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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 %
BFPW
751
BOK Financial Private Wealth
Colorado
$3.72M -$135K -537 -3%
CAM
752
Cresset Asset Management
Illinois
$3.67M +$655K +2,606 +22%
CLCM
753
Crawford Lake Capital Management
New Jersey
$3.66M +$3.66M +14,565 New
GCM
754
Geneva Capital Management
Wisconsin
$3.66M -$405K -1,610 -10%
VAS
755
Vestmark Advisory Solutions
Massachusetts
$3.66M +$627K +2,496 +21%
EWM
756
Elite Wealth Management
Washington
$3.64M -$25.6K -102 -0.7%
FWM
757
Frontier Wealth Management
Missouri
$3.63M +$6.28K +25 +0.2%
IC
758
Iconiq Capital
California
$3.61M +$864K +3,440 +32%
WANY
759
Wealthspire Advisors (New York)
New York
$3.6M +$533K +2,120 +17%
TCOT
760
Trust Company of Toledo
Ohio
$3.58M +$20.1K +80 +0.6%
AWM
761
Avior Wealth Management
Nebraska
$3.58M +$571K +2,274 +19%
AIP
762
Ameritas Investment Partners
Nebraska
$3.57M -$74.1K -295 -2%
AFC
763
AFT Forsyth & Company
Florida
$3.57M -$94.2K -375 -3%
EBT
764
Enterprise Bank & Trust
Massachusetts
$3.57M -$175K -697 -5%
CNC
765
Canandaigua National Corp
New York
$3.56M -$234K -930 -6%
CS
766
Comerica Securities
Michigan
$3.56M +$166K +662 +5%
HAS
767
HBW Advisory Services
California
$3.55M +$18.6K +74 +0.5%
NL
768
NVWM LLC
Pennsylvania
$3.54M -$98.3K -391 -3%
WAOTB
769
Wealth Advisors of Tampa Bay
Florida
$3.53M -$8.55K -34 -0.2%
WAS
770
Winch Advisory Services
Wisconsin
$3.52M -$15.3K -61 -0.4%
CIA
771
Capital Impact Advisors
Massachusetts
$3.52M – – –
LMIM
772
Lockheed Martin Investment Management
Maryland
$3.51M -$9.01M -35,870 -72%
BAS
773
Brown Advisory Securities
Maryland
$3.51M -$70.4K -280 -2%
AAM
774
Azzad Asset Management
Virginia
$3.51M +$599K +2,383 +21%
DADC
775
D.A. Davidson & Co
Montana
$3.51M +$356K +1,418 +11%
29 30
31
32 33