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Salesforce
CRM

Overview Fund Activity

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B

Top Buyers

1
State Street
State Street
Massachusetts
+$1.32B
2
Citadel Advisors
Citadel Advisors
Florida
+$356M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$327M
4
GQG Partners
GQG Partners
Florida
+$298M
5
Morgan Stanley
Morgan Stanley
New York
+$281M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1B
2
LPC
Lone Pine Capital
Connecticut
-$570M
3
Jennison Associates
Jennison Associates
New York
-$523M
4
MCM
Melvin Capital Management
New York
-$420M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
651
Veritable
Delaware
$5.44M -$34.9K -139 -0.6%
S
652
Surevest
California
$5.38M -$97.5K -388 -2%
PAM
653
Private Asset Management
California
$5.38M +$96.8K +385 +2%
AC
654
Alexandria Capital
Virginia
$5.37M -$15.1K -60 -0.3%
ASN
655
Advisory Services Network
Georgia
$5.32M -$301K -1,198 -5%
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$5.31M +$181K +721 +4%
RCM
657
RB Capital Management
Nevada
$5.28M +$6.04K +24 +0.1%
SFS
658
Sowell Financial Services
Arkansas
$5.27M +$1.57M +6,261 +43%
BCA
659
Bray Capital Advisors
Florida
$5.27M -$189K -753 -3%
EDRH
660
Edmond de Rothschild Holding
Switzerland
$5.26M -$1.41M -5,612 -21%
OSIA
661
O'Shares Investment Advisers
Massachusetts
$5.25M -$857K -3,410 -14%
KCM
662
Karp Capital Management
California
$5.23M -$423K -1,683 -7%
PG
663
Pendal Group
Australia
$5.21M +$1.67M +6,650 +47%
SAM
664
Shikiar Asset Management
New York
$5.2M -$794K -3,160 -13%
ACP
665
Aviance Capital Partners
Florida
$5.18M +$754K +3,000 +17%
LBC
666
Lawrence B. Cohen
$5.14M -$31.7K -126 -0.6%
TRCT
667
Tower Research Capital (TRC)
New York
$5.12M +$2.68M +10,677 +110%
SIC
668
Salem Investment Counselors
North Carolina
$5.11M – – –
DWA
669
Douglass Winthrop Advisors
New York
$5.11M +$937K +3,728 +22%
FAAS
670
First Allied Advisory Services
California
$5.07M +$17.6K +70 +0.3%
VHAM
671
Van Hulzen Asset Management
California
$5.06M +$5.06M +20,139 New
BP
672
Broadleaf Partners
Ohio
$5.05M -$30.7K -122 -0.6%
Mercer Global Advisors
673
Mercer Global Advisors
Colorado
$5.05M +$301K +1,198 +6%
BPM
674
Blue Pool Management
Hong Kong
$5.03M – – –
AC
675
AMS Capital
Brazil
$5.03M +$5.03M +20,000 New
25 26
27
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