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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 %
PP
551
Paloma Partners
Connecticut
$7.85M +$6.61M +29,703 +533%
EWM
552
Edge Wealth Management
New York
$7.84M +$205K +924 +3%
GIM
553
Grassi Investment Management
California
$7.83M -$126K -567 -2%
IAA
554
Independent Advisor Alliance
North Carolina
$7.73M +$96.8K +435 +1%
VF
555
Virtu Financial
New York
$7.63M +$7.63M +34,299 New
CAN
556
Cetera Advisor Networks
California
$7.49M +$953K +4,284 +15%
M
557
MOTCO
Texas
$7.49M -$228K -1,025 -3%
CCG
558
Cypress Capital Group
Florida
$7.44M +$181K +814 +2%
Marshall Wace
559
Marshall Wace
United Kingdom
$7.44M -$3.39M -15,233 -31%
HIA
560
Harbor Investment Advisory
Maryland
$7.42M +$520K +2,338 +8%
MC
561
Moors & Cabot
Massachusetts
$7.41M -$93.4K -420 -1%
HVIA
562
Hudson Valley Investment Advisors
New York
$7.38M +$199K +894 +3%
MIM
563
Marco Investment Management
Georgia
$7.37M +$113K +506 +2%
MIC
564
Means Investment Company
Maine
$7.35M +$842K +3,489 +13%
AWS
565
AJ Wealth Strategies
New York
$7.31M +$1.06M +4,779 +17%
AAM
566
Autus Asset Management
Arizona
$7.28M -$518K -2,329 -7%
GAM
567
Gotham Asset Management
New York
$7.26M -$917K -4,122 -11%
IRF
568
IBM Retirement Fund
New York
$7.25M +$672K +3,019 +10%
NIA
569
Northstar Investment Advisors
Colorado
$7.21M +$40.5K +182 +0.6%
DIA
570
Dana Investment Advisors
Wisconsin
$7.21M +$650K +2,923 +10%
WB
571
Webster Bank
Connecticut
$7.21M +$255K +1,144 +4%
SC
572
Scholtz & Company
Connecticut
$7.16M -$185K -833 -3%
CWM
573
Calamos Wealth Management
Illinois
$7.15M +$5.73M +25,729 +401%
APGDR
574
Absoluto Partners Gestao de Recursos
Brazil
$7.14M +$7.14M +32,095 New
CCT
575
Chemung Canal Trust
New York
$7.11M +$815K +3,663 +13%
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