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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 %
TIM
301
Thornburg Investment Management
New Mexico
$18.4M +$221K +1,537 +1%
BCWM
302
Bartlett & Co Wealth Management
Ohio
$18.3M +$18.1M +125,517 +8,796%
BC
303
Bartlett & Co
Ohio
$18.3M +$18.3M +126,944 New
MSA
304
Mason Street Advisors
Wisconsin
$18.2M – – –
CSS
305
Cubist Systematic Strategies
Connecticut
$18M +$17.3M +120,404 +2,471%
SH
306
SeaTown Holdings
Singapore
$18M +$10.1M +70,000 +127%
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$18M +$4.01M +27,842 +29%
H
308
Hexavest
Quebec, Canada
$17.9M +$17.9M +124,534 +129,723%
AAP
309
Aristotle Atlantic Partners
Florida
$17.6M +$188K +1,305 +1%
TMAM
310
Tokio Marine Asset Management
Japan
$17.5M +$116K +809 +0.7%
DBG
311
De Burlo Group
Massachusetts
$17.5M +$9.02M +62,670 +107%
OPFM
312
Optimus Prime Fund Management
Cayman Islands
$17.5M +$16.2M +112,800 +1,343%
QIM
313
Quest Investment Management
Oregon
$17.4M +$3.24M +22,515 +23%
MOACM
314
Mutual of America Capital Management
New York
$17.4M +$134K +930 +0.8%
Teacher Retirement System of Texas
315
Teacher Retirement System of Texas
Texas
$17.2M +$1.84M +12,751 +12%
Janney Montgomery Scott
316
Janney Montgomery Scott
Pennsylvania
$17.2M +$3.34M +23,182 +24%
Bank of Nova Scotia
317
Bank of Nova Scotia
Ontario, Canada
$17.1M -$15.7M -109,148 -48%
RFC
318
Regions Financial Corp
Alabama
$17.1M +$255K +1,769 +2%
LCM
319
Laurion Capital Management
New York
$17M +$17M +118,117 New
AAM
320
Aureus Asset Management
Massachusetts
$16.9M +$500K +3,470 +3%
WMSA
321
Weiss Multi-Strategy Advisers
New York
$16.9M -$9.34M -64,899 -36%
HLC
322
Hunt Lane Capital
New York
$16.8M -$2.88M -20,000 -15%
TAM
323
Trillium Asset Management
Massachusetts
$16.8M +$3.03M +21,061 +22%
ProShare Advisors
324
ProShare Advisors
Maryland
$16.7M -$13.4M -93,086 -45%
Acadian Asset Management
325
Acadian Asset Management
Massachusetts
$16.5M -$4.04M -28,065 -20%
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