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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1076
Fulcrum Asset Management
United Kingdom
$1.83M
EAM
1077
EFG Asset Management
Oregon
$1.83M -$169K -786 -8%
KF
1078
Krilogy Financial
Missouri
$1.82M +$131K +610 +8%
ANI
1079
American National Insurance
Texas
$1.82M -$369K -1,714 -17%
Financial Engines Advisors
1080
Financial Engines Advisors
California
$1.81M +$1.84M +8,547 New
VR
1081
Viridian RIA
Washington
$1.81M -$2.02M -9,402 Closed
GAG
1082
GM Advisory Group
New York
$1.81M +$1.57M +7,304 +605%
IB
1083
Intrust Bank
Kansas
$1.8M -$36.2K -168 -2%
MIAS
1084
Mason Investment Advisory Services
Virginia
$1.8M -$388K -1,803 -18%
JWBC
1085
J.W. Burns & Co
New York
$1.8M -$155K -720 -8%
AF
1086
Aldebaran Financial
$1.8M +$30.1K +140 +2%
LFM
1087
LGT Fund Management
Liechtenstein
$1.8M +$1.56M +7,270 +606%
SFP
1088
Shepherd Financial Partners
Massachusetts
$1.8M -$1.29K -6 -0.1%
DIA
1089
Dana Investment Advisors
Wisconsin
$1.79M -$1.43M -6,666 -44%
CW
1090
CreativeOne Wealth
Kansas
$1.79M +$566K +2,628 +45%
MAM
1091
Meeder Asset Management
Ohio
$1.79M -$2.7M -12,544 -60%
BWM
1092
BNC Wealth Management
Oregon
$1.79M -$115K -534 -6%
Verition Fund Management
1093
Verition Fund Management
Connecticut
$1.78M -$9.45M -43,927 -84%
PCM
1094
Penserra Capital Management
California
$1.78M +$105K +490 +6%
PAM
1095
Paradigm Asset Management
New York
$1.77M
FMAEN1
1096
Fund Management at Engine No 1
California
$1.77M +$1.79M +8,339 New
EWM
1097
Elmwood Wealth Management
California
$1.77M +$61.3K +285 +4%
OHWP
1098
Oak Harbor Wealth Partners
North Carolina
$1.77M +$130K +606 +8%
CPIG
1099
Chicago Partners Investment Group
Illinois
$1.76M +$164K +763 +7%
GCWM
1100
Graham Capital Wealth Management
District of Columbia
$1.76M +$1.78M +8,287 New