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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 %
CI
576
Cigna Investments
Connecticut
$4.2M -$1.15M -6,289 -21%
BFM
577
Boothbay Fund Management
New York
$4.19M +$2.52M +15,473 +151%
TNB
578
TCF National Bank
South Dakota
$4.18M +$334K +2,054 +9%
CCP
579
Cyrus Capital Partners
New York
$4.15M +$4.15M +25,525 New
AAM
580
Advisors Asset Management
Colorado
$4.1M -$476K -2,924 -10%
MCM
581
Murphy Capital Management
New Jersey
$4.1M -$118K -725 -3%
AF
582
Alerus Financial
North Dakota
$4.06M +$952K +5,854 +31%
PL
583
Parkwood LLC
Ohio
$4.05M +$4.05M +24,924 New
NEI
584
Northwest & Ethical Investments
Ontario, Canada
$4.03M -$1.65M -10,130 -29%
MIC
585
Means Investment Company
Maine
$4.02M +$253K +1,387 +7%
CAM
586
Centre Asset Management
New York
$4M +$4M +24,590 New
AAM
587
Azzad Asset Management
Virginia
$3.96M +$8.94K +51 +0.2%
BJL
588
Brighton Jones LLC
Washington
$3.93M +$2.28M +14,023 +139%
PA
589
Parallel Advisors
California
$3.93M -$81.7K -502 -2%
SPPAM
590
Summit Partners Public Asset Management
Massachusetts
$3.92M -$148K -911 -4%
FAAS
591
First Allied Advisory Services
California
$3.84M +$1.16M +7,147 +43%
BCA
592
Bray Capital Advisors
Florida
$3.82M +$9.11K +56 +0.2%
MC
593
Moors & Cabot
Massachusetts
$3.81M -$58.8K -362 -2%
WAS
594
Winch Advisory Services
Wisconsin
$3.8M -$95.5K -587 -2%
V
595
Veritable
Delaware
$3.79M +$355K +2,184 +10%
RIM
596
Rampart Investment Management
Connecticut
$3.77M -$307K -1,885 -8%
MC
597
Mathes Company
New York
$3.75M +$36.6K +225 +1%
Cerity Partners
598
Cerity Partners
New York
$3.73M -$2.65M -16,312 -42%
OCM
599
Oakwood Capital Management
California
$3.73M -$56.9K -350 -2%
CAN
600
Cetera Advisor Networks
California
$3.72M +$861K +5,276 +30%
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