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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 %
GG
251
Gofen & Glossberg
Illinois
$44.1M +$910K +4,088 +2%
PF
252
Phoenix Financial
Israel
$43.9M +$6.28M +28,285 +17%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$43.6M +$102K +459 +0.2%
CFB
254
Cullen/Frost Bankers
Texas
$43.5M -$7.21M -32,419 -14%
Janney Montgomery Scott
255
Janney Montgomery Scott
Pennsylvania
$43.1M +$11.8M +53,170 +38%
CF
256
Cypress Funds
California
$42.6M – – –
BS
257
Banco Santander
Spain
$42.4M +$6.21M +27,917 +17%
SIG
258
Senator Investment Group
New York
$42.3M -$8.9M -40,000 -17%
AAM
259
AMI Asset Management
California
$42.2M -$586K -2,633 -1%
OWP
260
Obermeyer Wealth Partners
Colorado
$41.8M -$480K -2,155 -1%
Robeco Institutional Asset Management
261
Robeco Institutional Asset Management
Netherlands
$41.1M +$4.72M +21,225 +13%
MJRIC
262
Mogy Joel R Investment Counsel
California
$41M +$111K +500 +0.3%
Group One Trading
263
Group One Trading
Illinois
$40.9M +$31.5M +141,645 +335%
NAMA
264
Nikko Asset Management Americas
New York
$40.9M -$28.9M -129,818 -41%
GIM
265
Growth Interface Management
Florida
$40.7M +$1.56M +7,000 +4%
GLCM
266
Greenlea Lane Capital Management
Connecticut
$40.2M -$548K -2,461 -1%
PI
267
PineBridge Investments
New York
$39.6M +$2.54M +11,422 +7%
HSC
268
Harbor Spring Capital
New York
$39.4M – – –
TCM
269
Tran Capital Management
California
$39.3M -$1.37M -6,173 -3%
URS
270
Utah Retirement Systems
Utah
$39.1M +$2.16M +9,700 +6%
GGHC
271
Gilder Gagnon Howe & Co
New York
$39M -$785K -3,528 -2%
FRAF
272
Första AP-fonden
Sweden
$38.9M +$7.61M +34,200 +24%
FA
273
FDx Advisors
Illinois
$38.7M -$1.76M -7,909 -4%
PI
274
PEAK6 Investments
Illinois
$38.5M -$54.3M -244,012 -59%
Vontobel Holding
275
Vontobel Holding
Switzerland
$38M +$38M +158,981 New
9 10
11
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