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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 %
AIM
651
Aigen Investment Management
New York
$5.13M +$4.36M +19,612 +571%
MCM
652
Murphy Capital Management
New Jersey
$5.12M -$46.7K -210 -0.9%
XWM
653
Xcel Wealth Management
Florida
$5.12M +$852K +3,828 +20%
ISB
654
Iowa State Bank
Iowa
$5.07M -$371K -1,667 -7%
S
655
Surevest
California
$5.06M +$294K +1,323 +6%
AC
656
Allstate Corporation
Illinois
$5M -$264K -1,187 -5%
CAPTRUST Financial Advisors
657
CAPTRUST Financial Advisors
North Carolina
$5M +$126K +567 +3%
WTC
658
WhitTier Trust Company
Nevada
$4.99M +$130K +584 +3%
MAM
659
Martingale Asset Management
Massachusetts
$4.94M -$15.1M -67,685 -75%
TEC
660
Tiger Eye Capital
Tennessee
$4.92M -$13.6M -61,264 -73%
PAM
661
Private Asset Management
California
$4.9M +$144K +645 +3%
AAS
662
Avantax Advisory Services
Texas
$4.89M -$1.61M -7,253 -25%
VFA
663
Voya Financial Advisors
Connecticut
$4.87M -$580K -2,607 -11%
SW
664
SteelPeak Wealth
California
$4.86M -$2.75M -12,373 -36%
KOCAA
665
Knights of Columbus Asset Advisors
Connecticut
$4.83M +$1.37M +6,155 +40%
DBT
666
Dubuque Bank & Trust
Iowa
$4.82M -$62.1K -279 -1%
MFAM
667
Motley Fool Asset Management
Virginia
$4.81M +$435K +1,953 +10%
ACI
668
Alpha Cubed Investments
California
$4.81M +$2.32M +10,436 +94%
WF
669
WoodTrust Financial
Wisconsin
$4.79M -$478K -2,147 -9%
HAG
670
HighPoint Advisor Group
Illinois
$4.77M +$1.93M +8,135 +68%
SLI
671
Sumitomo Life Insurance
Japan
$4.76M -$407K -1,827 -8%
JSC
672
Jackson Square Capital
California
$4.74M +$438K +1,970 +10%
VVP
673
Venture Visionary Partners
Ohio
$4.73M +$1.15M +5,173 +32%
MMG
674
Monetary Management Group
Missouri
$4.72M +$2M +8,977 +73%
RCM
675
RB Capital Management
Nevada
$4.7M +$28.5K +128 +0.6%
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