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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 %
ECM
626
Everence Capital Management
Indiana
$5.74M +$799K +3,590 +16%
Tudor Investment Corp
627
Tudor Investment Corp
Connecticut
$5.74M +$4.67M +21,008 +441%
AWMT
628
AAFMAA Wealth Management & Trust
North Carolina
$5.71M +$5.71M +25,654 New
KRSITF
629
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.71M +$385K +1,730 +7%
NEI
630
Northwest & Ethical Investments
Ontario, Canada
$5.65M – – –
BAM
631
Belpointe Asset Management
Nevada
$5.64M +$424K +1,903 +8%
SSA
632
Schonfeld Strategic Advisors
New York
$5.56M -$20.2M -90,975 -78%
SCM
633
Sitrin Capital Management
California
$5.53M +$59.6K +268 +1%
LFAS
634
Level Four Advisory Services
Texas
$5.5M +$60.3K +271 +1%
KCM
635
Kornitzer Capital Management
Kansas
$5.49M – – –
BP
636
Broadleaf Partners
Ohio
$5.46M +$988K +4,441 +22%
SC
637
SouthState Corp
Florida
$5.39M -$224K -1,008 -4%
DWA
638
Douglass Winthrop Advisors
New York
$5.35M +$828K +3,722 +18%
KPWS
639
Kestra Private Wealth Services
Texas
$5.33M +$911K +4,098 +21%
UBPAM
640
Union Bancaire Privee Asset Management
New York
$5.33M -$1.92M -8,644 -27%
Simplex Trading
641
Simplex Trading
Illinois
$5.32M -$4.73M -21,247 -47%
PTC
642
Philadelphia Trust Company
Pennsylvania
$5.3M +$2.32M +10,431 +78%
RCP
643
Rothschild Capital Partners
New York
$5.29M -$1.22M -5,470 -19%
JCM
644
Jag Capital Management
Missouri
$5.29M +$88.6K +400 +2%
ETC
645
Exchange Traded Concepts
Oklahoma
$5.22M +$4.52M +20,307 +648%
NG
646
NWK Group
California
$5.2M +$123K +552 +2%
NCM
647
Novare Capital Management
North Carolina
$5.17M +$5.17M +23,248 New
WCM
648
Wisconsin Capital Management
Wisconsin
$5.16M +$2.45M +11,025 +91%
KWILP
649
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.14M -$5.59M -25,117 -52%
RIM
650
Redpoint Investment Management
Australia
$5.13M +$275K +1,238 +6%
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