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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 %
BJL
626
Brighton Jones LLC
Washington
$3.15M -$325K -2,254 -9%
KCM
627
Karp Capital Management
California
$3.12M +$272K +1,890 +10%
CC
628
Cipher Capital
New York
$3.12M +$1.38M +9,576 +79%
NG
629
NWK Group
California
$3.12M +$3.1M +21,496 +12,571%
MC
630
Mathes Company
New York
$3.09M -$229K -1,590 -7%
GI
631
Gradient Investments
Minnesota
$3.09M +$609K +4,233 +25%
RCP
632
Rothschild Capital Partners
New York
$3.08M – – –
SPC
633
Sigma Planning Corp
Michigan
$3.07M -$104K -725 -3%
IRF
634
IBM Retirement Fund
New York
$3.06M +$1.1M +7,632 +56%
VFA
635
Voya Financial Advisors
Connecticut
$3.06M +$421K +2,807 +16%
SPPAM
636
Summit Partners Public Asset Management
Massachusetts
$3.03M -$436K -3,025 -13%
Lord, Abbett & Co
637
Lord, Abbett & Co
New Jersey
$2.98M -$32.3M -224,363 -92%
SFS
638
Sowell Financial Services
Arkansas
$2.98M +$310K +2,155 +12%
SIC
639
Salem Investment Counselors
North Carolina
$2.98M -$196K -1,360 -6%
TA
640
Tiedemann Advisors
New York
$2.97M +$127K +884 +4%
SIP
641
Stoneridge Investment Partners
Pennsylvania
$2.95M +$457K +3,175 +18%
SC
642
Sepio Capital
Utah
$2.95M +$2.95M +20,456 New
ECM
643
Everence Capital Management
Indiana
$2.94M – – –
FAAS
644
First Allied Advisory Services
California
$2.93M -$481K -3,344 -14%
GAM
645
Gotham Asset Management
New York
$2.92M +$2.92M +20,243 New
CIA
646
Capital Impact Advisors
Massachusetts
$2.9M – – –
BP
647
Broadleaf Partners
Ohio
$2.89M -$24.9K -173 -0.9%
MUAMU
648
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.88M – – –
BBNA
649
Bremer Bank National Association
Minnesota
$2.86M +$127K +879 +5%
WS
650
Wedbush Securities
California
$2.86M +$29.2K +203 +1%
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