CRM icon

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 %
CCM
526
Covington Capital Management
California
$8.84M +$2.83M +12,720 +47%
CK
527
Cohen Klingenstein
New York
$8.84M – – –
SWP
528
Stratos Wealth Partners
Ohio
$8.81M +$469K +2,109 +6%
KIA
529
KCM Investment Advisors
California
$8.74M +$721K +3,241 +9%
PCM
530
Parsons Capital Management
Rhode Island
$8.69M -$51K -229 -0.6%
AIM
531
Allen Investment Management
New York
$8.69M +$7.57K +34 +0.1%
NLGIA
532
Nippon Life Global Investors Americas
New York
$8.57M -$358K -1,610 -4%
CCM
533
Crossvault Capital Management
Texas
$8.54M +$1.42M +6,385 +20%
RMA
534
Roffman Miller Associates
Pennsylvania
$8.54M +$1.68M +7,531 +24%
ACM
535
Azimuth Capital Management
Michigan
$8.51M -$3.86M -17,353 -31%
FNT
536
First National Trust
Pennsylvania
$8.5M +$520K +2,337 +7%
DAM
537
Deltec Asset Management
New York
$8.5M +$630K +2,830 +8%
VIM
538
Vancity Investment Management
British Columbia, Canada
$8.42M +$8.42M +37,829 New
LNWWM
539
Laird Norton Wetherby Wealth Management
California
$8.23M +$3.53M +15,878 +75%
PWM
540
Perigon Wealth Management
California
$8.18M +$679K +3,053 +9%
MLL
541
Moody Lynn & Lieberson
Massachusetts
$8.12M -$90.6K -407 -1%
CC
542
Codex Capital
New York
$8.11M +$122K +550 +2%
CB
543
Commerce Bank
Missouri
$8.09M -$4.84M -21,737 -37%
EWM
544
Evercore Wealth Management
New York
$8.05M +$83.4K +375 +1%
OSIA
545
O'Shares Investment Advisers
Massachusetts
$8.03M +$3.38M +15,207 +73%
Capstone Investment Advisors
546
Capstone Investment Advisors
New York
$7.95M +$2.58M +11,590 +48%
SFA
547
Sequoia Financial Advisors
Ohio
$7.94M +$569K +2,558 +8%
FLPIM
548
F.L. Putnam Investment Management
Massachusetts
$7.93M +$131K +590 +2%
SC
549
Sepio Capital
Utah
$7.93M +$1.17M +5,263 +17%
CTA
550
Carillon Tower Advisers
Florida
$7.88M -$267K -1,200 -3%
20 21
22
23 24