CRM icon

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 %
RI
601
Redwood Investments
Massachusetts
$3.69M -$5.89M -36,232 -61%
WTC
602
WhitTier Trust Company
Nevada
$3.66M -$1.14M -7,037 -24%
HCA
603
Harbour Capital Advisors
Virginia
$3.65M +$250K +1,534 +7%
PAG
604
Private Advisor Group
New Jersey
$3.64M +$3.64M +22,356 New
PIM
605
Progressive Investment Management
Oregon
$3.62M +$3.62M +22,279 New
LMIM
606
Lockheed Martin Investment Management
Maryland
$3.61M -$2.89M -17,789 -44%
SPC
607
Sigma Planning Corp
Michigan
$3.59M +$6.51K +40 +0.2%
SIC
608
Salem Investment Counselors
North Carolina
$3.58M -$44.9K -276 -1%
Simplex Trading
609
Simplex Trading
Illinois
$3.55M -$7.63M -46,907 -68%
PG
610
Pendal Group
Australia
$3.55M +$370K +2,275 +12%
RCP
611
Rothschild Capital Partners
New York
$3.48M +$1.77M +10,899 +104%
AP
612
Advisor Partners
California
$3.47M +$264K +1,460 +8%
CB
613
Commerce Bank
Missouri
$3.44M +$421K +2,591 +14%
KRSITF
614
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.42M +$52K +320 +2%
BFS
615
Bradley Foster & Sargent
Connecticut
$3.38M -$1.8M -11,039 -35%
ECM
616
Everence Capital Management
Indiana
$3.32M +$488K +2,999 +17%
RCM
617
RB Capital Management
Nevada
$3.31M +$189K +1,139 +6%
BP
618
Broadleaf Partners
Ohio
$3.29M -$1.02M -6,275 -24%
LBC
619
Lawrence B. Cohen
$3.29M +$74.3K +457 +2%
CIA
620
Capital Impact Advisors
Massachusetts
$3.28M – – –
MCM
621
Mitchell Capital Management
Kansas
$3.26M +$946K +5,814 +41%
NAM
622
Nexpoint Asset Management
Texas
$3.25M +$813K +5,000 +33%
MUAMU
623
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.25M +$488K +3,000 +18%
MYAM
624
Meiji Yasuda Asset Management
Japan
$3.24M -$322K -1,980 -9%
ACM
625
AlphaCrest Capital Management
New York
$3.24M -$244K -1,501 -7%
23 24
25
26 27