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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 %
MCP
751
Mirador Capital Partners
California
$3.73M +$1.17M +5,237 +45%
AAM
752
Azzad Asset Management
Virginia
$3.73M +$618K +2,779 +20%
MAM
753
Mastrapasqua Asset Management
Tennessee
$3.69M -$160K -718 -4%
CWM
754
CMH Wealth Management
New Hampshire
$3.68M +$334K +1,503 +10%
BBNA
755
Bremer Bank National Association
Minnesota
$3.64M +$53K +238 +1%
TPCW
756
TD Private Client Wealth
New York
$3.63M -$152K -681 -4%
AA
757
ALPS Advisors
Colorado
$3.63M +$1.43M +6,436 +65%
LFRG
758
Lazard Frères Gestion
France
$3.61M +$3.61M +16,187 New
SNT
759
Security National Trust
West Virginia
$3.61M +$200K +900 +6%
DADC
760
D.A. Davidson & Co
Montana
$3.61M +$499K +2,243 +16%
LIA
761
LS Investment Advisors
Michigan
$3.59M +$89K +400 +3%
KA
762
Kovack Advisors
Florida
$3.57M +$1.37M +6,170 +63%
CA
763
Cornerstone Advisors
North Carolina
$3.56M +$3.56M +16,000 New
SFS
764
Sowell Financial Services
Arkansas
$3.56M -$1.11M -5,001 -24%
GP
765
Girard Partners
Pennsylvania
$3.55M +$241K +1,082 +7%
CWM
766
Cabot Wealth Management
Massachusetts
$3.53M -$16.9K -76 -0.5%
STA
767
Summit Trail Advisors
New York
$3.5M +$3.5M +15,734 New
EIM
768
Essex Investment Management
Massachusetts
$3.49M -$282K -1,267 -7%
CAM
769
Cresset Asset Management
Illinois
$3.49M +$237K +1,063 +7%
GAM
770
Gemmer Asset Management
California
$3.46M -$18.5K -83 -0.5%
GVAG
771
Great Valley Advisor Group
Delaware
$3.46M +$78.8K +354 +2%
VAS
772
Vestmark Advisory Solutions
Massachusetts
$3.46M +$223K +1,001 +7%
BRWA
773
B. Riley Wealth Advisors
Florida
$3.46M +$257K +1,154 +8%
PAM
774
Pegasus Asset Management
New York
$3.45M +$38.3K +172 +1%
CG
775
Caprock Group
Idaho
$3.44M +$60.3K +271 +2%
29 30
31
32 33