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Salesforce
CRM

Overview Fund Activity

1,574 hedge funds and large institutions have $120B invested in Salesforce in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 629 increasing their positions, 496 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,574
Holders Change
+155
Holders Change %
+10.92%
% of All Funds
31.08%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.76%
New
264
Increased
629
Reduced
496
Closed
89
Calls
$1.88B
Puts
$2.72B
Net Calls
-$841M
Net Calls Change
-$524M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$501M
2
ClearBridge Investments
ClearBridge Investments
New York
+$457M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$283M
4
FCM
Farallon Capital Management
California
+$281M
5
Morgan Stanley
Morgan Stanley
New York
+$228M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$441M
2
Jennison Associates
Jennison Associates
New York
-$277M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$272M
4
Tiger Global Management
Tiger Global Management
New York
-$271M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
CK
501
Cohen Klingenstein
New York
$6.46M – – –
NCM
502
Nelson Capital Management
California
$6.42M -$13.2K -81 -0.2%
CCG
503
Cypress Capital Group
Florida
$6.41M +$146K +897 +2%
BWC
504
Blue Whale Capital
United Kingdom
$6.36M +$6.36M +39,096 New
BIM
505
Bridges Investment Management
Nebraska
$6.33M +$2.14M +13,169 +51%
CWP
506
CFM Wealth Partners
Texas
$6.25M +$6.25M +34,217 New
CAM
507
Cozad Asset Management
Illinois
$6.25M -$42.3K -260 -0.7%
PCM
508
Parsons Capital Management
Rhode Island
$6.13M -$25.2K -155 -0.4%
KA
509
Kintegral Advisory
New York
$6.1M – – –
CIBC World Market
510
CIBC World Market
Ontario, Canada
$6.09M +$125K +771 +2%
PWM
511
Perigon Wealth Management
California
$6.08M -$425K -2,451 -7%
KIA
512
KCM Investment Advisors
California
$5.99M -$60.2K -370 -1%
SC
513
SouthState Corp
Florida
$5.89M -$195K -1,198 -3%
MERSOM
514
Municipal Employees' Retirement System of Michigan
Michigan
$5.86M +$421K +2,590 +8%
IC
515
IEQ Capital
California
$5.82M +$5.82M +35,775 New
DIA
516
Dana Investment Advisors
Wisconsin
$5.79M -$631K -3,882 -10%
EWM
517
Evercore Wealth Management
New York
$5.79M +$195K +1,196 +3%
CTC
518
Central Trust Company
Missouri
$5.74M -$411K -2,528 -7%
FBB
519
Fulton Breakefield Broenniman
Maryland
$5.73M +$255K +1,566 +5%
BCV
520
Banque Cantonale Vaudoise
Switzerland
$5.71M +$5.71M +35,089 New
CFG
521
Cambridge Financial Group
Ohio
$5.66M -$224K -1,380 -4%
NMIMC
522
Northwestern Mutual Investment Management Company
Wisconsin
$5.6M +$172K +1,057 +3%
TCOV
523
Trust Company of Vermont
Vermont
$5.6M -$95.6K -588 -2%
HIA
524
Harbor Investment Advisory
Maryland
$5.6M +$5.6M +34,403 New
CWM
525
Calamos Wealth Management
Illinois
$5.59M +$5.53K +34 +0.1%
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