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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 %
MCM
326
McKinley Capital Management
Alaska
$16.5M +$824K +5,724 +5%
NIPH
327
NN Investment Partners Holdings
Netherlands
$16.4M -$4.6M -31,952 -22%
GLCM
328
Greenlea Lane Capital Management
Connecticut
$16.4M +$16.4M +113,684 New
Balyasny Asset Management
329
Balyasny Asset Management
Illinois
$16.3M -$94.2M -654,382 -85%
GIP
330
Granite Investment Partners
California
$16.3M -$1.61M -11,200 -9%
MSE
331
MUFG Securities EMEA
United Kingdom
$16.2M -$28.1M -195,277 -63%
PIA
332
Piedmont Investment Advisors
North Carolina
$16.1M +$1.82M +12,669 +13%
HIMC
333
Heritage Investors Management Corp
Maryland
$16M +$252K +1,747 +2%
Robeco Institutional Asset Management
334
Robeco Institutional Asset Management
Netherlands
$15.7M +$3.59M +24,944 +30%
BBVA
335
Banco Bilbao Vizcaya Argentaria
Spain
$15.7M -$5.44M -37,808 -26%
BPC
336
Banque Pictet & Cie
Switzerland
$15.7M +$763K +5,300 +5%
FA
337
Friess Associates
Delaware
$15.6M +$1.19M +8,250 +8%
BPB
338
Badgley, Phelps & Bell
Washington
$15.6M -$281K -1,951 -2%
MCM
339
Maryland Capital Management
Maryland
$15.3M +$934K +6,487 +7%
KFC
340
Klingenstein Fields & Co
New York
$15.2M -$386K -2,683 -2%
Cambridge Investment Research Advisors
341
Cambridge Investment Research Advisors
Iowa
$15.2M +$1.24M +8,629 +9%
SI
342
Stephens Inc
Arkansas
$15.1M +$4.79M +33,291 +47%
BS
343
Banco Santander
Spain
$15M +$2.8M +19,416 +23%
HIMCH
344
Hartford Investment Management Co (HIMCO)
Connecticut
$14.9M +$50.5K +351 +0.3%
IMPI
345
Ilmarinen Mutual Pension Insurance
Finland
$14.4M – – –
Creative Planning
346
Creative Planning
Kansas
$14.4M +$555K +3,852 +4%
LF
347
Lannebo Fonder
Sweden
$14.3M +$2.74M +19,000 +24%
ACM
348
Azimuth Capital Management
Michigan
$14.3M +$4.53M +31,448 +47%
MC
349
Middleton & Co
Massachusetts
$14.2M -$213K -1,477 -1%
KAS
350
Kemnay Advisory Services
New York
$14.1M +$1.41M +9,776 +11%
12 13
14
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