CRM icon

Salesforce
CRM

Overview Fund Activity

1,574 hedge funds and large institutions have $120B invested in Salesforce in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 629 increasing their positions, 496 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,574
Holders Change
+155
Holders Change %
+10.92%
% of All Funds
31.08%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.76%
New
264
Increased
629
Reduced
496
Closed
89
Calls
$1.88B
Puts
$2.72B
Net Calls
-$841M
Net Calls Change
-$524M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$501M
2
ClearBridge Investments
ClearBridge Investments
New York
+$457M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$283M
4
FCM
Farallon Capital Management
California
+$281M
5
Morgan Stanley
Morgan Stanley
New York
+$228M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$441M
2
Jennison Associates
Jennison Associates
New York
-$277M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$272M
4
Tiger Global Management
Tiger Global Management
New York
-$271M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
551
First National Trust
Pennsylvania
$4.79M +$210K +1,293 +5%
WSTAM
552
Wilbanks Smith & Thomas Asset Management
Virginia
$4.79M +$617K +3,794 +15%
MLL
553
Moody Lynn & Lieberson
Massachusetts
$4.76M -$2.02M -12,404 -30%
UBPAM
554
Union Bancaire Privee Asset Management
New York
$4.76M +$1.08M +6,649 +29%
CRC
555
Curi RMB Capital
Illinois
$4.75M +$463K +2,844 +11%
EDRH
556
Edmond de Rothschild Holding
Switzerland
$4.73M +$212K +1,306 +5%
DY
557
Dowling & Yahnke
California
$4.71M +$46.5K +286 +1%
RCM
558
Riverpark Capital Management
New York
$4.7M -$9.93M -61,084 -68%
TC
559
TownSquare Capital
Utah
$4.7M +$81.3K +500 +2%
AAM
560
Autus Asset Management
Arizona
$4.66M +$279K +1,718 +6%
ECM
561
ETrade Capital Management
Virginia
$4.66M -$65.4K -402 -1%
DT
562
Diversified Trust
Tennessee
$4.64M -$339K -2,087 -7%
GT
563
Glenmede Trust
Pennsylvania
$4.63M +$1.92M +11,827 +71%
TCM
564
Twin Capital Management
Pennsylvania
$4.58M -$2.11M -12,980 -32%
PWS
565
Peloton Wealth Strategists
Indiana
$4.57M -$163K -1,000 -3%
TEC
566
Tiger Eye Capital
Tennessee
$4.55M – – –
CCI
567
Columbus Circle Investors
$4.52M +$4.52M +27,777 New
MIM
568
Marco Investment Management
Georgia
$4.51M -$75.3K -463 -2%
AI
569
Atria Investments
North Carolina
$4.47M +$1.84M +11,286 +70%
WSCM
570
Wellington Shields Capital Management
New York
$4.45M +$545K +3,350 +14%
SC
571
Scholtz & Company
Connecticut
$4.44M +$160K +982 +4%
KCM
572
Kornitzer Capital Management
Kansas
$4.4M -$755K -4,642 -15%
SLI
573
Sumitomo Life Insurance
Japan
$4.38M +$246K +1,514 +6%
RE
574
RBC Europe
United Kingdom
$4.35M – – –
DBT
575
Dubuque Bank & Trust
Iowa
$4.33M -$121K -747 -3%
21 22
23
24 25