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Salesforce
CRM

Overview Fund Activity

1,693 hedge funds and large institutions have $139B invested in Salesforce in 2020 Q2 according to their latest regulatory filings, with 223 funds opening new positions, 763 increasing their positions, 541 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,693
Holders Change
+83
Holders Change %
+5.16%
% of All Funds
34.8%
Holding in Top 10
92
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.12%
% of All Funds
1.89%
New
223
Increased
763
Reduced
541
Closed
125
Calls
$2.07B
Puts
$2.78B
Net Calls
-$711M
Net Calls Change
-$217M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.99B
2
LPC
Lone Pine Capital
Connecticut
$570M
3
VVP
Vulcan Value Partners
Alabama
$357M
4
First Eagle Investment Management
First Eagle Investment Management
New York
$265M
5
BlackRock
BlackRock
New York
$12.1B

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$67.1M
2
Jennison Associates
Jennison Associates
New York
$2.83B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$16.2B
4
Sands Capital Management
Sands Capital Management
Virginia
$31.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$888M -$113M -600,855 -11%
UBS Group
27
UBS Group
Switzerland
$881M +$238M +1,273,042 +37%
UBS AM
28
UBS AM
Illinois
$877M -$50.8M -271,157 -5%
Ameriprise
29
Ameriprise
Minnesota
$835M +$16.8M +89,677 +2%
Winslow Capital Management
30
Winslow Capital Management
Minnesota
$816M -$18.6M -99,371 -2%
Franklin Resources
31
Franklin Resources
California
$805M +$15.8M +82,769 +2%
Charles Schwab
32
Charles Schwab
California
$760M +$19.3M +102,818 +3%
AAMU
33
Amundi Asset Management US
Massachusetts
$735M +$189M +1,011,287 +35%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$728M -$21.5M -114,530 -3%
Swiss National Bank
35
Swiss National Bank
Switzerland
$624M +$18.6M +99,300 +3%
SGA
36
Sustainable Growth Advisers
Connecticut
$610M +$71.7M +382,568 +13%
FAM
37
Fred Alger Management
New York
$597M -$112M -597,377 -16%
ACM
38
Altimeter Capital Management
Massachusetts
$591M – – –
LPC
39
Lone Pine Capital
Connecticut
$570M +$570M +3,045,252 New
Principal Financial Group
40
Principal Financial Group
Iowa
$562M +$80.2M +428,180 +17%
First Trust Advisors
41
First Trust Advisors
Illinois
$560M +$82.5M +440,570 +17%
PPA
42
Parametric Portfolio Associates
Washington
$539M -$22.6M -120,649 -4%
Swedbank
43
Swedbank
Sweden
$515M -$52.7M -281,301 -9%
Brown Advisory
44
Brown Advisory
Maryland
$506M +$3.11M +16,587 +0.6%
AllianceBernstein
45
AllianceBernstein
Tennessee
$504M +$24.1M +128,763 +5%
MCMC
46
Matrix Capital Management Company
New Hampshire
$491M – – –
DZ Bank
47
DZ Bank
Germany
$469M +$76.9M +410,733 +20%
Goldman Sachs
48
Goldman Sachs
New York
$468M -$99.1M -528,942 -17%
Allianz Asset Management
49
Allianz Asset Management
Germany
$456M -$10.8M -57,650 -2%
Tiger Global Management
50
Tiger Global Management
New York
$436M +$224M +1,197,596 +106%
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