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
+$519M
3
Polen Capital Management
Polen Capital Management
Florida
+$429M
4
DZ Bank
DZ Bank
Germany
+$294M
5
Bank of America
Bank of America
North Carolina
+$282M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$673M
2
Sands Capital Management
Sands Capital Management
Virginia
-$367M
3
MCMC
Matrix Capital Management Company
New Hampshire
-$345M
4
ECU
Egerton Capital (UK)
United Kingdom
-$258M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
476
Lyell Wealth Management
California
$6.52M +$328K +2,275 +5%
OA
477
Oak Associates
Ohio
$6.48M – – –
TLCM
478
Tiger Legatus Capital Management
New York
$6.48M -$2.2M -15,300 -25%
SSB
479
Sandy Spring Bank
Maryland
$6.48M -$58.3K -405 -0.9%
CC
480
Centiva Capital
New York
$6.45M +$4.01M +27,821 +164%
HNB
481
Huntington National Bank
Ohio
$6.44M +$208K +1,444 +3%
SEC
482
Seven Eight Capital
New York
$6.29M +$5.08M +35,284 +419%
LMIM
483
Lockheed Martin Investment Management
Maryland
$6.21M +$3.01M +20,900 +94%
KeyBank National Association
484
KeyBank National Association
Ohio
$6.13M -$1.15M -7,969 -16%
MML Investors Services
485
MML Investors Services
Massachusetts
$6.12M -$1.25M -8,703 -17%
JIC
486
Johnson Investment Counsel
Ohio
$6.1M +$19.4K +135 +0.3%
KA
487
Kintegral Advisory
New York
$6.08M +$680K +4,722 +13%
SHGA
488
Sand Hill Global Advisors
California
$6.07M +$314K +2,182 +5%
CTA
489
Carillon Tower Advisers
Florida
$6.05M -$979K -6,800 -14%
BII
490
Bainco International Investors
Massachusetts
$5.96M +$237K +1,645 +4%
KWMG
491
King Wealth Management Group
Florida
$5.95M -$180K -1,250 -3%
BCMO
492
Buckingham Capital Management (Ohio)
Ohio
$5.93M -$629K -4,368 -10%
JWM
493
Jackson Wealth Management
Florida
$5.92M -$2.55M -13,978 -30%
DIA
494
Dana Investment Advisors
Wisconsin
$5.89M +$765K +5,313 +15%
PWM
495
Perigon Wealth Management
California
$5.81M +$390K +2,522 +7%
SFA
496
Sequoia Financial Advisors
Ohio
$5.77M -$50.7K -352 -0.9%
EFMH
497
E Fund Management (HK)
Hong Kong
$5.73M +$5.73M +39,826 New
CK
498
Cohen Klingenstein
New York
$5.72M – – –
Hudson Bay Capital Management
499
Hudson Bay Capital Management
Connecticut
$5.69M -$12.8M -89,153 -69%
NCM
500
Nelson Capital Management
California
$5.66M -$24.8K -172 -0.4%
18 19
20
21 22