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Salesforce
CRM

Overview Fund Activity

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B

Top Buyers

1
State Street
State Street
Massachusetts
+$1.32B
2
Citadel Advisors
Citadel Advisors
Florida
+$356M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$327M
4
GQG Partners
GQG Partners
Florida
+$298M
5
Morgan Stanley
Morgan Stanley
New York
+$281M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1B
2
LPC
Lone Pine Capital
Connecticut
-$570M
3
Jennison Associates
Jennison Associates
New York
-$523M
4
MCM
Melvin Capital Management
New York
-$420M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWC
351
Blue Whale Capital
United Kingdom
$25M +$1.25M +4,980 +5%
BBVA
352
Banco Bilbao Vizcaya Argentaria
Spain
$24.9M -$1.88M -7,474 -7%
NP
353
NS Partners
United Kingdom
$24.8M +$4.17M +16,586 +20%
HIMCH
354
Hartford Investment Management Co (HIMCO)
Connecticut
$24.5M -$664K -2,643 -3%
CSS
355
Cubist Systematic Strategies
Connecticut
$24.4M +$21.8M +86,789 +855%
MC
356
Middleton & Co
Massachusetts
$24M -$567K -2,258 -2%
HFS
357
Hantz Financial Services
Michigan
$23.9M +$1.5M +5,965 +7%
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$23.7M – – –
JMFC
359
J.M. Forbes & Co
Massachusetts
$23.6M +$450K +1,790 +2%
PAI
360
Pittenger & Anderson Inc
Nebraska
$23.4M +$341K +1,357 +1%
CIBC Asset Management
361
CIBC Asset Management
Ontario, Canada
$23.2M +$662K +2,633 +3%
MRG
362
Milestone Resources Group
British Virgin Islands
$22.9M +$22.9M +91,013 New
SW
363
SVB Wealth
Massachusetts
$22.9M +$1.46M +5,790 +7%
CM
364
Caption Management
Oklahoma
$22.8M +$22.7M +90,400 +30,133%
IMPI
365
Ilmarinen Mutual Pension Insurance
Finland
$22.6M -$2.51M -10,000 -10%
MAM
366
Martingale Asset Management
Massachusetts
$22.6M -$12M -47,607 -35%
Creative Planning
367
Creative Planning
Kansas
$22.4M -$2.43M -9,653 -10%
JAM
368
Jupiter Asset Management
United Kingdom
$22.2M +$16.5M +65,897 +293%
SSA
369
South Street Advisors
New York
$21.9M -$472K -1,880 -2%
BIM
370
Bridgecreek Investment Management
Oklahoma
$21.8M -$31.4K -125 -0.1%
FCI
371
Financial Counselors Inc
Kansas
$21.7M +$1.4M +5,574 +7%
TAM
372
Tocqueville Asset Management
New York
$21.6M +$1.06M +4,216 +5%
UIM
373
USS Investment Management
United Kingdom
$21.4M +$682K +2,716 +3%
ITFISA
374
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$21.4M -$1.66M -6,603 -7%
SAM
375
Securian Asset Management
Minnesota
$21.2M -$110K -437 -0.5%
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