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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PG
1976
Proffitt & Goodson
Tennessee
$4K
SCA
1977
Stuart Chaussee & Associates
California
$4K
MIM
1978
Macroview Investment Management
Maryland
$4K +$243 +1 +7%
CWM
1979
Cedar Wealth Management
California
$4K +$4.86K +20 New
DCM
1980
Disciplina Capital Management
Tennessee
$3.78K +$4.13K +17 New
CIA
1981
CSat Investment Advisory
Michigan
$3K -$2.23M -9,159 -100%
HWM
1982
HighMark Wealth Management
Minnesota
$3K -$1.95K -8 -36%
MFT
1983
Moisand Fitzgerald Tamayo
Florida
$3K
VRM
1984
Vectors Research Management
New York
$2K -$10.9K -45 -83%
CFO
1985
CVA Family Office
Colorado
$2K
DI
1986
Disciplined Investments
Oklahoma
$2K
LWA
1987
Lowe Wealth Advisors
Maryland
$2K
MCM
1988
McMillion Capital Management
North Carolina
$2K +$1.7K +7 New
DTIM
1989
Danda Trouve Investment Management
Kansas
$2K +$2.43K +10 New
BWA
1990
Burt Wealth Advisors
Maryland
$1K
NC
1991
NewSquare Capital
Pennsylvania
$1K
TAM
1992
Tucker Asset Management
Colorado
$445 +$486 +2 New
BIP
1993
Blueprint Investment Partners
North Carolina
$209 -$228K -939 -100%
TI
1994
tru Independence
Oregon
$76 +$83.2K +342 New
SCM
1995
Steadfast Capital Management
New York
-$178M -709,313 Closed
DCM
1996
Dorsal Capital Management
California
-$118M -470,000 Closed
VAM
1997
Vontobel Asset Management
New York
-$54.2M -202,363 Closed
KGAMU
1998
KPS Global Asset Management (UK)
United Kingdom
-$47.8M -190,000 Closed
Sands Capital Management
1999
Sands Capital Management
Virginia
-$37.3M -148,363 Closed
WorldQuant Millennium Advisors
2000
WorldQuant Millennium Advisors
New York
-$31.9M -126,841 Closed