CRM icon

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 %
DY
601
Dowling & Yahnke
California
$6.37M +$43.6K +196 +0.7%
RIA
602
RPG Investment Advisory
California
$6.34M +$6.34M +28,496 New
CIP
603
Chartwell Investment Partners
Pennsylvania
$6.33M -$1.66M -7,439 -21%
PA
604
Parallel Advisors
California
$6.32M -$927K -4,167 -13%
NPT
605
Nixon Peabody Trust
Massachusetts
$6.28M -$843K -3,790 -12%
AW
606
ACG Wealth
Georgia
$6.13M -$16K -72 -0.3%
TCM
607
Twin Capital Management
Pennsylvania
$6.13M -$1.63M -7,318 -21%
AF
608
Arrow Financial
New York
$6.1M -$42.7K -192 -0.7%
Bessemer Group
609
Bessemer Group
New Jersey
$6.09M -$306M -1,373,416 -98%
Mercer Global Advisors
610
Mercer Global Advisors
Colorado
$6.08M +$1.62M +7,259 +36%
GC
611
Garde Capital
Washington
$6.03M +$156K +700 +3%
UC
612
Unio Capital
New Jersey
$5.96M +$5.96M +26,804 New
ZCM
613
Ziegler Capital Management
Illinois
$5.93M -$355K -1,596 -6%
SMH
614
Sanders Morris Harris
Texas
$5.92M +$4.56M +20,600 +335%
PWS
615
Peloton Wealth Strategists
Indiana
$5.92M -$174K -782 -3%
FG
616
Fiduciary Group
Georgia
$5.92M +$1.59M +6,603 +37%
CC
617
Clearline Capital
New York
$5.89M +$5.89M +26,445 New
PFS
618
Prospera Financial Services
Texas
$5.88M +$5.75M +25,855 +4,420%
SS
619
Simplicity Solutions
Minnesota
$5.87M +$587K +2,640 +11%
BWM
620
Bulltick Wealth Management
Florida
$5.85M +$5.85M +26,301 New
CFG
621
Cambridge Financial Group
Ohio
$5.85M -$1.29M -5,780 -18%
NCM
622
Nelson Capital Management
California
$5.84M -$2.62M -11,770 -31%
CG
623
Cutler Group
California
$5.83M -$2.5M -11,249 -30%
AP
624
Advisor Partners
California
$5.82M -$87K -391 -1%
WSCM
625
Wellington Shields Capital Management
New York
$5.81M +$205K +923 +4%
23 24
25
26 27