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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 %
QOP
426
Quinn Opportunity Partners
Virginia
$14.2M +$14.2M +63,830 New
HW
427
Hancock Whitney
Mississippi
$14.2M -$304K -1,364 -2%
ONB
428
Old National Bancorp
Indiana
$14.1M -$1.64M -7,383 -10%
ANI
429
American National Insurance
Texas
$14.1M – – –
TNB
430
Thomasville National Bank
Georgia
$13.8M -$51.2K -230 -0.4%
CGH
431
Crossmark Global Holdings
Texas
$13.7M +$900K +4,043 +7%
SIM
432
Spark Investment Management
New York
$13.6M +$10M +45,000 +278%
DIA
433
Davidson Investment Advisors
Montana
$13.6M +$2.32M +10,443 +21%
SIA
434
Sit Investment Associates
Minnesota
$13.6M -$508K -2,285 -4%
PM
435
Precept Management
Texas
$13.6M -$8.9M -40,000 -40%
CC
436
Cannell & Co
New York
$13.6M +$13.6M +60,993 New
WT
437
Washington Trust
Rhode Island
$13.6M +$264K +1,188 +2%
PA
438
Profund Advisors
Maryland
$13.4M +$1.23M +5,546 +10%
CA
439
Cetera Advisors
Colorado
$13.4M +$1.01M +4,524 +8%
EDRH
440
Edmond de Rothschild Holding
Switzerland
$13.4M +$8.69M +39,069 +187%
BOTW
441
Bank of the West
California
$13.3M -$125K -563 -0.9%
OA
442
Oak Associates
Ohio
$13.2M +$3.01M +13,505 +30%
BFO
443
Boston Family Office
Massachusetts
$13.2M +$2.38M +10,704 +22%
EGA
444
Eagle Global Advisors
Texas
$13.1M +$2.8M +12,563 +27%
WT
445
Whittier Trust
California
$13.1M +$264K +1,186 +2%
BFS
446
Bradley Foster & Sargent
Connecticut
$13.1M +$6.47M +29,071 +98%
Pacer Advisors
447
Pacer Advisors
Pennsylvania
$13.1M -$1.39M -6,265 -10%
NMERB
448
New Mexico Educational Retirement Board
New Mexico
$12.7M -$111K -500 -0.9%
RSS
449
Rosenblum Silverman Sutton
California
$12.7M +$89.7K +403 +0.7%
LSERS
450
Louisiana State Employees Retirement System
Louisiana
$12.6M +$2.36M +10,600 +23%
16 17
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