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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 %
DJSG
576
D.J. St. Germain
Massachusetts
$7.09M +$634K +2,850 +10%
CI
577
Cigna Investments
Connecticut
$7.06M +$622K +2,793 +10%
Wealthfront Advisers
578
Wealthfront Advisers
California
$7.04M +$595K +2,675 +9%
AC
579
Alexandria Capital
Virginia
$7.02M +$2.27M +10,210 +48%
ACM
580
AlphaCrest Capital Management
New York
$6.95M +$5.43M +24,404 +357%
FSCM
581
First Sabrepoint Capital Management
Texas
$6.94M -$1.51M -6,800 -18%
BIA
582
Biondo Investment Advisors
Pennsylvania
$6.9M +$56.7K +255 +0.8%
AAM
583
Advisors Asset Management
Colorado
$6.87M +$105K +473 +2%
RE
584
RBC Europe
United Kingdom
$6.81M +$239K +1,072 +4%
TCOV
585
Trust Company of Vermont
Vermont
$6.79M +$674K +3,027 +11%
Qube Research & Technologies (QRT)
586
Qube Research & Technologies (QRT)
United Kingdom
$6.75M +$6.34M +28,512 +1,573%
ECM
587
Exchange Capital Management
Michigan
$6.74M +$269K +1,207 +4%
ASN
588
Advisory Services Network
Georgia
$6.74M +$2.03M +9,116 +43%
Cetera Investment Advisers
589
Cetera Investment Advisers
Illinois
$6.72M +$6.3M +28,304 +1,487%
SAM
590
SP Asset Management
California
$6.72M +$53.7K +225 +0.8%
BWFA
591
Baltimore-Washington Financial Advisors
Maryland
$6.68M +$870K +3,909 +15%
CAM
592
Cozad Asset Management
Illinois
$6.66M -$1.13M -5,064 -14%
RC
593
RegentAtlantic Capital
New Jersey
$6.64M +$1.28M +5,767 +24%
TFM
594
TPI Fund Managers
United Kingdom
$6.64M +$524K +2,354 +9%
TNB
595
TCF National Bank
South Dakota
$6.54M +$285K +1,281 +5%
WS
596
Wedbush Securities
California
$6.5M +$1.09M +4,890 +20%
FC
597
FORA Capital
Florida
$6.48M +$6.15M +27,654 +1,869%
PSC
598
Prentiss Smith & Co
Vermont
$6.43M +$946K +4,249 +17%
RJT
599
Raymond James Trust
Florida
$6.4M +$116K +520 +2%
AF
600
Alerus Financial
North Dakota
$6.39M +$509K +2,286 +9%
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