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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 %
S
776
Seeyond
France
$1.71M -$135K -830 -7%
SBH
777
Segall Bryant & Hamill
Illinois
$1.7M -$41.5K -254 -2%
CAM
778
Cypress Asset Management
Texas
$1.7M +$112K +690 +7%
CG
779
Caprock Group
Idaho
$1.69M +$47.5K +292 +3%
TA
780
Townsend & Associates
Colorado
$1.69M +$58.3K +329 +4%
MCP
781
Mirador Capital Partners
California
$1.68M +$90.1K +554 +6%
HZ
782
Hixon Zuercher
Ohio
$1.67M +$1.67M +10,287 New
CCT
783
Chemung Canal Trust
New York
$1.67M +$396K +2,436 +31%
WA
784
Winfield Associates
Ohio
$1.66M +$28.3K +174 +2%
JSL
785
JT Stratford LLC
Georgia
$1.66M -$101K -623 -6%
UR
786
USCA RIA
Texas
$1.65M -$2.01M -12,387 -55%
LWS
787
Lucia Wealth Services
California
$1.64M +$210K +1,291 +15%
LNC
788
Lincoln National Corp
Pennsylvania
$1.64M +$445K +2,737 +37%
AL
789
Aspiriant LLC
California
$1.64M +$196K +1,203 +14%
SA
790
Strategic Advisors
New York
$1.63M +$737K +4,535 +83%
AMCA
791
Arthur M. Cohen & Associates
Illinois
$1.63M – – –
GFA
792
Gifford Fong Associates
California
$1.63M – – –
WCM
793
Wisconsin Capital Management
Wisconsin
$1.63M – – –
CNBT
794
Canandaigua National Bank & Trust
New York
$1.62M +$1.07M +6,553 +193%
MMG
795
Monetary Management Group
Missouri
$1.59M -$4.07K -25 -0.3%
AAF
796
Andra AP-fonden
Sweden
$1.58M -$5.11M -31,400 -76%
MCM
797
Mainstay Capital Management
Michigan
$1.57M -$17.9K -110 -1%
SCM
798
Southport Capital Management
Tennessee
$1.57M -$15K -92 -0.9%
UBG
799
United Bank (Georgia)
Georgia
$1.57M +$111K +680 +8%
TSWM
800
Triangle Securities Wealth Management
North Carolina
$1.56M +$24.1K +148 +2%
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