CRM icon

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 %
PFM
751
Patton Fund Management
Texas
$1.9M -$5.86K -36 -0.3%
TCOT
752
Trust Company of Toledo
Ohio
$1.88M -$18.2K -112 -1%
TH
753
TCTC Holdings
Texas
$1.86M – – –
CG
754
Colony Group
Massachusetts
$1.83M +$310K +1,908 +20%
BHIA
755
Birch Hill Investment Advisors
Massachusetts
$1.83M +$147K +905 +9%
CS
756
Comerica Securities
Michigan
$1.83M +$707K +4,346 +63%
DAS
757
Dynamic Advisor Solutions
Arizona
$1.83M +$23.6K +145 +1%
SRAM
758
Spouting Rock Asset Management
Pennsylvania
$1.81M +$1.81M +11,154 New
ED
759
Exane Derivatives
France
$1.81M +$382K +2,108 +27%
SS
760
Simplicity Solutions
Minnesota
$1.8M +$517K +3,176 +40%
LCM
761
Landscape Capital Management
New Jersey
$1.8M -$4.04M -24,817 -69%
FDCDDQ
762
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.79M -$169K -1,039 -9%
CBT
763
Central Bank & Trust
Kentucky
$1.79M -$398K -2,444 -18%
FT
764
Fiduciary Trust
Massachusetts
$1.78M +$122K +751 +7%
PGFC
765
Peapack-Gladstone Financial Corp
New Jersey
$1.78M +$1.26M +7,731 +242%
VVP
766
Venture Visionary Partners
Ohio
$1.77M +$1.77M +10,876 New
RMAM
767
Raab & Moskowitz Asset Management
New Jersey
$1.77M +$26.5K +163 +2%
HBT
768
Hills Bank & Trust
Iowa
$1.76M +$53.2K +327 +3%
HIP
769
Harrell Investment Partners
Texas
$1.75M +$1.75M +10,766 New
MA
770
Montag & Associates
Georgia
$1.75M +$26.5K +163 +2%
APA
771
American Portfolios Advisors
New York
$1.73M +$856K +5,264 +98%
ACP
772
Aviance Capital Partners
Florida
$1.72M +$32.2K +198 +2%
Koshinski Asset Management
773
Koshinski Asset Management
Illinois
$1.72M +$1.72M +10,595 New
SW
774
SteelPeak Wealth
California
$1.72M +$1.72M +10,554 New
BL
775
BFSG LLC
California
$1.72M +$1.72M +10,555 New
29 30
31
32 33