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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 %
C
1901
Cerebellum
California
-$125K -1,227 Closed
Dodge & Cox
1902
Dodge & Cox
California
-$229K -1,225 Closed
WOSD
1903
WFA of San Diego
California
-$222K -1,222 Closed
TW
1904
TrinityPoint Wealth
Connecticut
-$218K -1,162 Closed
GA
1905
GFS Advisors
Texas
-$209K -1,118 Closed
NWP
1906
Northstar Wealth Partners
Connecticut
-$205K -1,095 Closed
PIMG
1907
Patriot Investment Management Group
Tennessee
-$135K -720 Closed
OHS
1908
Odey Holdings (Switzerland)
Switzerland
-$108K -575 Closed
PGAM
1909
Princeton Global Asset Management
New Jersey
-$78K -419 Closed
EWP
1910
Engrave Wealth Partners
Texas
-$64K -345 Closed
CWM
1911
Campbell Wealth Management
Virginia
-$65K -345 Closed
MWA
1912
MFA Wealth Advisors
Pennsylvania
-$64.1K -342 Closed
PA
1913
Perennial Advisors
New York
-$62K -333 Closed
KWM
1914
Keebeck Wealth Management
Illinois
-$60K -324 Closed
EC
1915
Estate Counselors
Wisconsin
-$57K -308 Closed
FWM
1916
FSA Wealth Management
Massachusetts
-$47K -250 Closed
RDWM
1917
Red Door Wealth Management
Tennessee
-$38K -205 Closed
SCA
1918
Stonebridge Capital Advisors
Minnesota
-$38K -201 Closed
WC
1919
Westwind Capital
New Mexico
-$21K -114 Closed
TWP
1920
TFO Wealth Partners
Ohio
-$14K -75 Closed
BEI
1921
Benjamin Edwards Inc
Missouri
-$14K -74 Closed
BSAM
1922
Blue Square Asset Management
New York
-$11K -60 Closed
APW
1923
Acima Private Wealth
Virginia
-$10K -54 Closed
BBA
1924
Braun-Bostich & Associates
Pennsylvania
-$9K -50 Closed
THWM
1925
Taylor Hoffman Wealth Management
Virginia
-$7K -39 Closed