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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 %
MIAN
726
Mariner Independent Advisor Network
Kansas
$2.13M -$20.5K -126 -1%
BA
727
Birinyi Associates
Connecticut
$2.12M -$902K -5,550 -30%
AAS
728
Avantax Advisory Services
Texas
$2.11M +$192K +1,179 +10%
BCM
729
Boltwood Capital Management
California
$2.1M +$16.1K +99 +0.8%
PJSIMP
730
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.08M -$5.53K -34 -0.3%
NCGI
731
Next Century Growth Investors
Minnesota
$2.08M -$815K -5,010 -28%
AIM
732
Achmea Investment Management
Netherlands
$2.08M – – –
FCBT
733
First Citizens Bank & Trust
North Carolina
$2.05M -$2.52M -15,472 -55%
CI
734
Conning Inc
Connecticut
$2.02M -$1.63K -10 -0.1%
SIM
735
Stratos Investment Management
Ohio
$2.02M +$378K +2,327 +23%
MFS
736
Mirabella Financial Services
United Kingdom
$2.01M +$2.01M +12,348 New
S
737
Surevest
California
$2M +$48.8K +300 +3%
CC
738
Cipher Capital
New York
$1.97M -$2.44M -15,011 -55%
MCM
739
MAI Capital Management
Ohio
$1.97M +$1.21M +7,427 +159%
DA
740
Dillon & Associates
Michigan
$1.97M +$49.7K +305 +3%
HWM
741
Hohimer Wealth Management
Washington
$1.95M +$1.95M +11,993 New
BRWA
742
B. Riley Wealth Advisors
Florida
$1.95M +$170K +1,044 +10%
NB
743
NBT Bank
New York
$1.95M +$35.1K +216 +2%
SWM
744
SeaCrest Wealth Management
New York
$1.94M +$224K +1,375 +13%
BAM
745
Beaumont Asset Management
Texas
$1.94M +$1.94M +11,952 New
LWANC
746
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.93M +$74K +455 +4%
WAOTB
747
Wealth Advisors of Tampa Bay
Florida
$1.93M +$102K +629 +6%
H
748
HoyleCohen
California
$1.92M +$81.2K +499 +4%
IAS
749
IMA Advisory Services
Colorado
$1.92M -$87.8K -540 -4%
JRP
750
Jasper Ridge Partners
California
$1.9M – – –
28 29
30
31 32