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Salesforce
CRM

Overview Fund Activity

1,574 hedge funds and large institutions have $120B invested in Salesforce in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 629 increasing their positions, 496 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,574
Holders Change
+155
Holders Change %
+10.92%
% of All Funds
31.08%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.76%
New
264
Increased
629
Reduced
496
Closed
89
Calls
$1.88B
Puts
$2.72B
Net Calls
-$841M
Net Calls Change
-$524M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$501M
2
ClearBridge Investments
ClearBridge Investments
New York
+$457M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$283M
4
FCM
Farallon Capital Management
California
+$281M
5
Morgan Stanley
Morgan Stanley
New York
+$228M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$441M
2
Jennison Associates
Jennison Associates
New York
-$277M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$272M
4
Tiger Global Management
Tiger Global Management
New York
-$271M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
326
Middleton & Co
Massachusetts
$16.2M +$30.9K +190 +0.2%
LTFS
327
Ladenburg Thalmann Financial Services
Florida
$16.2M +$3.09M +19,173 +23%
MCM
328
Maryland Capital Management
Maryland
$16.2M +$245K +1,507 +2%
PIA
329
Piedmont Investment Advisors
North Carolina
$16.1M +$725K +4,459 +5%
AG
330
Advisor Group
Arizona
$16.1M +$2.68M +16,494 +20%
SAM
331
Sycomore Asset Management
France
$16M +$424K +2,612 +3%
QIM
332
Quest Investment Management
Oregon
$16M -$463K -2,846 -3%
AQR Capital Management
333
AQR Capital Management
Connecticut
$16M -$9.96M -61,260 -38%
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$15.8M +$2.36M +14,536 +18%
Cambridge Investment Research Advisors
335
Cambridge Investment Research Advisors
Iowa
$15.7M -$940K -5,780 -6%
Creative Planning
336
Creative Planning
Kansas
$15.6M +$177K +1,089 +1%
Janney Montgomery Scott
337
Janney Montgomery Scott
Pennsylvania
$15.6M +$580K +3,565 +4%
TAM
338
Trillium Asset Management
Massachusetts
$15.5M -$214K -1,315 -1%
OPERF
339
Oregon Public Employees Retirement Fund
Oregon
$15.4M -$16.4M -100,786 -52%
AWG
340
Alpha Wave Global
New York
$15.3M -$2.2M -13,529 -13%
SSA
341
South Street Advisors
New York
$15M +$50.1K +308 +0.3%
JMFC
342
J.M. Forbes & Co
Massachusetts
$14.7M +$934K +5,745 +7%
PAI
343
Pittenger & Anderson Inc
Nebraska
$14.7M +$84.7K +521 +0.6%
SAM
344
Securian Asset Management
Minnesota
$14.7M -$251K -1,543 -2%
MSR
345
Main Street Research
Connecticut
$14.5M -$149K -918 -1%
BIM
346
Bridgecreek Investment Management
Oklahoma
$14.4M -$109K -670 -0.7%
KAS
347
Kemnay Advisory Services
New York
$14.4M – – –
MCM
348
Moore Capital Management
New York
$14.3M +$14.3M +87,950 New
CCM
349
Chilton Capital Management
Texas
$14.1M +$71.9K +442 +0.5%
SW
350
SVB Wealth
Massachusetts
$14.1M -$227K -1,396 -2%
12 13
14
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