CRM icon

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 %
TRCT
676
Tower Research Capital (TRC)
New York
$4.7M +$167K +749 +4%
BCAM
677
Boston Common Asset Management
Massachusetts
$4.69M +$2.26M +10,164 +93%
SMFG
678
Sumitomo Mitsui Financial Group
Japan
$4.68M +$4.68M +21,032 New
CF
679
Clarity Financial
Texas
$4.62M +$4.62M +20,768 New
TC
680
Tsai Capital
New York
$4.62M +$4.62M +20,756 New
ACP
681
Aviance Capital Partners
Florida
$4.61M +$24.7K +111 +0.5%
EWM
682
Executive Wealth Management
Michigan
$4.61M +$2.55M +11,437 +123%
CCA
683
Checchi Capital Advisers
California
$4.61M -$296K -1,328 -6%
FHB
684
First Hawaiian Bank
Hawaii
$4.59M +$639K +2,873 +16%
CWM
685
Cordatus Wealth Management
Pennsylvania
$4.59M +$4.59M +20,611 New
LS
686
Livforsakringsbolaget Skandia
Sweden
$4.57M -$667K -3,000 -13%
ADEF
687
Adams Diversified Equity Fund
Maryland
$4.56M -$4.56M -20,500 -50%
MA
688
Montag & Associates
Georgia
$4.53M -$2.8M -12,577 -38%
KC
689
Knuff & Co
California
$4.53M +$1.59M +7,167 +54%
SFI
690
Siemens Fonds Invest
Germany
$4.53M +$4.53M +20,349 New
FIM
691
FWL Investment Management
Texas
$4.53M +$4.53M +20,334 New
BJL
692
Brighton Jones LLC
Washington
$4.52M +$151K +679 +3%
KCM
693
Karp Capital Management
California
$4.52M -$107K -480 -2%
MC
694
Montag & Caldwell
Georgia
$4.49M -$56.4M -235,068 -93%
AAF
695
Andra AP-fonden
Sweden
$4.47M -$2.09M -9,400 -32%
WC
696
Whitney & Co
New York
$4.45M +$4.45M +19,671 New
CIM
697
Chapman Investment Management
California
$4.45M +$147K +659 +3%
TA
698
Tiedemann Advisors
New York
$4.42M +$136K +610 +3%
VFA
699
Valeo Financial Advisors
Indiana
$4.42M +$3.51M +70,026 +384%
BFEC
700
Benjamin F. Edwards & Company
Missouri
$4.42M +$218K +979 +5%
26 27
28
29 30