CRM icon

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 %
FCFS
1751
First Command Financial Services
Texas
$40K
FCB
1752
First Command Bank
Texas
$40K
HFS
1753
HBC Financial Services
Washington
$39K +$39K +150 New
AFS
1754
Aft Forsyth & Sober
Florida
$38K -$50.7K -200 -57%
NIC
1755
Northwest Investment Counselors
Oregon
$35K +$35K +139 New
PO
1756
Private Ocean
California
$34K
JAM
1757
JCIC Asset Management
Ontario, Canada
$34K +$5.04K +20 +17%
HFA
1758
HC Financial Advisors
California
$33K
BAM
1759
Bellevue Asset Management
Washington
$33K
TFA
1760
Toth Financial Advisory
Virginia
$33K +$5.08K +20 +18%
JWBC
1761
John W. Brooker & Co
California
$32K
TFS
1762
TrustCore Financial Services
Tennessee
$32K +$17.3K +69 +117%
AIM
1763
Arcadia Investment Management
Michigan
$31K
CHA
1764
Carmichael Hill & Associates
Maryland
$28K +$2.55K +10 +10%
WIM
1765
Westside Investment Management
California
$25.3K -$722 -18 -3%
ECM
1766
Estabrook Capital Management
New York
$25.1K
SMG
1767
Spectrum Management Group
Indiana
$25K
CAL
1768
Capital Advisors Ltd
Ohio
$25K
MCM
1769
MV Capital Management
Maryland
$25K
BWM
1770
BerganKDV Wealth Management
Minnesota
$24K -$81.6K -330 -77%
SC
1771
Steph & Co
Wisconsin
$24K -$4.7K -19 -16%
WLPWM
1772
Walled Lake Planning & Wealth Management
Illinois
$23K +$8.69K +34 +61%
ICM
1773
Islay Capital Management
Texas
$22K +$22K +88 New
AWM
1774
Avondale Wealth Management
Texas
$20K
PK
1775
Pflug Koory
Nebraska
$20K