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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 %
NIP
726
Nicholas Investment Partners
California
$2.14M +$1.07M +7,405 +100%
RA
727
RiverPark Advisors
New York
$2.13M -$2.23M -15,506 -51%
SS
728
Simplicity Solutions
Minnesota
$2.12M +$527K +3,660 +33%
RCG
729
Rock Creek Group
District of Columbia
$2.12M +$1.09M +7,584 +106%
BAS
730
Brown Advisory Securities
Maryland
$2.12M +$100K +681 +5%
FWM
731
Frontier Wealth Management
Missouri
$2.12M +$1.57M +10,928 +290%
AIP
732
Ameritas Investment Partners
Nebraska
$2.1M -$42.5K -295 -2%
AFC
733
AFT Forsyth & Company
Florida
$2.1M +$37.1K +258 +2%
MFAM
734
Motley Fool Asset Management
Virginia
$2.09M -$120K -833 -5%
EWM
735
Elite Wealth Management
Washington
$2.09M +$2.09M +14,483 New
WAS
736
Winch Advisory Services
Wisconsin
$2.08M -$1.29M -8,942 -38%
SNT
737
Security National Trust
West Virginia
$2.08M +$103K +717 +5%
EBT
738
Enterprise Bank & Trust
Massachusetts
$2.07M -$108K -749 -5%
WF
739
WoodTrust Financial
Wisconsin
$2.07M +$2.07M +14,343 New
BUB
740
BBVA USA Bancshares
Texas
$2.05M +$684K +4,751 +50%
AF
741
Aldebaran Financial
$2.05M -$56.6K -393 -3%
BOS
742
Bingham Osborn & Scarborough
California
$2.04M -$233K -1,616 -10%
STA
743
Summit Trail Advisors
New York
$2.03M +$131K +911 +7%
BA
744
Birinyi Associates
Connecticut
$2.02M +$144K +1,000 +8%
CG
745
Colony Group
Massachusetts
$2.01M +$393K +2,729 +24%
WANY
746
Wealthspire Advisors (New York)
New York
$2.01M +$1.07M +7,429 +113%
HAS
747
HBW Advisory Services
California
$2M +$102K +702 +5%
KFP
748
KMG Fiduciary Partners
Ohio
$1.99M +$1.1M +7,651 +125%
PFP
749
Pinnacle Financial Partners
Tennessee
$1.98M +$1.44M +9,985 +264%
TCOT
750
Trust Company of Toledo
Ohio
$1.97M +$305K +2,115 +18%
28 29
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