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 %
AA
701
ALPS Advisors
Colorado
$2.34M +$1.33M +9,226 +131%
MWM
702
Marietta Wealth Management
Georgia
$2.31M +$297K +2,065 +15%
MMA
703
Miracle Mile Advisors
California
$2.31M -$4.43M -30,781 -66%
GCM
704
Geneva Capital Management
Wisconsin
$2.31M +$2.31M +16,021 New
Lido Advisors
705
Lido Advisors
California
$2.3M +$1.51M +10,508 +192%
NFG
706
Next Financial Group
Texas
$2.3M -$517K -3,589 -18%
GC
707
Garde Capital
Washington
$2.29M -$545K -3,787 -19%
BCP
708
Blackhawk Capital Partners
Wisconsin
$2.29M -$112K -689 -5%
DWA
709
Douglass Winthrop Advisors
New York
$2.27M -$17.6K -122 -0.8%
LIA
710
LS Investment Advisors
Michigan
$2.27M -$148K -1,026 -6%
GAM
711
Gemmer Asset Management
California
$2.26M +$12.4K +86 +0.6%
PAM
712
Pegasus Asset Management
New York
$2.24M +$46.5K +323 +2%
CC
713
Courier Capital
New York
$2.23M -$175K -1,165 -7%
HC
714
HNP Capital
New York
$2.23M +$2.23M +14,811 New
HZ
715
Hixon Zuercher
Ohio
$2.21M +$733K +5,087 +49%
MYLI
716
Meiji Yasuda Life Insurance
Japan
$2.21M -$104K -725 -5%
CCM
717
Covington Capital Management
California
$2.2M +$113K +786 +5%
TPCW
718
TD Private Client Wealth
New York
$2.18M -$293K -2,034 -12%
LFAS
719
Level Four Advisory Services
Texas
$2.16M +$1.61M +11,239 +295%
KPF
720
K2 Principal Fund
Ontario, Canada
$2.16M +$2.16M +15,000 New
FCBT
721
First Citizens Bank & Trust
North Carolina
$2.15M +$332K +2,305 +18%
Wealthfront Advisers
722
Wealthfront Advisers
California
$2.15M -$77.6K -539 -3%
DADC
723
D.A. Davidson & Co
Montana
$2.15M +$19.2K +133 +0.9%
BFPW
724
BOK Financial Private Wealth
Colorado
$2.14M +$2.14M +14,885 New
SIM
725
Stratos Investment Management
Ohio
$2.14M +$349K +2,427 +20%
27 28
29
30 31