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Salesforce
CRM

Overview Fund Activity

1,610 hedge funds and large institutions have $107B invested in Salesforce in 2020 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 716 increasing their positions, 554 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,610
Holders Change
+36
Holders Change %
+2.29%
% of All Funds
35.56%
Holding in Top 10
98
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.11%
% of All Funds
2.16%
New
185
Increased
716
Reduced
554
Closed
131
Calls
$1.8B
Puts
$2.29B
Net Calls
-$494M
Net Calls Change
+$347M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$986M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$519M
3
Polen Capital Management
Polen Capital Management
Florida
+$429M
4
DZ Bank
DZ Bank
Germany
+$294M
5
Bank of America
Bank of America
North Carolina
+$282M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$673M
2
Sands Capital Management
Sands Capital Management
Virginia
-$367M
3
MCMC
Matrix Capital Management Company
New Hampshire
-$345M
4
ECU
Egerton Capital (UK)
United Kingdom
-$258M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
251
Mitsubishi UFJ Asset Management
Japan
$25.7M +$518K +3,596 +2%
N
252
Natixis
France
$25.7M +$18.8M +130,558 +273%
HSC
253
Harbor Spring Capital
New York
$25.5M – – –
OC
254
Oakmont Corp
California
$25.4M -$97K -674 -0.4%
FFA
255
First Foundation Advisors
California
$25.4M +$5.34M +37,080 +27%
GIM
256
Growth Interface Management
Florida
$25.3M +$1.58M +11,000 +7%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$25.3M +$1.81M +12,582 +8%
Nomura Holdings
258
Nomura Holdings
Japan
$25M +$22.5M +156,409 +905%
BTP
259
Bloom Tree Partners
New York
$24.9M +$24.9M +172,923 New
ESCM
260
Echo Street Capital Management
New York
$24.5M -$20.7M -143,958 -46%
MLICM
261
Metropolitan Life Insurance Company (MetLife)
New York
$24.3M -$242K -1,684 -1%
ERSOT
262
Employees Retirement System of Texas
Texas
$24M +$2.88M +20,000 +14%
SOADOR
263
State of Alaska Department of Revenue
Alaska
$23.7M +$1.17M +8,100 +5%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$23.7M – – –
TPSF
265
Texas Permanent School Fund
Texas
$23.2M +$624K +4,334 +3%
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$23.1M -$590K -4,096 -2%
URS
267
Utah Retirement Systems
Utah
$23.1M +$57.6K +400 +0.2%
PTC
268
Petrus Trust Company
Texas
$23M +$23M +159,800 New
FA
269
FDx Advisors
Illinois
$22.8M +$11.5M +79,979 +102%
Man Group
270
Man Group
United Kingdom
$22.8M +$549K +3,816 +2%
BPCE
271
Bank Pictet & Cie (Europe)
Germany
$22.1M +$21.6M +150,000 +4,225%
CM
272
Castleark Management
Illinois
$22M +$14.9M +103,820 +213%
LOAMU
273
Lombard Odier Asset Management (USA)
New York
$21.6M +$21.6M +150,000 New
ASRS
274
Arizona State Retirement System
Arizona
$21.6M -$3.79M -26,305 -15%
O
275
Ossiam
France
$21.6M +$13.2M +91,432 +157%
9 10
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