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Salesforce
CRM

Overview Fund Activity

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B

Top Buyers

1
State Street
State Street
Massachusetts
$10.5B
2
Citadel Advisors
Citadel Advisors
Florida
$357M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$327M
4
GQG Partners
GQG Partners
Florida
$680M
5
Morgan Stanley
Morgan Stanley
New York
$3.07B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$20.7B
2
LPC
Lone Pine Capital
Connecticut
$0
3
Jennison Associates
Jennison Associates
New York
$3.28B
4
MCM
Melvin Capital Management
New York
$0
5
Viking Global Investors
Viking Global Investors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$1.22B -$55.5M -220,974 -4%
UBS Group
27
UBS Group
Switzerland
$1.19B +$9.78M +38,920 +0.8%
Invesco
28
Invesco
Georgia
$1.15B -$37.9M -150,714 -3%
Winslow Capital Management
29
Winslow Capital Management
Minnesota
$1.06B -$38.8M -154,418 -4%
Charles Schwab
30
Charles Schwab
California
$1.05B +$26.5M +105,517 +3%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$1.05B +$68.9M +274,175 +7%
Franklin Resources
32
Franklin Resources
California
$1.02B -$40.3M -160,296 -4%
AAMU
33
Amundi Asset Management US
Massachusetts
$1.01B +$21.2M +84,445 +2%
Ameriprise
34
Ameriprise
Minnesota
$1.01B -$116M -459,561 -10%
Swiss National Bank
35
Swiss National Bank
Switzerland
$880M +$42.3M +168,300 +5%
FAM
36
Fred Alger Management
New York
$829M +$27.6M +109,825 +3%
Principal Financial Group
37
Principal Financial Group
Iowa
$750M -$4.75M -18,912 -0.6%
ACM
38
Altimeter Capital Management
Massachusetts
$746M -$47M -187,100 -6%
PPA
39
Parametric Portfolio Associates
Washington
$731M +$7.87M +31,318 +1%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$696M +$151M +599,198 +28%
GQG Partners
41
GQG Partners
Florida
$680M +$298M +1,185,791 +78%
Brown Advisory
42
Brown Advisory
Maryland
$664M -$14.4M -57,372 -2%
MCMC
43
Matrix Capital Management Company
New Hampshire
$659M – – –
Allianz Asset Management
44
Allianz Asset Management
Germany
$656M +$44.8M +178,079 +7%
First Trust Advisors
45
First Trust Advisors
Illinois
$655M -$95.7M -380,893 -13%
Deutsche Bank
46
Deutsche Bank
Germany
$640M +$114M +454,874 +22%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$613M +$49M +194,811 +9%
SGA
48
Sustainable Growth Advisers
Connecticut
$593M -$226M -898,094 -28%
AllianceBernstein
49
AllianceBernstein
Tennessee
$579M -$97.5M -388,127 -14%
DZ Bank
50
DZ Bank
Germany
$578M -$50.5M -200,920 -8%
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