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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 %
KCM
626
Karp Capital Management
California
$3.22M +$128K +785 +4%
TA
627
Tiedemann Advisors
New York
$3.22M -$172K -1,056 -5%
GC
628
Garde Capital
Washington
$3.21M -$173K -1,064 -5%
D.E. Shaw & Co
629
D.E. Shaw & Co
New York
$3.2M +$1.44M +8,881 +82%
WS
630
Wedbush Securities
California
$3.2M -$107K -661 -3%
XWM
631
Xcel Wealth Management
Florida
$3.19M +$127K +780 +4%
NFG
632
Next Financial Group
Texas
$3.18M -$456K -2,803 -13%
MAM
633
Mastrapasqua Asset Management
Tennessee
$3.17M -$51.2K -315 -2%
OAM
634
Ostrum Asset Management
France
$3.14M +$187K +1,150 +6%
AWM
635
AE Wealth Management
Kansas
$3.14M +$581K +3,572 +23%
PAM
636
Private Asset Management
California
$3.13M +$74K +455 +2%
Capstone Investment Advisors
637
Capstone Investment Advisors
New York
$3.12M +$313K +1,925 +11%
AC
638
Alexandria Capital
Virginia
$3.09M +$66.8K +411 +2%
BBNA
639
Bremer Bank National Association
Minnesota
$3.09M -$5.37K -33 -0.2%
HI
640
HBK Investments
Texas
$3.09M +$3.09M +18,969 New
MS
641
Mizuho Securities
Japan
$3.06M -$1.85M -11,370 -38%
CCP
642
Corient Capital Partners
California
$3.06M +$91.9K +565 +3%
MIFH
643
Migdal Insurance & Financial Holdings
Israel
$3.06M +$853K +5,248 +39%
SWP
644
Stratos Wealth Partners
Ohio
$3.05M +$89.6K +551 +3%
ACM
645
Aljian Capital Management
Nevada
$3.05M -$28.3K -174 -0.9%
PSUF
646
People's United Financial
Connecticut
$3.03M -$1.99M -12,265 -40%
LNWWM
647
Laird Norton Wetherby Wealth Management
California
$3.02M -$254K -1,564 -8%
SFS
648
Sowell Financial Services
Arkansas
$3.02M +$284K +1,748 +10%
GCA
649
Gideon Capital Advisors
New York
$2.98M +$707K +4,349 +31%
PWP
650
Private Wealth Partners
California
$2.98M -$1.89M -11,599 -39%
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