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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 %
WAM
676
World Asset Management
Michigan
$5.01M +$66.1K +263 +1%
KPWS
677
Kestra Private Wealth Services
Texas
$4.99M +$4.99M +19,862 New
MFAM
678
Motley Fool Asset Management
Virginia
$4.99M +$663K +2,616 +15%
BJL
679
Brighton Jones LLC
Washington
$4.94M +$47.2K +188 +1%
MCM
680
Mitchell Capital Management
Kansas
$4.9M -$46.2K -184 -0.9%
CIM
681
Chapman Investment Management
California
$4.86M +$15.8K +63 +0.3%
JSC
682
Jackson Square Capital
California
$4.86M +$125K +499 +3%
TA
683
Tiedemann Advisors
New York
$4.84M -$213K -849 -4%
XWM
684
Xcel Wealth Management
Florida
$4.82M -$383K -1,524 -7%
ACM
685
Alight Capital Management
New York
$4.78M -$2.76M -11,000 -37%
BFEC
686
Benjamin F. Edwards & Company
Missouri
$4.74M +$113K +450 +2%
VI
687
Vestcor Inc
New Brunswick, Canada
$4.74M -$105K -417 -2%
PFP
688
Pinnacle Financial Partners
Tennessee
$4.73M +$196K +781 +4%
OAM
689
Ostrum Asset Management
France
$4.69M -$1.6M -6,350 -25%
PWP
690
Private Wealth Partners
California
$4.62M +$113K +450 +3%
VFA
691
Valeo Financial Advisors
Indiana
$4.58M -$727K -2,894 -14%
MGWM
692
Marks Group Wealth Management
Minnesota
$4.54M +$171K +679 +4%
MC
693
Mathes Company
New York
$4.53M -$887K -3,530 -16%
FG
694
Fiduciary Group
Georgia
$4.5M +$290K +1,152 +7%
FFWA
695
FRG Family Wealth Advisors
Washington
$4.49M -$101K -400 -2%
PGFC
696
Peapack-Gladstone Financial Corp
New Jersey
$4.49M +$1.01M +4,037 +29%
FHB
697
First Hawaiian Bank
Hawaii
$4.47M -$1.38M -5,498 -24%
EGM
698
Engineers Gate Manager
New York
$4.46M +$4.46M +17,753 New
MYLI
699
Meiji Yasuda Life Insurance
Japan
$4.46M +$463K +1,841 +12%
CRC
700
Curi RMB Capital
Illinois
$4.43M -$213K -847 -5%
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