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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
$677M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$642M
4
Morgan Stanley
Morgan Stanley
New York
$3.09B
5
VVP
Vulcan Value Partners
Alabama
$693M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$17.1B
2
Jennison Associates
Jennison Associates
New York
$2.22B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$359M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.15B
5
Brown Advisory
Brown Advisory
Maryland
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
26
American Century Companies
Missouri
$1.09B -$34.2M -153,824 -3%
Wells Fargo
27
Wells Fargo
California
$1.03B -$44.3M -198,889 -4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1B +$461M +2,070,458 +85%
UBS Group
29
UBS Group
Switzerland
$986M -$69.6M -312,611 -7%
Franklin Resources
30
Franklin Resources
California
$933M +$32.7M +147,137 +4%
Charles Schwab
31
Charles Schwab
California
$933M +$6.57M +29,536 +0.7%
Invesco
32
Invesco
Georgia
$925M -$96.6M -434,163 -9%
Ameriprise
33
Ameriprise
Minnesota
$837M -$51.7M -232,458 -6%
AAMU
34
Amundi Asset Management US
Massachusetts
$810M -$81.9M -367,911 -9%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$801M -$125M -561,186 -13%
Principal Financial Group
36
Principal Financial Group
Iowa
$795M +$131M +588,918 +20%
Swiss National Bank
37
Swiss National Bank
Switzerland
$765M -$14.4M -64,700 -2%
VVP
38
Vulcan Value Partners
Alabama
$693M +$294M +1,322,274 +74%
SM
39
SB Management
United Arab Emirates
$677M +$616M +2,768,883 +1,015%
PPA
40
Parametric Portfolio Associates
Washington
$662M +$15.6M +70,101 +2%
First Trust Advisors
41
First Trust Advisors
Illinois
$662M +$81.2M +364,865 +14%
ACM
42
Altimeter Capital Management
Massachusetts
$660M – – –
SGA
43
Sustainable Growth Advisers
Connecticut
$648M +$123M +551,751 +23%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$642M +$416M +1,868,841 +184%
Deutsche Bank
45
Deutsche Bank
Germany
$594M +$27.5M +123,396 +5%
MCMC
46
Matrix Capital Management Company
New Hampshire
$584M – – –
FAM
47
Fred Alger Management
New York
$581M -$153M -687,152 -21%
Allianz Asset Management
48
Allianz Asset Management
Germany
$574M -$7.28M -32,702 -1%
Tiger Global Management
49
Tiger Global Management
New York
$509M – – –
AllianceBernstein
50
AllianceBernstein
Tennessee
$490M -$22M -98,930 -4%
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