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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 %
TW
576
Transform Wealth
Colorado
$3.96M +$3.96M +27,510 New
SLI
577
Sumitomo Life Insurance
Japan
$3.93M +$53.6K +372 +1%
SC
578
Scholtz & Company
Connecticut
$3.93M -$7.92K -55 -0.2%
RE
579
RBC Europe
United Kingdom
$3.89M +$32.4K +225 +0.8%
KRSITF
580
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.87M +$846K +5,878 +28%
MIC
581
Means Investment Company
Maine
$3.84M +$442K +2,866 +13%
AWM
582
AE Wealth Management
Kansas
$3.82M +$1.04M +7,238 +37%
CB
583
Commerce Bank
Missouri
$3.82M +$766K +5,317 +25%
VCM
584
Venator Capital Management
Ontario, Canada
$3.8M -$3.11M -21,600 -45%
PP
585
Paloma Partners
Connecticut
$3.8M +$3.08M +21,381 +428%
PWS
586
Peloton Wealth Strategists
Indiana
$3.77M -$274K -1,900 -7%
Rafferty Asset Management
587
Rafferty Asset Management
New York
$3.77M +$3.51M +24,371 +1,332%
KCM
588
Kornitzer Capital Management
Kansas
$3.74M -$160K -1,112 -4%
Cerity Partners
589
Cerity Partners
New York
$3.74M +$435K +3,022 +13%
CI
590
Cigna Investments
Connecticut
$3.74M +$419K +2,912 +13%
AAF
591
Andra AP-fonden
Sweden
$3.72M +$2.32M +16,100 +166%
TNB
592
TCF National Bank
South Dakota
$3.7M +$3.02K +21 +0.1%
OGC
593
Oak Grove Capital
New Hampshire
$3.7M -$3.21M -22,320 -47%
IECM
594
Intrinsic Edge Capital Management
Illinois
$3.67M +$3.67M +25,500 New
DBT
595
Dubuque Bank & Trust
Iowa
$3.63M -$204K -1,415 -5%
NIA
596
Northstar Investment Advisors
Colorado
$3.62M -$1.15M -7,966 -24%
SAM
597
Shikiar Asset Management
New York
$3.61M -$1.06M -7,338 -23%
NEI
598
Northwest & Ethical Investments
Ontario, Canada
$3.56M -$12.1K -84 -0.3%
MCM
599
Murphy Capital Management
New Jersey
$3.54M -$88.5K -615 -2%
LCH
600
Lee Capital Holdings
New York
$3.53M +$3.53M +24,484 New
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