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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 %
SCM
726
Silvant Capital Management
Georgia
$3.99M -$1.06M -4,785 -21%
AFWM
727
AMJ Financial Wealth Management
Virginia
$3.98M +$101K +456 +3%
TCOT
728
Trust Company of Toledo
Ohio
$3.93M +$762K +3,423 +24%
BOH
729
Bank of Hawaii
Hawaii
$3.93M +$308K +1,383 +8%
V
730
Veritable
Delaware
$3.93M -$892K -4,008 -19%
MCM
731
Makena Capital Management
California
$3.92M +$890K +4,001 +29%
BA
732
Birinyi Associates
Connecticut
$3.92M +$1.74M +7,800 +80%
MC
733
Mathes Company
New York
$3.92M -$98.6K -443 -2%
MS
734
Mizuho Securities
Japan
$3.91M +$2.94M +13,206 +302%
FFWA
735
FRG Family Wealth Advisors
Washington
$3.91M -$65.6K -295 -2%
FT
736
Fiduciary Trust
Massachusetts
$3.89M +$514K +2,311 +15%
VI
737
Vestcor Inc
New Brunswick, Canada
$3.88M -$319K -1,435 -8%
LMIM
738
Lockheed Martin Investment Management
Maryland
$3.87M +$756K +3,400 +24%
PC
739
Permanens Capital
New York
$3.85M +$3.54M +15,899 +1,152%
SGI
740
Summit Global Investments
Utah
$3.84M +$326K +1,464 +9%
ACM
741
Aljian Capital Management
Nevada
$3.82M -$59.6K -268 -2%
AMCA
742
Arthur M. Cohen & Associates
Illinois
$3.82M +$69.4K +310 +2%
NA
743
NewEdge Advisors
Louisiana
$3.79M -$2.61M -11,717 -41%
MUAMU
744
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.78M – – –
YWP
745
YorkBridge Wealth Partners
New York
$3.78M +$203K +911 +6%
LCH
746
Lee Capital Holdings
New York
$3.78M +$956K +4,295 +34%
GA
747
Gateway Advisory
New Jersey
$3.76M +$4.67K +21 +0.1%
VLC
748
Van Leeuwen & Company
New Jersey
$3.76M +$924K +4,153 +33%
MFS
749
Mirabella Financial Services
United Kingdom
$3.74M +$3.74M +16,796 New
ST
750
Spinnaker Trust
Maine
$3.73M +$3.73M +16,782 New
28 29
30
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