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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 %
AB
451
Amalgamated Bank
New York
$12.6M +$77.2K +347 +0.6%
KRS
452
Kentucky Retirement Systems
Kentucky
$12.5M +$655K +2,942 +6%
FCH
453
Freestone Capital Holdings
Washington
$12.3M +$990K +4,450 +9%
AHC
454
Adell Harriman & Carpenter
Texas
$12.3M +$111K +500 +0.9%
QP
455
Quilter Plc
United Kingdom
$12M +$11.8K +53 +0.1%
AIM
456
Achmea Investment Management
Netherlands
$12M +$1.74M +7,799 +17%
PAM
457
Premier Asset Management
Illinois
$11.9M +$368K +1,655 +3%
OC
458
Oppenheimer & Co
New York
$11.9M -$1.66M -7,450 -12%
JRP
459
Jasper Ridge Partners
California
$11.7M – – –
SPC
460
Sigma Planning Corp
Michigan
$11.6M +$1.82M +8,157 +18%
CTC
461
Central Trust Company
Missouri
$11.6M +$2.55M +11,461 +28%
SGM
462
Skye Global Management
Florida
$11.6M +$6.34M +28,500 +121%
EP
463
Edgestream Partners
New Jersey
$11.5M +$2.97M +13,358 +35%
NRS
464
Neville Rodie & Shaw
New York
$11.5M +$1.05M +4,735 +10%
LWM
465
Lyell Wealth Management
California
$11.4M +$1.02M +4,583 +10%
BCI
466
Brinker Capital Investments
Pennsylvania
$11.4M -$5.61M -25,223 -33%
FBB
467
Fulton Breakefield Broenniman
Maryland
$11.3M -$2.3M -10,330 -17%
FHC
468
First Horizon Corporation
Tennessee
$11.3M +$583K +2,621 +5%
NMIMC
469
Northwestern Mutual Investment Management Company
Wisconsin
$11.2M +$160K +718 +1%
CIA
470
Covington Investment Advisors
Pennsylvania
$11.1M -$4.45K -20 -0%
VIP
471
Vantage Investment Partners
Missouri
$11.1M – – –
CTA
472
Chesley Taft & Associates
Illinois
$11.1M -$166K -746 -1%
Primecap Management
473
Primecap Management
California
$11.1M – – –
GLAM
474
Gardner Lewis Asset Management
Pennsylvania
$11.1M – – –
CAM
475
Congress Asset Management
Massachusetts
$11.1M +$149K +670 +1%
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