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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 World Market
451
CIBC World Market
Ontario, Canada
$7.69M +$2.29M +15,937 +43%
KLWA
452
Kelly Lawrence W & Associates
California
$7.68M -$1.87M -13,015 -20%
AGP
453
Akaris Global Partners
New York
$7.62M +$7.62M +52,900 New
GLAM
454
Gardner Lewis Asset Management
Pennsylvania
$7.6M -$1.76M -12,245 -19%
CAM
455
Congress Asset Management
Massachusetts
$7.6M +$72.6K +504 +1%
DIA
456
Davidson Investment Advisors
Montana
$7.59M -$363K -2,523 -5%
AHC
457
Adell Harriman & Carpenter
Texas
$7.57M -$286K -1,985 -4%
I
458
IberiaBank
Louisiana
$7.48M -$589K -4,094 -7%
SMDAM
459
Sumitomo Mitsui DS Asset Management
Japan
$7.44M -$123K -853 -2%
CA
460
Cetera Advisors
Colorado
$7.35M +$187K +1,297 +3%
AIMCA
461
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.34M – – –
GH
462
GAM Holding
Switzerland
$7.21M +$560K +3,889 +8%
Primecap Management
463
Primecap Management
California
$7.2M – – –
AC
464
AMS Capital
Brazil
$7.2M – – –
KIP
465
Kayak Investment Partners
California
$7.09M +$934K +6,488 +15%
SRC
466
Shufro Rose & Co
New York
$7.03M +$7.03M +48,843 New
PAM
467
Premier Asset Management
Illinois
$7M -$265K -1,843 -4%
CIA
468
Covington Investment Advisors
Pennsylvania
$6.93M +$366K +2,545 +6%
EVM
469
Evelyn V. Moreno
$6.88M -$288K -2,000 -4%
PA
470
Profund Advisors
Maryland
$6.78M -$2.42M -16,831 -26%
EGA
471
Eagle Global Advisors
Texas
$6.76M +$82.8K +575 +1%
RIM
472
Redpoint Investment Management
Australia
$6.75M -$1.17M -8,114 -15%
NMIMC
473
Northwestern Mutual Investment Management Company
Wisconsin
$6.66M +$1.69M +11,770 +34%
NRS
474
Neville Rodie & Shaw
New York
$6.58M +$71.3K +495 +1%
CM
475
Capula Management
Cayman Islands
$6.56M +$6.56M +45,574 New
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