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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 %
FDS
701
Freedom Day Solutions
Texas
$2.38M -$42.3K -260 -2%
AF
702
Aldebaran Financial
$2.38M -$82K -504 -3%
BFEC
703
Benjamin F. Edwards & Company
Missouri
$2.36M +$344K +2,115 +17%
CCM
704
Covington Capital Management
California
$2.36M +$100K +615 +4%
MGM
705
Miura Global Management
New York
$2.34M +$2.34M +14,400 New
SB
706
Simmons Bank
Arkansas
$2.33M -$212K -1,302 -8%
AFC
707
AFT Forsyth & Company
Florida
$2.33M +$4.07K +25 +0.2%
Mercer Global Advisors
708
Mercer Global Advisors
Colorado
$2.33M +$139K +855 +6%
JSMC
709
Jess S. Morgan & Co
California
$2.3M +$2.3M +14,153 New
RIA
710
Regal Investment Advisors
Michigan
$2.3M -$53K -326 -2%
BAM
711
Blueshift Asset Management
New Jersey
$2.3M -$582K -3,576 -20%
SG Americas Securities
712
SG Americas Securities
New York
$2.3M -$10.8M -66,355 -82%
BAM
713
Belpointe Asset Management
Nevada
$2.28M +$487K +2,996 +27%
MWM
714
Marietta Wealth Management
Georgia
$2.27M +$418K +2,570 +23%
HT
715
HAP Trading
New York
$2.27M +$228K +1,401 +11%
WIA
716
Wealthstreet Investment Advisors
Texas
$2.26M +$3.25K +20 +0.1%
SNT
717
Security National Trust
West Virginia
$2.23M +$40.8K +251 +2%
BAS
718
Brown Advisory Securities
Maryland
$2.23M +$26.4K +162 +1%
MME
719
Meag Munich Ergo
Germany
$2.22M -$6.19M -38,119 -74%
CNC
720
Citizens & Northern Corp
Pennsylvania
$2.22M -$81.7K -502 -4%
IRF
721
IBM Retirement Fund
New York
$2.21M -$59.2K -364 -3%
BCP
722
Blackhawk Capital Partners
Wisconsin
$2.19M +$8.61K +58 +0.4%
HAS
723
HBW Advisory Services
California
$2.15M +$106K +644 +5%
SCA
724
Snowden Capital Advisors
New York
$2.14M +$11.2K +69 +0.5%
STA
725
Summit Trail Advisors
New York
$2.14M +$223K +1,374 +12%
27 28
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