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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 %
HCM
276
Hollencrest Capital Management
California
$37.7M -$2.35M -10,563 -6%
PTC
277
Petrus Trust Company
Texas
$36.7M +$1.14M +5,103 +3%
IG
278
Ithaka Group
Virginia
$36.5M -$11.9M -53,449 -25%
MLICM
279
Metropolitan Life Insurance Company (MetLife)
New York
$35.9M -$1.15M -5,172 -3%
TPSF
280
Texas Permanent School Fund
Texas
$35.9M -$2.17M -9,752 -6%
CI Investments Inc
281
CI Investments Inc
Ontario, Canada
$35M +$9.26M +41,618 +36%
CT
282
Cambridge Trust
Massachusetts
$34.6M +$84.6K +380 +0.2%
BPCE
283
Bank Pictet & Cie (Europe)
Germany
$34.6M +$427K +1,920 +1%
LF
284
Lannebo Fonder
Sweden
$34.5M +$3.34M +15,000 +11%
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$34.4M +$4.92M +22,101 +17%
OC
286
Oakmont Corp
California
$34.3M -$3.33M -14,945 -9%
BCIM
287
British Columbia Investment Management
British Columbia, Canada
$34.3M -$500K -2,249 -1%
MSE
288
MUFG Securities EMEA
United Kingdom
$34.1M +$27.6M +124,216 +426%
SOADOR
289
State of Alaska Department of Revenue
Alaska
$34M -$628K -2,824 -2%
WJWM
290
Williams Jones Wealth Management
New York
$33.3M +$732K +3,288 +2%
X
291
Xponance
Pennsylvania
$33M +$705K +3,167 +2%
Rafferty Asset Management
292
Rafferty Asset Management
New York
$32.9M -$450K -2,021 -1%
LWCA
293
Locust Wood Capital Advisers
New York
$32.6M -$7.72M -34,710 -19%
WBC
294
Westpac Banking Corp
Australia
$32.6M +$483K +2,170 +2%
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$32.5M +$1.56M +7,000 +5%
XEA
296
XN Exponent Advisors
New York
$32.2M +$32.2M +144,700 New
Cambridge Investment Research Advisors
297
Cambridge Investment Research Advisors
Iowa
$32M +$3.96M +17,785 +14%
VMPIC
298
Varma Mutual Pension Insurance Co
Finland
$31.7M +$18.6M +83,435 +141%
DILIC
299
Dai-ichi Life Insurance Company
Japan
$31.6M +$13.2M +59,095 +71%
NIPH
300
NN Investment Partners Holdings
Netherlands
$31.1M +$1.1M +4,957 +4%
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