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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 %
BRWA
776
B. Riley Wealth Advisors
Florida
$3.49M +$1.04M +4,281 +42%
LWANC
777
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.47M +$123K +490 +4%
CG
778
Colony Group
Massachusetts
$3.47M +$1.03M +4,088 +42%
MCM
779
Makena Capital Management
California
$3.42M -$728K -2,899 -18%
TCOK
780
Trust Company of Kansas
Kansas
$3.41M -$295K -1,175 -8%
DAS
781
Dynamic Advisor Solutions
Arizona
$3.4M +$170K +675 +5%
SNB
782
Security National Bank
Nebraska
$3.39M +$237K +942 +8%
DA
783
Dillon & Associates
Michigan
$3.38M +$30.1K +120 +0.9%
GIA
784
Granite Investment Advisors
New Hampshire
$3.38M +$343K +1,365 +11%
MYAM
785
Meiji Yasuda Asset Management
Japan
$3.38M -$1.43M -5,700 -30%
H
786
HoyleCohen
California
$3.37M +$340K +1,352 +11%
CC
787
Courier Capital
New York
$3.37M -$336K -1,290 -9%
PTC
788
Philadelphia Trust Company
Pennsylvania
$3.36M +$3.36M +13,366 New
PJSIMP
789
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.34M -$67.3K -269 -2%
AFA
790
Arlington Financial Advisors
California
$3.32M +$30.7K +122 +0.9%
LSPW
791
Lake Street Private Wealth
Illinois
$3.32M -$56.8K -226 -2%
KC
792
Knuff & Co
California
$3.31M +$175K +698 +6%
BOS
793
Bingham Osborn & Scarborough
California
$3.29M -$13.6K -54 -0.4%
WIA
794
Wealthstreet Investment Advisors
Texas
$3.26M – – –
LW
795
Linscomb Wealth
Texas
$3.25M +$73.6K +293 +2%
B
796
Barings
North Carolina
$3.24M +$892K +3,550 +38%
CI
797
Conning Inc
Connecticut
$3.23M +$96.8K +385 +3%
VLC
798
Van Leeuwen & Company
New Jersey
$3.2M -$1.16M -4,620 -27%
LCH
799
Lee Capital Holdings
New York
$3.19M +$3.19M +12,675 New
CAM
800
Centre Asset Management
New York
$3.18M -$194K -770 -6%
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