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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
526
CFM Wealth Partners
Texas
$11.5M +$657K +2,339 +5%
KIP
527
Kayak Investment Partners
California
$11.4M -$38M -135,301 -75%
EVM
528
Evelyn V. Moreno
$11.4M +$730K +2,597 +6%
BWFA
529
Baltimore-Washington Financial Advisors
Maryland
$11.3M +$568K +2,020 +5%
JIC
530
Johnson Investment Counsel
Ohio
$11.3M -$94.4K -336 -0.7%
AIM
531
Allen Investment Management
New York
$11.3M +$440K +1,565 +4%
BCMO
532
Buckingham Capital Management (Ohio)
Ohio
$11.3M -$511K -1,818 -4%
CCM
533
Covington Capital Management
California
$11.3M +$462K +1,643 +4%
Credit Agricole
534
Credit Agricole
France
$11.2M +$4.31M +15,348 +54%
SWM
535
Spire Wealth Management
Virginia
$11.1M +$1.26M +4,490 +11%
DAM
536
Deltec Asset Management
New York
$11.1M +$4.27M +15,200 +53%
WMC
537
Westwood Management Corporation
Illinois
$11.1M +$6.33M +22,524 +107%
IB
538
Iyo Bank
Japan
$11.1M +$12.2M +43,532 New
Kovitz Investment Group Partners
539
Kovitz Investment Group Partners
Illinois
$11M -$66.8M -237,698 -85%
CUAMC
540
China Universal Asset Management Company
China
$10.9M +$12.1M +43,000 New
KeyBank National Association
541
KeyBank National Association
Ohio
$10.9M -$16.6K -59 -0.1%
IAA
542
Independent Advisor Alliance
North Carolina
$10.9M +$846K +3,011 +8%
MC
543
Moors & Cabot
Massachusetts
$10.8M +$371K +1,321 +3%
PA
544
Parallel Advisors
California
$10.8M +$997K +3,550 +9%
AWM
545
AE Wealth Management
Kansas
$10.8M -$590K -2,101 -5%
EGM
546
Engineers Gate Manager
New York
$10.8M +$11.5M +41,006 +3,067%
SPC
547
Sigma Planning Corp
Michigan
$10.7M +$408K +1,452 +4%
CA
548
Cornerstone Advisors
North Carolina
$10.7M
DWA
549
Douglass Winthrop Advisors
New York
$10.7M +$1.23M +4,366 +12%
RIL
550
Rothschild Investment LLC
Illinois
$10.6M +$121K +432 +1%