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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 %
AI
601
Atria Investments
North Carolina
$3.51M -$451K -3,131 -11%
CAN
602
Cetera Advisor Networks
California
$3.5M +$216K +1,500 +7%
RMA
603
Roffman Miller Associates
Pennsylvania
$3.49M +$1.27M +8,846 +57%
ECM
604
ETrade Capital Management
Virginia
$3.48M -$637K -4,425 -15%
CCP
605
Corient Capital Partners
California
$3.48M +$775K +5,383 +29%
MA
606
Montag & Associates
Georgia
$3.46M +$1.92M +13,334 +124%
PAG
607
Private Advisor Group
New Jersey
$3.45M +$234K +1,626 +7%
AP
608
Advisor Partners
California
$3.43M +$675K +4,690 +25%
RJT
609
Raymond James Trust
Florida
$3.4M +$963K +6,688 +40%
OCM
610
Oakwood Capital Management
California
$3.36M +$56.4K +392 +2%
BFS
611
Bradley Foster & Sargent
Connecticut
$3.35M +$353K +2,455 +12%
V
612
Veritable
Delaware
$3.34M -$7.49K -52 -0.2%
WTC
613
WhitTier Trust Company
Nevada
$3.32M +$81.2K +564 +3%
PIM
614
Progressive Investment Management
Oregon
$3.31M +$99.9K +694 +3%
BFM
615
Boothbay Fund Management
New York
$3.31M -$399K -2,770 -11%
HCA
616
Harbour Capital Advisors
Virginia
$3.3M +$65.4K +454 +2%
AAM
617
Advisors Asset Management
Colorado
$3.29M -$333K -2,310 -9%
MC
618
Moors & Cabot
Massachusetts
$3.28M -$94.5K -656 -3%
MPA
619
Marvin & Palmer Associates
Delaware
$3.28M +$3.28M +22,766 New
CRC
620
Curi RMB Capital
Illinois
$3.26M -$951K -6,605 -23%
Marshall Wace
621
Marshall Wace
United Kingdom
$3.2M -$5.87M -40,740 -65%
BCA
622
Bray Capital Advisors
Florida
$3.2M -$184K -1,276 -5%
CAM
623
Centre Asset Management
New York
$3.18M -$361K -2,510 -10%
KCM
624
Kingdon Capital Management
New York
$3.17M -$5.14M -35,671 -62%
RCM
625
Ratan Capital Management
Florida
$3.17M +$3.17M +22,000 New
23 24
25
26 27