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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 %
LSA
751
L & S Advisors
California
$1.94M +$1.14M +7,945 +143%
HBT
752
Hills Bank & Trust
Iowa
$1.94M +$380K +2,641 +24%
DA
753
Dillon & Associates
Michigan
$1.93M +$190K +1,320 +11%
MIAN
754
Mariner Independent Advisor Network
Kansas
$1.92M +$163K +1,214 +9%
DS
755
DRW Securities
Illinois
$1.91M +$1.91M +13,280 New
PJSIMP
756
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.91M +$63.4K +440 +3%
PGFC
757
Peapack-Gladstone Financial Corp
New Jersey
$1.9M +$321K +2,230 +20%
MCP
758
Mirador Capital Partners
California
$1.86M +$172K +1,052 +10%
WIA
759
Wealthstreet Investment Advisors
Texas
$1.86M -$142K -990 -7%
BCM
760
Boltwood Capital Management
California
$1.86M -$3.6K -25 -0.2%
HWM
761
Hohimer Wealth Management
Washington
$1.85M -$40.4K -256 -2%
WG
762
Winton Group
United Kingdom
$1.85M +$1.85M +12,815 New
NCGI
763
Next Century Growth Investors
Minnesota
$1.84M – – –
QT
764
Quantbot Technologies
New York
$1.83M +$1.83M +12,737 New
AAS
765
Avantax Advisory Services
Texas
$1.82M -$39.1K -272 -2%
CI
766
Conning Inc
Connecticut
$1.81M +$22.3K +155 +1%
GP
767
Girard Partners
Pennsylvania
$1.81M +$566K +3,927 +45%
ACM
768
AlphaCrest Capital Management
New York
$1.81M -$1.06M -7,343 -37%
BP
769
Ballentine Partners
Massachusetts
$1.8M +$494K +3,433 +38%
GGI
770
GPM Growth Investors
Michigan
$1.8M +$1.8M +12,523 New
MCM
771
MAI Capital Management
Ohio
$1.79M +$47.8K +332 +3%
MYAM
772
Meiji Yasuda Asset Management
Japan
$1.79M -$1.08M -7,495 -38%
HA
773
H2O AM
United Kingdom
$1.78M -$4.67M -32,441 -72%
BRWA
774
B. Riley Wealth Advisors
Florida
$1.77M +$40.6K +282 +2%
LWANC
775
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.74M +$35.6K +247 +2%
29 30
31
32 33