 -58%