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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 %
PCM
501
Parsons Capital Management
Rhode Island
$5.66M +$227K +1,576 +4%
KOCAA
502
Knights of Columbus Asset Advisors
Connecticut
$5.65M -$947K -6,575 -14%
GIM
503
Grassi Investment Management
California
$5.59M -$1.86M -12,930 -25%
NLGIA
504
Nippon Life Global Investors Americas
New York
$5.47M -$3.73M -25,910 -41%
AGAM
505
Avalon Global Asset Management
California
$5.44M -$3.2M -22,200 -37%
AIM
506
Achmea Investment Management
Netherlands
$5.43M +$3.59M +24,938 +195%
LSERS
507
Louisiana State Employees Retirement System
Louisiana
$5.43M -$634K -4,400 -10%
CAM
508
Cozad Asset Management
Illinois
$5.43M -$102K -710 -2%
AIM
509
Allen Investment Management
New York
$5.42M -$2.38M -16,501 -30%
CTC
510
Central Trust Company
Missouri
$5.4M +$317K +2,203 +6%
TCM
511
Twin Capital Management
Pennsylvania
$5.38M +$1.33M +9,225 +33%
BAMF
512
BI Asset Management Fondsmaeglerselskab
Denmark
$5.35M +$5.35M +37,177 New
FBB
513
Fulton Breakefield Broenniman
Maryland
$5.29M +$210K +1,456 +4%
SCM
514
Sitrin Capital Management
California
$5.27M +$5.27M +36,609 New
Walleye Trading
515
Walleye Trading
New York
$5.27M -$14M -97,145 -73%
BCV
516
Banque Cantonale Vaudoise
Switzerland
$5.24M +$192K +1,334 +4%
MERSOM
517
Municipal Employees' Retirement System of Michigan
Michigan
$5.23M +$40.3K +280 +0.8%
CWP
518
CFM Wealth Partners
Texas
$5.17M +$241K +1,673 +5%
Wolverine Trading
519
Wolverine Trading
Illinois
$5.12M -$12.8M -85,086 -71%
SFM
520
Sphera Funds Management
Israel
$5.12M +$5.12M +35,529 New
BAMCO Inc
521
BAMCO Inc
New York
$5.11M +$766K +5,320 +18%
CFG
522
Cambridge Financial Group
Ohio
$5.09M +$82.8K +575 +2%
EDRH
523
Edmond de Rothschild Holding
Switzerland
$5.07M +$877K +6,090 +21%
DAM
524
Deltec Asset Management
New York
$5.04M -$864K -6,000 -15%
TCOV
525
Trust Company of Vermont
Vermont
$5.02M +$70.3K +488 +1%
19 20
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