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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 %
B
676
Bellecapital
Switzerland
$2.7M +$110K +674 +4%
BCCM
677
Bridge Creek Capital Management
Massachusetts
$2.7M +$447K +2,747 +20%
ASN
678
Advisory Services Network
Georgia
$2.69M -$1.78M -10,975 -40%
LS
679
Livforsakringsbolaget Skandia
Sweden
$2.69M -$602K -3,700 -18%
JSC
680
Jackson Square Capital
California
$2.66M +$2.66M +16,338 New
OWD
681
Osborn Williams & Donohoe
Ohio
$2.63M +$316K +1,945 +14%
VLC
682
Van Leeuwen & Company
New Jersey
$2.62M -$40.7K -250 -2%
MYLI
683
Meiji Yasuda Life Insurance
Japan
$2.61M -$140K -861 -5%
CWM
684
CMH Wealth Management
New Hampshire
$2.6M -$16.3K -100 -0.6%
DWA
685
Douglass Winthrop Advisors
New York
$2.58M +$190K +1,170 +8%
BOS
686
Bingham Osborn & Scarborough
California
$2.57M -$197K -1,210 -7%
GAM
687
Gemmer Asset Management
California
$2.54M -$1.42M -8,709 -36%
Wealthfront Advisers
688
Wealthfront Advisers
California
$2.51M -$813 -5 -0%
RMA
689
Roffman Miller Associates
Pennsylvania
$2.51M +$968K +5,952 +63%
LSPW
690
Lake Street Private Wealth
Illinois
$2.51M +$49.9K +307 +2%
IWS
691
Insight Wealth Strategies
California
$2.5M -$81K -498 -3%
VI
692
Vestcor Inc
New Brunswick, Canada
$2.5M +$2.5M +15,381 New
VFA
693
Valeo Financial Advisors
Indiana
$2.5M +$450K +2,767 +22%
MFAM
694
Motley Fool Asset Management
Virginia
$2.49M +$268K +1,645 +12%
PAM
695
Pegasus Asset Management
New York
$2.48M -$10.2K -63 -0.4%
EW
696
Evoke Wealth
California
$2.46M +$1.63K +10 +0.1%
EBT
697
Enterprise Bank & Trust
Massachusetts
$2.45M +$59.5K +366 +2%
AIP
698
Ameritas Investment Partners
Nebraska
$2.42M – – –
DADC
699
D.A. Davidson & Co
Montana
$2.4M +$242K +1,488 +11%
IA
700
IFP Advisors
Florida
$2.38M +$1.24M +7,555 +109%
26 27
28
29 30