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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 %
DWM
401
Doyle Wealth Management
Florida
$17.2M +$275K +1,238 +2%
VRS
402
Virginia Retirement Systems
Virginia
$17M -$1.13M -5,100 -6%
NAM
403
NorthCoast Asset Management
Connecticut
$16.8M +$16.2M +72,816 +2,930%
SSA
404
South Street Advisors
New York
$16.8M -$2.6M -11,673 -13%
ITFISA
405
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$16.7M -$2.27M -10,221 -12%
CA
406
Cullinan Associates
Kentucky
$16.7M -$309K -1,387 -2%
BIAS
407
Beacon Investment Advisory Services
New Jersey
$16.6M -$246K -1,105 -1%
MML Investors Services
408
MML Investors Services
Massachusetts
$16.2M +$2.51M +11,263 +18%
HLC
409
Hunt Lane Capital
New York
$16.2M -$6.01M -27,000 -27%
Alyeska Investment Group
410
Alyeska Investment Group
Illinois
$16.1M +$16.1M +72,549 New
PPCM
411
Pillar Pacific Capital Management
California
$16.1M +$44.3K +199 +0.3%
EB
412
Eastern Bank
Massachusetts
$15.9M -$28.5K -128 -0.2%
KA
413
Kerrisdale Advisers
Florida
$15.8M +$10.3M +46,157 +185%
GT
414
Glenmede Trust
Pennsylvania
$15.8M +$1.84M +8,280 +13%
SAM
415
Shell Asset Management
Netherlands
$15.7M +$3.85M +17,289 +32%
RPI
416
Railway Pension Investments
United Kingdom
$15.5M – – –
MNBTD
417
Moody National Bank Trust Division
Texas
$15.2M – – –
CC
418
Cornerstone Capital
California
$15.1M +$2.39M +10,735 +19%
AAM
419
AO Asset Management
New York
$15M -$7.87M -35,384 -34%
BF
420
BOK Financial
Oklahoma
$15M -$950K -4,270 -6%
PAG
421
Private Advisor Group
New Jersey
$14.6M +$7.57M +34,035 +108%
SCA
422
Spearhead Capital Advisors
Florida
$14.5M +$795K +3,571 +6%
EMPI
423
Elo Mutual Pension Insurance
Finland
$14.4M +$14.4M +64,699 New
LIP
424
Liontrust Investment Partners
United Kingdom
$14.4M +$14.4M +64,500 New
DCM
425
Dupont Capital Management
Delaware
$14.3M -$3.41M -15,316 -19%
15 16
17
18 19