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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 %
LBC
651
Lawrence B. Cohen
$2.85M -$64.6K -449 -2%
VFA
652
Valeo Financial Advisors
Indiana
$2.84M +$467K +3,025 +20%
MCM
653
Mitchell Capital Management
Kansas
$2.83M -$54.7K -380 -2%
XWM
654
Xcel Wealth Management
Florida
$2.83M +$1.15K +8 +0%
PF
655
Phoenix Financial
Israel
$2.82M +$2.82M +20,174 New
ASN
656
Advisory Services Network
Georgia
$2.82M +$435K +3,020 +18%
PAM
657
Private Asset Management
California
$2.82M +$47.5K +330 +2%
PG
658
Pendal Group
Australia
$2.8M -$341K -2,365 -11%
S
659
Surevest
California
$2.79M +$1.02M +7,101 +58%
AC
660
Alexandria Capital
Virginia
$2.79M +$49.4K +343 +2%
QIM
661
Quantitative Investment Management
Virginia
$2.79M -$46.3M -321,631 -94%
OAM
662
Ostrum Asset Management
France
$2.78M – – –
LNWWM
663
Laird Norton Wetherby Wealth Management
California
$2.77M +$95.6K +664 +4%
RCM
664
RB Capital Management
Nevada
$2.77M +$91.3K +680 +3%
CG
665
Cutler Group
California
$2.76M +$2.03M +14,132 +282%
B
666
Bellecapital
Switzerland
$2.76M +$361K +2,508 +15%
LS
667
Livforsakringsbolaget Skandia
Sweden
$2.75M +$374K +2,600 +16%
VI
668
Vestcor Inc
New Brunswick, Canada
$2.73M +$520K +3,610 +23%
QC
669
Quadrature Capital
United Kingdom
$2.71M -$7.48M -52,015 -73%
IG
670
ING Group
Netherlands
$2.7M -$6.81M -47,274 -72%
Tudor Investment Corp
671
Tudor Investment Corp
Connecticut
$2.7M +$2.7M +18,733 New
MCM
672
Maytus Capital Management
New York
$2.66M -$3.1M -21,500 -54%
AIM
673
Aigen Investment Management
New York
$2.63M +$2.63M +18,263 New
ACM
674
Aljian Capital Management
Nevada
$2.61M -$85.4K -593 -3%
FFWA
675
FRG Family Wealth Advisors
Washington
$2.61M +$162K +1,128 +7%
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