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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 %
BUB
801
BBVA USA Bancshares
Texas
$1.55M +$1.55M +9,498 New
CC
802
ClearArc Capital
Ohio
$1.54M -$611K -3,760 -28%
LFA
803
Lighthouse Financial Advisors
Maryland
$1.54M +$1.54M +9,450 New
LBD
804
Landsberg Bennett & Dubbaneh
Florida
$1.53M +$646K +3,978 +73%
BRWM
805
B. Riley Wealth Management
Tennessee
$1.52M -$30.6K -188 -2%
NL
806
NVWM LLC
Pennsylvania
$1.51M +$351K +2,160 +30%
VCM
807
Virtue Capital Management
Tennessee
$1.5M +$588K +3,615 +64%
EWA
808
EP Wealth Advisors
California
$1.49M -$30.4K -187 -2%
BP
809
Ballentine Partners
Massachusetts
$1.48M +$10.4K +64 +0.7%
CAL
810
Capital Analysts LLC
Pennsylvania
$1.47M +$65.9K +405 +5%
SNB
811
Security National Bank
Nebraska
$1.46M +$1.46M +9,001 New
DC
812
Davenport & Co
Virginia
$1.46M -$138K -847 -9%
MGWM
813
Marks Group Wealth Management
Minnesota
$1.46M +$1.46M +8,948 New
IB
814
Intrust Bank
Kansas
$1.45M -$92.2K -567 -6%
CPC
815
Congress Park Capital
New York
$1.45M – – –
CMANY
816
Capital Management Associates (New York)
New York
$1.45M +$553K +3,400 +62%
CGL
817
Clarius Group LLC
Washington
$1.45M -$3.98K -22 -0.3%
GP
818
Girard Partners
Pennsylvania
$1.44M +$1.44M +8,641 New
FMLI
819
Fukoku Mutual Life Insurance
Japan
$1.44M -$369K -2,270 -20%
IWM
820
IHT Wealth Management
Illinois
$1.43M -$260K -1,600 -15%
MAM
821
Martingale Asset Management
Massachusetts
$1.43M -$31.6K -194 -2%
IIM
822
Intact Investment Management
Quebec, Canada
$1.43M +$716K +4,400 +100%
NFG
823
Nations Financial Group
Iowa
$1.42M +$78.9K +485 +6%
TIA
824
Tiemann Investment Advisors
California
$1.42M – – –
IFWM
825
Institute for Wealth Management
Colorado
$1.42M +$976 +6 +0.1%
31 32
33
34 35