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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 %
AC
501
AMS Capital
Brazil
$9.79M +$5.34M +24,000 +120%
AWM
502
AE Wealth Management
Kansas
$9.77M +$907K +4,078 +10%
IMC Chicago
503
IMC Chicago
Illinois
$9.74M +$4.56M +20,504 +88%
MMC
504
Mizuho Markets Cayman
Cayman Islands
$9.69M +$9.69M +43,561 New
EVM
505
Evelyn V. Moreno
$9.69M -$486K -2,183 -5%
GH
506
GAM Holding
Switzerland
$9.67M -$488K -2,193 -5%
Jones Financial Companies
507
Jones Financial Companies
Missouri
$9.62M +$2.48M +11,158 +35%
JIC
508
Johnson Investment Counsel
Ohio
$9.44M -$142K -637 -1%
1832 Asset Management
509
1832 Asset Management
Ontario, Canada
$9.43M -$19.3M -86,721 -67%
JCM
510
Janney Capital Management
Pennsylvania
$9.42M -$205K -921 -2%
AIMCA
511
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.39M -$6.56M -29,500 -41%
HNB
512
Huntington National Bank
Ohio
$9.35M +$319K +1,435 +4%
ORI
513
Oak Ridge Investments
Illinois
$9.26M -$3.68M -16,531 -28%
BUB
514
BBVA USA Bancshares
Texas
$9.2M -$924K -4,154 -9%
ECM
515
ExodusPoint Capital Management
New York
$9.14M +$9.14M +41,071 New
KA
516
Kintegral Advisory
New York
$9.1M – – –
KeyBank National Association
517
KeyBank National Association
Ohio
$9.1M +$209K +939 +2%
ET
518
Equitable Trust
Tennessee
$9.09M +$1.76M +7,892 +24%
CWP
519
CFM Wealth Partners
Texas
$9.07M +$535K +2,403 +6%
WSTAM
520
Wilbanks Smith & Thomas Asset Management
Virginia
$9.02M +$711K +3,196 +9%
ACM
521
Alight Capital Management
New York
$8.9M +$4.67M +21,000 +111%
CSS
522
Cubist Systematic Strategies
Connecticut
$8.88M -$12.7M -57,018 -59%
SHGA
523
Sand Hill Global Advisors
California
$8.88M -$170K -766 -2%
EOJOAM
524
E. Ohman J:or Asset Management
Sweden
$8.87M +$645K +2,900 +8%
HCMT
525
Highland Capital Management (Tennessee)
Tennessee
$8.87M +$903K +4,057 +11%
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