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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 %
HCMT
651
Highland Capital Management (Tennessee)
Tennessee
$2.96M +$119K +729 +4%
CAG
652
Crestwood Advisors Group
Massachusetts
$2.94M -$50.7K -312 -2%
ET
653
Equitable Trust
Tennessee
$2.94M +$2.6M +15,999 +783%
CIM
654
Chapman Investment Management
California
$2.93M +$2.93M +18,040 New
ARTA
655
A.R.T. Advisors
New York
$2.93M +$2.93M +17,988 New
CC
656
Cedar Capital
Illinois
$2.92M -$274K -1,685 -9%
LCAM
657
Lee Capital Asset Management
New York
$2.9M -$167K -1,025 -5%
SS
658
Sunbelt Securities
Texas
$2.87M -$21.1K -130 -0.7%
CC
659
Courier Capital
New York
$2.87M -$76.1K -424 -3%
VFA
660
Voya Financial Advisors
Connecticut
$2.86M +$103K +634 +4%
JM
661
Jeneq Management
New York
$2.85M +$2.85M +17,500 New
SIP
662
Stoneridge Investment Partners
Pennsylvania
$2.82M -$600K -3,690 -18%
Nomura Holdings
663
Nomura Holdings
Japan
$2.81M -$14.3M -87,742 -84%
CWM
664
Cabot Wealth Management
Massachusetts
$2.81M -$952K -5,852 -25%
GI
665
Gradient Investments
Minnesota
$2.8M +$50.1K +308 +2%
TPCW
666
TD Private Client Wealth
New York
$2.79M +$2.79M +17,160 New
FFWA
667
FRG Family Wealth Advisors
Washington
$2.76M -$118K -725 -4%
FB
668
Fulton Bank
Pennsylvania
$2.76M +$149K +918 +6%
CC
669
Centiva Capital
New York
$2.76M -$1.9M -11,714 -41%
FLPIM
670
F.L. Putnam Investment Management
Massachusetts
$2.76M +$172K +1,059 +7%
RJT
671
Raymond James Trust
Florida
$2.75M +$437K +2,689 +19%
BBCM
672
Boardman Bay Capital Management
New York
$2.74M +$2.74M +16,869 New
RC
673
Roundview Capital
New Jersey
$2.73M +$4.07K +25 +0.1%
LIA
674
LS Investment Advisors
Michigan
$2.73M -$9.11K -56 -0.3%
JG
675
Jefferies Group
New York
$2.72M -$9.41M -57,845 -78%
25 26
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