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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
+$616M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$461M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$416M
4
Morgan Stanley
Morgan Stanley
New York
+$374M
5
VVP
Vulcan Value Partners
Alabama
+$294M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.25B
2
Jennison Associates
Jennison Associates
New York
-$681M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$577M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$565M
5
Brown Advisory
Brown Advisory
Maryland
-$529M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
476
Shufro Rose & Co
New York
$11.1M +$634K +2,848 +6%
DBG
477
De Burlo Group
Massachusetts
$10.9M -$5.68M -25,510 -34%
BCV
478
Banque Cantonale Vaudoise
Switzerland
$10.9M +$1.37M +6,162 +14%
GFA
479
Gifford Fong Associates
California
$10.6M +$7.26M +32,621 +217%
KAS
480
Kemnay Advisory Services
New York
$10.6M -$7.06M -31,723 -40%
SF
481
Synovus Financial
Georgia
$10.5M -$337K -1,514 -3%
Lido Advisors
482
Lido Advisors
California
$10.5M +$1.82M +8,194 +21%
SIM
483
Sentry Investment Management
Wisconsin
$10.4M +$1.12M +5,044 +12%
CM
484
Caption Management
Oklahoma
$10.3M -$9.86M -44,320 -49%
TCM
485
Trybe Capital Management
Connecticut
$10.3M +$10.3M +46,384 New
AI
486
Atria Investments
North Carolina
$10.3M -$995K -4,471 -9%
AGP
487
Akaris Global Partners
New York
$10.3M +$1.18M +5,323 +13%
QI
488
QS Investors
New York
$10.3M +$186K +836 +2%
BHB
489
Bank Hapoalim BM
Israel
$10.2M -$954K -4,285 -9%
H
490
Hexavest
Quebec, Canada
$10.2M -$6.39M -28,726 -38%
KWMG
491
King Wealth Management Group
Florida
$10.1M +$2.16M +9,692 +27%
DA
492
Duality Advisers
Florida
$10.1M +$425K +1,909 +4%
JWM
493
Jackson Wealth Management
Florida
$10M +$613K +2,753 +7%
PIM
494
Progressive Investment Management
Oregon
$9.97M +$136K +610 +1%
MWM
495
Merriman Wealth Management
Washington
$9.96M +$9.96M +44,734 New
EAM
496
Erste Asset Management
Austria
$9.92M +$681K +3,062 +7%
JG
497
Jefferies Group
New York
$9.88M +$7.71M +34,634 +355%
BCMO
498
Buckingham Capital Management (Ohio)
Ohio
$9.86M -$191K -860 -2%
BII
499
Bainco International Investors
Massachusetts
$9.84M +$243K +1,093 +3%
SSB
500
Sandy Spring Bank
Maryland
$9.82M +$317K +1,423 +3%
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