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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 %
PP
1776
PrairieView Partners
Minnesota
$19K -$6.33K -25 -25%
LFG
1777
Larson Financial Group
Missouri
$19K
OSNBOA
1778
Old Second National Bank of Aurora
Illinois
$19K
SWM
1779
Sugarloaf Wealth Management
Georgia
$19K
KFS
1780
Kelly Financial Services
Massachusetts
$18.6K
ARMC
1781
American Research & Management Company
Massachusetts
$17K +$10K +40 +143%
RG
1782
Retirement Group
California
$16K -$50.3K -195 -76%
FMP
1783
Financial Management Professionals
Texas
$16K
APWA
1784
Atlas Private Wealth Advisors
New Jersey
$15K -$24.4K -96 -62%
TF
1785
TimeScale Financial
Massachusetts
$14K
ST
1786
Sageworth Trust
Pennsylvania
$13K -$1.04K -4 -7%
CMA
1787
Cedar Mountain Advisors
Oregon
$13K
WOC
1788
West Oak Capital
California
$13K
RIM
1789
Ranger Investment Management
Texas
$13K
BHWM
1790
Bay Harbor Wealth Management
Maryland
$13K +$13K +50 New
BBL
1791
Beck Bode LLC
Massachusetts
$13K +$13K +50 New
BHB
1792
Bank Hapoalim BM
Israel
$12.6K -$1.87K -7,420 -13%
RA
1793
Rational Advisors
New York
$11K -$239K -976 -96%
FNBOSM
1794
First National Bank of South Miami
Florida
$11K
JWA
1795
JFS Wealth Advisors
Pennsylvania
$11K +$7.67K +30 +231%
AA
1796
Advisory Alpha
Michigan
$11K +$11K +42 New
PFG
1797
Pacific Financial Group
Washington
$10K +$10K +40 New
MWA
1798
Moser Wealth Advisors
Washington
$8K
PS
1799
Planned Solutions
California
$8K +$8K +30 New
LFG
1800
LifePlan Financial Group
Ohio
$7K