CRM icon

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
$1.57B
3
Polen Capital Management
Polen Capital Management
Florida
$873M
4
DZ Bank
DZ Bank
Germany
$301M
5
Bank of America
Bank of America
North Carolina
$1.59B

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
Sands Capital Management
Sands Capital Management
Virginia
$367M
3
MCMC
Matrix Capital Management Company
New Hampshire
$378M
4
ECU
Egerton Capital (UK)
United Kingdom
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$13B
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
26
American Century Companies
Missouri
$708M -$9.62M -66,805 -1%
Winslow Capital Management
27
Winslow Capital Management
Minnesota
$642M -$15.2M -105,289 -2%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$639M -$24.2M -167,905 -4%
Ameriprise
29
Ameriprise
Minnesota
$629M -$27.3M -189,706 -4%
Franklin Resources
30
Franklin Resources
California
$594M -$3.98M -27,656 -0.7%
ClearBridge Investments
31
ClearBridge Investments
New York
$591M +$127M +884,377 +27%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$576M -$32.3M -224,479 -5%
Charles Schwab
33
Charles Schwab
California
$569M +$3.5M +24,318 +0.6%
FAM
34
Fred Alger Management
New York
$545M -$144M -999,826 -21%
Viking Global Investors
35
Viking Global Investors
Connecticut
$505M -$124M -860,794 -20%
UBS Group
36
UBS Group
Switzerland
$494M -$59.7M -414,604 -11%
Swiss National Bank
37
Swiss National Bank
Switzerland
$466M +$87.3M +606,300 +23%
ACM
38
Altimeter Capital Management
Massachusetts
$454M -$141M -980,080 -24%
Swedbank
39
Swedbank
Sweden
$436M +$10.8M +75,156 +3%
Goldman Sachs
40
Goldman Sachs
New York
$436M -$158M -1,094,036 -27%
PPA
41
Parametric Portfolio Associates
Washington
$431M +$20.8M +144,212 +5%
AAMU
42
Amundi Asset Management US
Massachusetts
$419M +$186M +1,294,044 +80%
SGA
43
Sustainable Growth Advisers
Connecticut
$414M -$49.2M -341,765 -11%
Brown Advisory
44
Brown Advisory
Maryland
$387M -$99.8M -693,342 -21%
MCMC
45
Matrix Capital Management Company
New Hampshire
$378M -$345M -2,396,666 -48%
Principal Financial Group
46
Principal Financial Group
Iowa
$371M +$6.44M +44,707 +2%
AllianceBernstein
47
AllianceBernstein
Tennessee
$369M +$100M +695,378 +37%
Sands Capital Management
48
Sands Capital Management
Virginia
$367M -$367M -2,546,461 -50%
First Trust Advisors
49
First Trust Advisors
Illinois
$367M -$19.8M -137,645 -5%
Allianz Asset Management
50
Allianz Asset Management
Germany
$359M -$15M -104,302 -4%
1
2
3 4 5