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Salesforce
CRM

Overview Fund Activity

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B

Top Buyers

1
State Street
State Street
Massachusetts
+$1.32B
2
Citadel Advisors
Citadel Advisors
Florida
+$356M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$327M
4
GQG Partners
GQG Partners
Florida
+$298M
5
Morgan Stanley
Morgan Stanley
New York
+$281M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1B
2
LPC
Lone Pine Capital
Connecticut
-$570M
3
Jennison Associates
Jennison Associates
New York
-$523M
4
MCM
Melvin Capital Management
New York
-$420M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMF
551
BI Asset Management Fondsmaeglerselskab
Denmark
$8.28M +$2.96M +11,781 +56%
CCG
552
Cypress Capital Group
Florida
$8.2M +$179K +711 +2%
MIM
553
Marco Investment Management
Georgia
$8.2M +$135K +539 +2%
PA
554
Parallel Advisors
California
$8.19M -$708K -2,816 -8%
UBPAM
555
Union Bancaire Privee Asset Management
New York
$8.19M -$1.02M -4,042 -11%
HVIA
556
Hudson Valley Investment Advisors
New York
$8.1M +$105K +419 +1%
NIA
557
Northstar Investment Advisors
Colorado
$8.1M +$1.86M +7,416 +30%
Jones Financial Companies
558
Jones Financial Companies
Missouri
$8.06M +$8.06M +32,050 New
CFG
559
Cambridge Financial Group
Ohio
$8.05M -$720K -2,865 -8%
NPT
560
Nixon Peabody Trust
Massachusetts
$8.05M -$48.3K -192 -0.6%
CCM
561
Crossvault Capital Management
Texas
$8.04M -$236K -940 -3%
WB
562
Webster Bank
Connecticut
$7.85M -$179K -712 -2%
HIA
563
Harbor Investment Advisory
Maryland
$7.79M -$642K -2,555 -8%
RMA
564
Roffman Miller Associates
Pennsylvania
$7.75M +$645K +2,566 +9%
BIA
565
Biondo Investment Advisors
Pennsylvania
$7.72M +$18.8K +75 +0.2%
AAM
566
Advisors Asset Management
Colorado
$7.64M +$1.84M +7,328 +32%
SC
567
Sepio Capital
Utah
$7.63M -$1.47M -5,853 -16%
AGAM
568
Avalon Global Asset Management
California
$7.54M +$7.54M +30,000 New
MAM
569
Meeder Asset Management
Ohio
$7.54M -$768K -3,057 -9%
BFS
570
Bradley Foster & Sargent
Connecticut
$7.49M +$7.49M +29,783 New
IRF
571
IBM Retirement Fund
New York
$7.43M +$1.99M +7,917 +37%
RE
572
RBC Europe
United Kingdom
$7.42M +$538K +2,139 +8%
AAF
573
Andra AP-fonden
Sweden
$7.41M +$3.62M +14,400 +95%
DIA
574
Dana Investment Advisors
Wisconsin
$7.41M -$2.6M -10,361 -26%
CAN
575
Cetera Advisor Networks
California
$7.39M -$48.3K -192 -0.6%
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