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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 %
CAM
301
ClariVest Asset Management
California
$31M -$4.79M -21,543 -13%
M&T Bank
302
M&T Bank
New York
$30.5M +$1.91M +8,570 +7%
BWC
303
Blue Whale Capital
United Kingdom
$30.4M +$8.32M +37,400 +38%
JAM
304
Jupiter Asset Management
United Kingdom
$30.2M +$10.6M +47,664 +54%
WMC
305
Westwood Management Corporation
Illinois
$30M -$289K -1,300 -1%
SMDAM
306
Sumitomo Mitsui DS Asset Management
Japan
$29.1M -$2.2M -9,892 -7%
UB
307
UMB Bank
Missouri
$29.1M -$783K -3,520 -3%
CIBC World Market
308
CIBC World Market
Ontario, Canada
$28.9M +$12.3M +55,308 +74%
Acadian Asset Management
309
Acadian Asset Management
Massachusetts
$28.7M -$1.49M -6,712 -5%
Squarepoint
310
Squarepoint
New York
$28.7M -$12.7M -56,996 -31%
HIMC
311
Heritage Investors Management Corp
Maryland
$28.7M +$3.4M +15,258 +13%
DLPIC
312
Davide Leone & Partners Investment Company
United Kingdom
$28.5M +$28.5M +128,000 New
TAM
313
Trillium Asset Management
Massachusetts
$28.5M +$38.5K +173 +0.1%
Impax Asset Management Group
314
Impax Asset Management Group
United Kingdom
$28.3M +$899K +4,041 +3%
MSA
315
Mason Street Advisors
Wisconsin
$28.1M -$354K -1,590 -1%
Creative Planning
316
Creative Planning
Kansas
$28.1M +$8.2M +36,827 +41%
ALAM
317
Asahi Life Asset Management
Japan
$28M +$260K +1,170 +0.9%
RG
318
Renaissance Group
Kentucky
$27.8M -$1.62M -7,289 -6%
AAM
319
Aureus Asset Management
Massachusetts
$27.3M +$835K +3,751 +3%
MCM
320
Maryland Capital Management
Maryland
$26.9M +$1.75M +7,857 +7%
WIM
321
Weitz Investment Management
Nebraska
$26.7M – – –
DnB Asset Management
322
DnB Asset Management
Norway
$26.7M +$1.15M +5,161 +5%
SPIA
323
Steward Partners Investment Advisory
New York
$26.3M +$794K +3,568 +3%
TMAM
324
Tokio Marine Asset Management
Japan
$26.2M -$735K -3,301 -3%
NC
325
Nicholas Company
Wisconsin
$26.2M -$2.24M -10,080 -8%
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