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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 %
CNC
776
Citizens & Northern Corp
Pennsylvania
$1.73M -$233K -1,617 -12%
FDS
777
Freedom Day Solutions
Texas
$1.73M -$378K -2,625 -18%
MMG
778
Monetary Management Group
Missouri
$1.72M +$313K +2,175 +22%
BHIA
779
Birch Hill Investment Advisors
Massachusetts
$1.72M +$101K +700 +6%
VC
780
Voit & Company
Wisconsin
$1.72M +$1.29M +8,965 +302%
HCMT
781
Highland Capital Management (Tennessee)
Tennessee
$1.71M -$905K -6,289 -35%
DAS
782
Dynamic Advisor Solutions
Arizona
$1.71M +$90.5K +629 +6%
CS
783
Comerica Securities
Michigan
$1.71M +$88.2K +613 +5%
SWM
784
SeaCrest Wealth Management
New York
$1.7M -$24.3K -169 -1%
WAOTB
785
Wealth Advisors of Tampa Bay
Florida
$1.69M -$16.6K -115 -1%
GIA
786
Granite Investment Advisors
New Hampshire
$1.69M +$1.69M +11,718 New
JRP
787
Jasper Ridge Partners
California
$1.69M – – –
LNC
788
Lincoln National Corp
Pennsylvania
$1.67M +$216K +1,500 +15%
BAM
789
Beaumont Asset Management
Texas
$1.66M -$64.5K -448 -4%
TH
790
TCTC Holdings
Texas
$1.66M +$6.04K +42 +0.4%
EWM
791
Edge Wealth Management
New York
$1.65M +$1.65M +11,215 New
H
792
HoyleCohen
California
$1.64M -$60.3K -419 -4%
FDCDDQ
793
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.64M +$52.8K +367 +3%
FT
794
Fiduciary Trust
Massachusetts
$1.64M +$63.6K +442 +4%
AFA
795
Arlington Financial Advisors
California
$1.64M +$1.64M +11,374 New
AAM
796
Azzad Asset Management
Virginia
$1.63M -$1.62M -11,261 -50%
VWA
797
V Wealth Advisors
Kansas
$1.63M +$1.39M +9,631 +572%
YWP
798
YorkBridge Wealth Partners
New York
$1.63M +$618K +4,295 +61%
WCM
799
Wisconsin Capital Management
Wisconsin
$1.62M +$180K +1,250 +13%
CMANY
800
Capital Management Associates (New York)
New York
$1.61M +$331K +2,300 +26%
30 31
32
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