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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 %
ORI
426
Oak Ridge Investments
Illinois
$8.69M -$769K -5,340 -8%
SAM
427
Shell Asset Management
Netherlands
$8.69M -$887K -6,163 -9%
HW
428
Hancock Whitney
Mississippi
$8.59M +$2.17M +15,082 +34%
AC
429
Athanor Capital
New York
$8.52M -$14.2M -98,458 -62%
SCA
430
Spearhead Capital Advisors
Florida
$8.48M +$632K +4,391 +8%
SG Americas Securities
431
SG Americas Securities
New York
$8.45M +$6.41M +44,548 +316%
FMI
432
Factory Mutual Insurance
Massachusetts
$8.44M – – –
PA
433
Pinnacle Associates
New York
$8.39M +$171K +1,191 +2%
WT
434
Washington Trust
Rhode Island
$8.29M +$112K +778 +1%
TM
435
Tiger Management
New York
$8.28M +$8.28M +57,500 New
BHB
436
Bank Hapoalim BM
Israel
$8.25M -$1.57M -10,916 -16%
COPPSERS
437
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.16M -$64.9K -451 -0.8%
WT
438
Whittier Trust
California
$8.14M -$175K -1,218 -2%
NMERB
439
New Mexico Educational Retirement Board
New Mexico
$8.03M -$1.46M -10,150 -15%
FSA
440
Franklin Street Advisors
North Carolina
$8M +$882K +6,129 +12%
KWILP
441
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.98M +$7.98M +55,421 New
MWM
442
Merriman Wealth Management
Washington
$7.97M +$1.27M +8,822 +19%
SIM
443
Sentry Investment Management
Wisconsin
$7.96M – – –
CGH
444
Crossmark Global Holdings
Texas
$7.88M -$121K -838 -2%
CTA
445
Chesley Taft & Associates
Illinois
$7.83M -$69.7K -484 -0.9%
SF
446
Synovus Financial
Georgia
$7.8M +$1.58M +11,034 +25%
RSS
447
Rosenblum Silverman Sutton
California
$7.8M -$143K -992 -2%
VRS
448
Virginia Retirement Systems
Virginia
$7.79M +$533K +3,700 +7%
CCI
449
Columbus Circle Investors
$7.77M +$3.77M +26,154 +94%
AWS
450
AJ Wealth Strategies
New York
$7.72M +$7.72M +53,592 New
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