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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 %
AFWM
701
AMJ Financial Wealth Management
Virginia
$4.38M -$679K -2,701 -13%
ACM
702
Aljian Capital Management
Nevada
$4.37M -$90.8K -363 -2%
MAM
703
Mastrapasqua Asset Management
Tennessee
$4.34M -$107K -427 -2%
TPCW
704
TD Private Client Wealth
New York
$4.28M -$89.2K -355 -2%
BC
705
Brookfield Corp
Ontario, Canada
$4.27M -$8.29M -33,000 -66%
MUAMU
706
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.27M -$2.01M -8,000 -32%
EIM
707
Essex Investment Management
Massachusetts
$4.26M -$1.94M -7,727 -31%
GA
708
Gateway Advisory
New Jersey
$4.25M +$4.25M +16,890 New
BCCM
709
Bridge Creek Capital Management
Massachusetts
$4.24M -$55.3K -220 -1%
GWSG
710
GPS Wealth Strategies Group
Colorado
$4.23M +$4.23M +16,815 New
AMCA
711
Arthur M. Cohen & Associates
Illinois
$4.21M +$508K +2,020 +14%
CCP
712
Clough Capital Partners
Massachusetts
$4.19M -$564K -2,245 -12%
IC
713
Immersion Capital
United Kingdom
$4.16M +$4.16M +16,542 New
MWM
714
Marietta Wealth Management
Georgia
$4.12M -$166K -660 -4%
BOH
715
Bank of Hawaii
Hawaii
$4.09M +$4.09M +16,277 New
SIM
716
Spark Investment Management
New York
$4.07M +$4.07M +16,200 New
BBNA
717
Bremer Bank National Association
Minnesota
$4.06M -$168K -669 -4%
Twin Tree Management
718
Twin Tree Management
Texas
$4.05M -$8.6M -34,235 -68%
SIM
719
Stratos Investment Management
Ohio
$4.05M -$49.3K -196 -1%
NFG
720
Next Financial Group
Texas
$4.05M -$647K -2,573 -14%
YWP
721
YorkBridge Wealth Partners
New York
$4.04M +$513K +2,042 +15%
VVP
722
Venture Visionary Partners
Ohio
$4.04M – – –
Wealth Enhancement Advisory Services
723
Wealth Enhancement Advisory Services
Minnesota
$4.01M +$4.01M +15,023 New
CWM
724
Cabot Wealth Management
Massachusetts
$4M – – –
Capital Fund Management (CFM)
725
Capital Fund Management (CFM)
France
$4M -$246K -977 -6%
27 28
29
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