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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 %
FHB
526
First Hawaiian Bank
Hawaii
$5.02M +$768K +5,335 +18%
FPCP
527
Fort Point Capital Partners
California
$5.01M -$1.15M -7,978 -19%
SCM
528
Sandler Capital Management
New York
$5M +$5M +34,700 New
CWM
529
Calamos Wealth Management
Illinois
$4.99M +$38.7K +269 +0.8%
EAM
530
Erste Asset Management
Austria
$4.99M +$330K +2,200 +7%
KIA
531
KCM Investment Advisors
California
$4.95M -$354K -2,460 -7%
EWM
532
Evercore Wealth Management
New York
$4.94M -$186K -1,295 -4%
CC
533
Cedar Capital
Illinois
$4.94M +$2.35M +16,309 +91%
PL
534
Perpetual Ltd
Australia
$4.92M +$4.92M +34,192 New
SWP
535
Stratos Wealth Partners
Ohio
$4.92M +$2.21M +15,367 +82%
CCG
536
Cypress Capital Group
Florida
$4.86M -$813K -5,645 -14%
ET
537
Equitable Trust
Tennessee
$4.85M +$2.26M +15,664 +87%
SSA
538
Schonfeld Strategic Advisors
New York
$4.85M -$1.34M -9,305 -22%
MIOT
539
Massachusetts Institute of Technology
Massachusetts
$4.8M +$4.8M +33,300 New
UONDDL
540
University of Notre Dame du Lac
Indiana
$4.73M +$4.73M +32,817 New
AAM
541
Autus Asset Management
Arizona
$4.72M +$591K +4,102 +14%
TEC
542
Tiger Eye Capital
Tennessee
$4.71M +$676K +4,697 +17%
WSTAM
543
Wilbanks Smith & Thomas Asset Management
Virginia
$4.7M +$460K +3,193 +11%
HIA
544
Harbor Investment Advisory
Maryland
$4.69M -$260K -1,808 -5%
P
545
Pitcairn
Pennsylvania
$4.69M -$1.09M -7,550 -19%
CIP
546
Chartwell Investment Partners
Pennsylvania
$4.66M – – –
MIM
547
Marco Investment Management
Georgia
$4.65M +$661K +4,593 +17%
GT
548
Glenmede Trust
Pennsylvania
$4.63M – – –
AF
549
Ally Financial
Michigan
$4.61M – – –
WAM
550
World Asset Management
Michigan
$4.6M -$3.79M -26,310 -45%
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