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Salesforce
CRM

Overview Fund Activity

1,978 hedge funds and large institutions have $165B invested in Salesforce in 2020 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 975 increasing their positions, 515 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,978
Holders Change
+155
Holders Change %
+8.5%
% of All Funds
35.1%
Holding in Top 10
87
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-42%
% of All Funds
1.54%
New
312
Increased
975
Reduced
515
Closed
135
Calls
$6.67B
Puts
$8.43B
Net Calls
-$1.76B
Net Calls Change
-$4.31B

Top Buyers

1
SM
SB Management
United Arab Emirates
+$616M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$461M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$416M
4
Morgan Stanley
Morgan Stanley
New York
+$374M
5
VVP
Vulcan Value Partners
Alabama
+$294M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.25B
2
Jennison Associates
Jennison Associates
New York
-$681M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$577M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$565M
5
Brown Advisory
Brown Advisory
Maryland
-$529M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Research Global Investors
226
Capital Research Global Investors
California
$53.2M -$52.8M -237,153 -50%
AAM
227
Ardevora Asset Management
United Kingdom
$52.8M -$7.52M -33,800 -12%
GC
228
Guggenheim Capital
Illinois
$52.8M +$2.52M +11,307 +5%
CI
229
Cooper Investors
Australia
$52.3M +$21.1M +94,737 +67%
RCW
230
Rheos Capital Works
Japan
$52.1M – – –
MC
231
MIG Capital
California
$50.1M +$2.61M +11,743 +5%
IC
232
Inverness Counsel
New York
$49.9M +$9.44M +42,437 +23%
MIM
233
MetLife Investment Management
New Jersey
$49.4M -$1.89M -8,513 -4%
CC
234
Chicago Capital
Illinois
$48.4M +$555K +2,493 +1%
BC
235
Bartlett & Co
Ohio
$48.1M +$3.08M +13,860 +7%
BCWM
236
Bartlett & Co Wealth Management
Ohio
$48.1M +$3.08M +13,860 +7%
HIIFS
237
Harel Insurance Investments & Financial Services
Israel
$47.6M +$1.17M +4,818 +3%
NAM
238
Nissay Asset Management
Japan
$47.3M +$2.45K +11 +0%
HAM
239
HHR Asset Management
New Jersey
$47.1M +$8.01M +36,008 +21%
Commonwealth Equity Services
240
Commonwealth Equity Services
Massachusetts
$46.9M +$6.54M +29,390 +16%
CBUSF
241
Construction & Building Unions Superannuation Fund
Australia
$46.7M – – –
ASC
242
Atalanta Sosnoff Capital
New York
$46.6M -$644K -2,895 -1%
WCM
243
Windward Capital Management
California
$46.5M -$6.91M -31,069 -13%
Bank of Nova Scotia
244
Bank of Nova Scotia
Ontario, Canada
$46.1M -$116M -521,162 -72%
OAM
245
Oppenheimer Asset Management
New York
$46.1M -$4.99M -22,407 -10%
GIBU
246
Gulf International Bank (UK)
United Kingdom
$45.9M -$3.12M -14,020 -6%
Comerica Bank
247
Comerica Bank
Texas
$45.4M -$3.12M -13,822 -6%
OPERF
248
Oregon Public Employees Retirement Fund
Oregon
$45.2M +$20.1M +90,157 +80%
CA
249
Commerzbank Aktiengesellschaft
Germany
$45.1M +$19.5M +87,783 +76%
KIP
250
Kayak Investment Partners
California
$45M +$7.97M +35,800 +21%
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