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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 %
HVIA
551
Hudson Valley Investment Advisors
New York
$4.59M +$213K +1,481 +5%
CCM
552
Crossvault Capital Management
Texas
$4.59M -$279K -1,935 -6%
UBPAM
553
Union Bancaire Privee Asset Management
New York
$4.56M +$346K +2,400 +8%
AF
554
Alerus Financial
North Dakota
$4.55M +$961K +6,675 +27%
BPM
555
Blue Pool Management
Hong Kong
$4.55M -$389K -2,700 -8%
NPT
556
Nixon Peabody Trust
Massachusetts
$4.54M -$124K -863 -3%
WB
557
Webster Bank
Connecticut
$4.53M -$47.5K -330 -1%
BIA
558
Biondo Investment Advisors
Pennsylvania
$4.49M -$142K -985 -3%
FNT
559
First National Trust
Pennsylvania
$4.47M +$234K +1,626 +6%
NRC
560
North Run Capital
Massachusetts
$4.46M +$4.46M +31,000 New
WSCM
561
Wellington Shields Capital Management
New York
$4.4M +$467K +3,246 +12%
BFO
562
Boston Family Office
Massachusetts
$4.39M +$137K +953 +3%
DT
563
Diversified Trust
Tennessee
$4.36M +$253K +1,754 +6%
SC
564
SouthState Corp
Florida
$4.36M -$852K -5,919 -16%
SCM
565
Silvant Capital Management
Georgia
$4.34M -$89.4K -621 -2%
GCM
566
Graham Capital Management
Connecticut
$4.32M -$21.6M -150,000 -83%
GFA
567
Gifford Fong Associates
California
$4.32M +$2.88M +20,000 +200%
EOJOAM
568
E. Ohman J:or Asset Management
Sweden
$4.28M -$1.73M -12,000 -29%
ECM
569
Exchange Capital Management
Michigan
$4.27M -$7.92K -55 -0.2%
AC
570
Allstate Corporation
Illinois
$4.26M -$1.6M -11,081 -27%
PA
571
Parallel Advisors
California
$4.25M +$777K +5,396 +22%
ISB
572
Iowa State Bank
Iowa
$4.24M -$564K -3,919 -12%
DJSG
573
D.J. St. Germain
Massachusetts
$4.22M -$71.7K -498 -2%
AF
574
Arrow Financial
New York
$4.13M -$121K -841 -3%
DY
575
Dowling & Yahnke
California
$4.12M -$52.6K -365 -1%
21 22
23
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