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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 %
CIBC Asset Management
376
CIBC Asset Management
Ontario, Canada
$12.1M +$874K +6,068 +8%
OPERF
377
Oregon Public Employees Retirement Fund
Oregon
$12M -$1.59M -11,009 -12%
HFS
378
Hantz Financial Services
Michigan
$12M +$12M +83,157 New
SW
379
SVB Wealth
Massachusetts
$11.9M -$533K -3,703 -4%
SC
380
Scotia Capital
Ontario, Canada
$11.9M +$314K +2,178 +3%
AQR Capital Management
381
AQR Capital Management
Connecticut
$11.6M -$2.55M -17,713 -18%
IC
382
IEQ Capital
California
$11.6M +$6.43M +44,664 +125%
BC
383
Brinker Capital
Pennsylvania
$11.5M +$323K +2,245 +3%
MGI
384
MayTech Global Investments
New York
$11.5M +$1.87K +13 +0%
Capital Fund Management (CFM)
385
Capital Fund Management (CFM)
France
$11.4M -$7.8M -54,154 -41%
BOTW
386
Bank of the West
California
$11.3M -$916K -6,365 -7%
UCFA
387
United Capital Financial Advisors
Texas
$11.3M +$4.32M +30,038 +62%
TF
388
TIAA FSB
Florida
$11.3M +$3.13M +21,742 +38%
IC
389
Inverness Counsel
New York
$11.3M +$11.3M +78,220 New
FBA
390
Front Barnett Associates
Illinois
$11.1M +$466K +3,240 +4%
BIM
391
Bridges Investment Management
Nebraska
$10.7M +$5.12M +35,541 +91%
NB
392
Norinchukin Bank
Japan
$10.7M -$6.22M -43,224 -37%
KSCM
393
Key Square Capital Management
Connecticut
$10.6M +$10.6M +73,556 New
BWC
394
Blue Whale Capital
United Kingdom
$10.5M +$4.92M +34,200 +87%
LOAME
395
Lombard Odier Asset Management (Europe)
United Kingdom
$10.5M +$1.98M +13,735 +23%
ONB
396
Old National Bancorp
Indiana
$10.4M -$26.6K -185 -0.3%
GIA
397
Gateway Investment Advisers
Ohio
$10.4M -$1.24M -8,595 -11%
GT
398
Greenleaf Trust
Michigan
$10.4M +$286K +1,983 +3%
PPCM
399
Pillar Pacific Capital Management
California
$10.4M -$233K -1,616 -2%
TC
400
TownSquare Capital
Utah
$10.3M +$5.82M +37,242 +129%
14 15
16
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