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Salesforce
CRM

Overview Fund Activity

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B

Top Buyers

1
State Street
State Street
Massachusetts
+$1.32B
2
Citadel Advisors
Citadel Advisors
Florida
+$356M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$327M
4
GQG Partners
GQG Partners
Florida
+$298M
5
Morgan Stanley
Morgan Stanley
New York
+$281M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1B
2
LPC
Lone Pine Capital
Connecticut
-$570M
3
Jennison Associates
Jennison Associates
New York
-$523M
4
MCM
Melvin Capital Management
New York
-$420M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
501
Erste Asset Management
Austria
$10.3M +$720K +2,910 +8%
SHGA
502
Sand Hill Global Advisors
California
$10.2M -$256K -1,020 -2%
LOAMU
503
Lombard Odier Asset Management (USA)
New York
$10.2M -$4.86M -19,345 -32%
HNB
504
Huntington National Bank
Ohio
$10.2M -$241K -957 -2%
CTC
505
Central Trust Company
Missouri
$10.2M +$354K +1,408 +4%
NLGIA
506
Nippon Life Global Investors Americas
New York
$10.1M -$1.46M -5,820 -13%
KeyBank National Association
507
KeyBank National Association
Ohio
$10M -$189K -753 -2%
AWM
508
AE Wealth Management
Kansas
$10M +$1.54M +6,139 +18%
CK
509
Cohen Klingenstein
New York
$9.98M – – –
MCM
510
Marsico Capital Management
Colorado
$9.94M – – –
PCM
511
Parsons Capital Management
Rhode Island
$9.88M -$19.6K -78 -0.2%
AIM
512
Allen Investment Management
New York
$9.81M +$267K +1,064 +3%
Lido Advisors
513
Lido Advisors
California
$9.76M +$1.69M +6,710 +21%
EP
514
Edgestream Partners
New Jersey
$9.67M +$9.67M +38,463 New
CWP
515
CFM Wealth Partners
Texas
$9.64M +$534K +2,126 +6%
MIFH
516
Migdal Insurance & Financial Holdings
Israel
$9.63M +$2.29M +9,118 +31%
NCM
517
Nelson Capital Management
California
$9.56M -$320K -1,274 -3%
FSCM
518
First Sabrepoint Capital Management
Texas
$9.55M -$1.76M -7,000 -16%
SWP
519
Stratos Wealth Partners
Ohio
$9.42M +$198K +787 +2%
CG
520
Cutler Group
California
$9.41M +$8.08M +32,162 +609%
WSTAM
521
Wilbanks Smith & Thomas Asset Management
Virginia
$9.38M +$235K +936 +3%
EOJOAM
522
E. Ohman J:or Asset Management
Sweden
$9.29M +$1.36M +5,400 +17%
MLL
523
Moody Lynn & Lieberson
Massachusetts
$9.28M -$5.45M -21,704 -37%
NMIMC
524
Northwestern Mutual Investment Management Company
Wisconsin
$9.27M – – –
GAM
525
Gotham Asset Management
New York
$9.24M +$3.92M +15,600 +74%
19 20
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