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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 %
BIP
776
Bouvel Investment Partners
Pennsylvania
$3.43M +$3.43M +15,433 New
HZ
777
Hixon Zuercher
Ohio
$3.42M +$97.2K +437 +3%
PG
778
Pendal Group
Australia
$3.41M -$1.21M -5,441 -26%
MYLI
779
Meiji Yasuda Life Insurance
Japan
$3.4M -$555K -2,493 -14%
BFPW
780
BOK Financial Private Wealth
Colorado
$3.39M +$97.2K +437 +3%
WR
781
WD Rutherford
Oregon
$3.39M +$3.39M +15,221 New
FB
782
Fulton Bank
Pennsylvania
$3.38M +$42.5K +191 +1%
PA
783
Pinnacle Associates
New York
$3.38M +$1M +4,495 +42%
DA
784
Dillon & Associates
Michigan
$3.36M +$357K +1,600 +12%
HWM
785
Hohimer Wealth Management
Washington
$3.36M +$24K +108 +0.7%
HAS
786
HBW Advisory Services
California
$3.35M +$204K +916 +6%
FFA
787
Fragasso Financial Advisors
Pennsylvania
$3.34M +$3.34M +15,003 New
WHG
788
Westwood Holdings Group
Texas
$3.32M -$138K -620 -4%
LWANC
789
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.31M +$237K +1,065 +8%
FWM
790
Frontier Wealth Management
Missouri
$3.3M +$84.6K +380 +3%
VST
791
Van Strum & Towne
California
$3.3M +$3.08M +13,857 +1,459%
MIAN
792
Mariner Independent Advisor Network
Kansas
$3.29M +$473K +2,126 +17%
HBT
793
Hills Bank & Trust
Iowa
$3.28M -$14.5K -65 -0.4%
GAM
794
Grandview Asset Management
Pennsylvania
$3.27M -$95.9K -431 -3%
BCP
795
Blackhawk Capital Partners
Wisconsin
$3.27M -$288K -1,147 -8%
Lord, Abbett & Co
796
Lord, Abbett & Co
New Jersey
$3.27M -$2.53M -11,373 -44%
M
797
Mirova
France
$3.26M +$850K +3,821 +35%
UMC
798
United Maritime Capital
New York
$3.25M +$3.25M +14,600 New
AFC
799
AFT Forsyth & Company
Florida
$3.25M +$83.5K +375 +3%
BAS
800
Brown Advisory Securities
Maryland
$3.24M +$135K +605 +4%
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