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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
601
Tocqueville Asset Management
New York
$7.43M -$2.68M -12,912 -24%
DILIC
602
Dai-ichi Life Insurance Company
Japan
$7.37M -$144K -696 -2%
DADC
603
D.A. Davidson & Co
Montana
$7.3M -$3.86M -18,653 -32%
EIP
604
Easterly Investment Partners
Massachusetts
$7.3M +$8.11M +39,134 New
AAB
605
ABN AMRO Bank
Netherlands
$7.27M +$449K +2,167 +6%
Envestnet Portfolio Solutions
606
Envestnet Portfolio Solutions
Illinois
$7.24M -$1.17M -5,666 -13%
MC
607
Moors & Cabot
Massachusetts
$7.23M +$211K +1,019 +3%
AAM
608
Advisors Asset Management
Colorado
$7.23M +$902K +4,352 +13%
IWC
609
Integrated Wealth Concepts
Massachusetts
$7.23M +$4.4M +21,250 +122%
PA
610
Pinnacle Associates
New York
$7.22M +$603K +2,911 +8%
BZWA
611
Blue Zone Wealth Advisors
California
$7.19M +$40.4K +195 +0.5%
SSA
612
Schonfeld Strategic Advisors
New York
$7.15M -$23.3M -112,317 -75%
QP
613
Quilter Plc
United Kingdom
$7.12M -$644K -3,107 -8%
BJL
614
Brighton Jones LLC
Washington
$7.12M +$7.9M +38,129 New
MG
615
Montaka Global
$7.11M -$1.38M -6,662 -15%
ALMGDA
616
AG2R La Mondiale Gestion d'Actifs
France
$7.1M +$36.9K +178 +0.5%
GAM
617
Groupama Asset Management
France
$7.07M -$316K -1,527 -4%
PWM
618
Perigon Wealth Management
California
$7.06M -$1.97M -9,490 -20%
SWP
619
Strategic Wealth Partners
Ohio
$7.05M +$5M +24,117 +177%
IGAM
620
iA Global Asset Management
Quebec, Canada
$7.05M +$6.13M +29,594 +362%
MPWT
621
MassMutual Private Wealth & Trust
Connecticut
$7M +$136K +657 +2%
7WCP
622
71 West Capital Partners
Massachusetts
$6.98M +$927K +4,472 +14%
PIM
623
Plato Investment Management
Australia
$6.98M +$339K +1,635 +5%
HWM
624
HB Wealth Management
Georgia
$6.97M -$385K -1,857 -5%
Bessemer Group
625
Bessemer Group
New Jersey
$6.94M +$441K +2,128 +6%