CRM icon

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 %
Mercer Global Advisors
676
Mercer Global Advisors
Colorado
$2.6M +$539K +3,741 +26%
PWP
677
Private Wealth Partners
California
$2.58M -$50.4K -350 -2%
HF
678
HRT Financial
New York
$2.58M +$2.58M +17,929 New
BFEC
679
Benjamin F. Edwards & Company
Missouri
$2.58M +$487K +3,383 +23%
NIT
680
NumerixS Investment Technologies
British Columbia, Canada
$2.57M +$2.17M +15,085 +547%
CIM
681
Chapman Investment Management
California
$2.56M -$35.9K -249 -1%
MAM
682
Mastrapasqua Asset Management
Tennessee
$2.53M -$276K -1,917 -10%
LCG
683
Luxor Capital Group
New York
$2.52M +$2.52M +17,500 New
BAM
684
Belpointe Asset Management
Nevada
$2.51M +$492K +3,419 +24%
MIFH
685
Migdal Insurance & Financial Holdings
Israel
$2.5M -$208K -1,444 -8%
VLC
686
Van Leeuwen & Company
New Jersey
$2.46M +$140K +973 +6%
FLPIM
687
F.L. Putnam Investment Management
Massachusetts
$2.46M +$16.7K +116 +0.7%
RC
688
Roundview Capital
New Jersey
$2.45M +$37.6K +261 +2%
JSMC
689
Jess S. Morgan & Co
California
$2.45M +$409K +2,843 +20%
FB
690
Fulton Bank
Pennsylvania
$2.43M -$16.4K -114 -0.7%
SB
691
Simmons Bank
Arkansas
$2.42M +$353K +2,453 +17%
BCCM
692
Bridge Creek Capital Management
Massachusetts
$2.42M +$28.1K +195 +1%
CWM
693
Cabot Wealth Management
Massachusetts
$2.41M -$73.1K -508 -3%
CWM
694
CMH Wealth Management
New Hampshire
$2.41M +$110K +764 +5%
JSC
695
Jackson Square Capital
California
$2.38M +$30.8K +214 +1%
HAG
696
HighPoint Advisor Group
Illinois
$2.38M +$1.36M +8,867 +135%
CNBT
697
Canandaigua National Bank & Trust
New York
$2.37M +$933K +6,479 +65%
Group One Trading
698
Group One Trading
Illinois
$2.36M -$16.5M -114,808 -87%
LSPW
699
Lake Street Private Wealth
Illinois
$2.36M +$138K +959 +6%
OWD
700
Osborn Williams & Donohoe
Ohio
$2.35M +$16.6K +115 +0.7%
26 27
28
29 30