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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 %
WAM
701
World Asset Management
Michigan
$4.4M -$36.9K -166 -0.8%
LBC
702
Lawrence B. Cohen
$4.39M -$162K -729 -4%
PFP
703
Pinnacle Financial Partners
Tennessee
$4.38M +$195K +877 +5%
SIC
704
Salem Investment Counselors
North Carolina
$4.35M -$173K -777 -4%
IMRF
705
Illinois Municipal Retirement Fund
Illinois
$4.35M +$2.08M +9,333 +91%
BCA
706
Bray Capital Advisors
Florida
$4.33M -$337K -1,515 -7%
MCM
707
Mitchell Capital Management
Kansas
$4.32M -$15.8K -71 -0.4%
CG
708
Colony Group
Massachusetts
$4.32M +$1.25M +5,613 +41%
CCP
709
Corient Capital Partners
California
$4.28M -$2.22M -9,954 -34%
PGFC
710
Peapack-Gladstone Financial Corp
New Jersey
$4.28M +$305K +1,369 +8%
TW
711
Transform Wealth
Colorado
$4.26M -$1.8M -8,069 -30%
MGWM
712
Marks Group Wealth Management
Minnesota
$4.19M +$174K +780 +4%
APP
713
Alpha Paradigm Partners
Illinois
$4.19M +$4.19M +18,847 New
GWSG
714
GPS Wealth Strategies Group
Colorado
$4.11M +$372K +1,671 +10%
PWP
715
Private Wealth Partners
California
$4.11M +$13.8K +62 +0.3%
WPP
716
Whalerock Point Partners
Rhode Island
$4.1M +$3.44M +15,469 +523%
CIG
717
Consolidated Investment Group
Colorado
$4.1M +$1.36M +6,100 +50%
WANY
718
Wealthspire Advisors (New York)
New York
$4.09M +$906K +4,073 +28%
SIP
719
Stoneridge Investment Partners
Pennsylvania
$4.09M +$4.09M +18,389 New
BZWA
720
Blue Zone Wealth Advisors
California
$4.07M +$3.14M +14,111 +339%
MWM
721
Minot Wealth Management
Massachusetts
$4.04M +$722K +3,244 +22%
WIA
722
Wealthstreet Investment Advisors
Texas
$4.02M +$1.13M +5,085 +39%
SAM
723
Synergy Asset Management
Washington
$4.02M +$4.02M +18,048 New
MWM
724
Marietta Wealth Management
Georgia
$4M +$353K +1,587 +10%
SAM
725
Shikiar Asset Management
New York
$3.99M -$618K -2,778 -13%
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