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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 %
SGI
726
Summit Global Investments
Utah
$3.97M +$83.9K +334 +2%
TAF
727
Tredje AP-fonden
Sweden
$3.96M – – –
LIA
728
LS Investment Advisors
Michigan
$3.95M -$45K -179 -1%
GAM
729
Gemmer Asset Management
California
$3.93M – – –
CC
730
Cedar Capital
Illinois
$3.93M -$4.05M -16,126 -51%
Verition Fund Management
731
Verition Fund Management
Connecticut
$3.92M +$3.4M +13,522 +648%
KOCAA
732
Knights of Columbus Asset Advisors
Connecticut
$3.91M +$1.95M +7,770 +100%
WHG
733
Westwood Holdings Group
Texas
$3.91M -$204K -811 -5%
BC
734
Breakline Capital
New York
$3.89M +$3.89M +15,473 New
PAM
735
Pegasus Asset Management
New York
$3.86M -$8.04K -32 -0.2%
SNT
736
Security National Trust
West Virginia
$3.85M +$108K +430 +3%
GVAG
737
Great Valley Advisor Group
Delaware
$3.82M +$1.39M +5,545 +57%
HWM
738
Hohimer Wealth Management
Washington
$3.82M +$59.2K +232 +2%
LNC
739
Lincoln National Corp
Pennsylvania
$3.82M +$113K +448 +3%
CG
740
Caprock Group
Idaho
$3.82M +$751K +2,989 +25%
WAM
741
Wealthspire Advisors (Maryland)
Maryland
$3.82M +$2.16M +8,613 +131%
FT
742
Fiduciary Trust
Massachusetts
$3.81M +$345K +1,374 +10%
GAM
743
Grandview Asset Management
Pennsylvania
$3.81M -$93.5K -372 -2%
CWM
744
CMH Wealth Management
New Hampshire
$3.78M -$27.9K -111 -0.7%
FB
745
Fulton Bank
Pennsylvania
$3.77M -$385K -1,531 -9%
GFA
746
Gifford Fong Associates
California
$3.77M -$3.77M -15,000 -50%
HZ
747
Hixon Zuercher
Ohio
$3.75M -$653K -2,599 -15%
MWM
748
Minot Wealth Management
Massachusetts
$3.75M +$507K +2,016 +16%
GP
749
Girard Partners
Pennsylvania
$3.74M +$409K +1,627 +12%
HBT
750
Hills Bank & Trust
Iowa
$3.72M +$99K +394 +3%
28 29
30
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