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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 %
ECM
801
ExodusPoint Capital Management
New York
$1.6M -$16.7M -116,044 -91%
SCA
802
Snowden Capital Advisors
New York
$1.6M -$300K -2,082 -16%
NAM
803
Nexpoint Asset Management
Texas
$1.58M -$1.3M -9,000 -45%
CAM
804
Cypress Asset Management
Texas
$1.58M +$82.8K +575 +6%
Koshinski Asset Management
805
Koshinski Asset Management
Illinois
$1.57M +$48.8K +339 +3%
NB
806
NBT Bank
New York
$1.57M -$156K -1,080 -9%
VVP
807
Venture Visionary Partners
Ohio
$1.57M – – –
LBD
808
Landsberg Bennett & Dubbaneh
Florida
$1.56M +$292K +2,177 +23%
MWM
809
Meridian Wealth Management
Kentucky
$1.55M +$809K +5,623 +109%
RMAM
810
Raab & Moskowitz Asset Management
New Jersey
$1.55M -$11.1K -77 -0.7%
CG
811
Caprock Group
Idaho
$1.54M +$39.7K +276 +3%
HIP
812
Harrell Investment Partners
Texas
$1.53M -$17.9K -124 -1%
ACP
813
Aviance Capital Partners
Florida
$1.53M +$4.46K +31 +0.3%
TC
814
Telemus Capital
Michigan
$1.53M +$1.53M +8,760 New
CIG
815
Consolidated Investment Group
Colorado
$1.53M +$1.53M +10,600 New
BL
816
BFSG LLC
California
$1.53M +$5.04K +35 +0.3%
APA
817
American Portfolios Advisors
New York
$1.51M -$14.3K -99 -0.9%
AL
818
Aspiriant LLC
California
$1.51M +$60.2K +418 +4%
CAM
819
Cresset Asset Management
Illinois
$1.51M +$476K +3,307 +46%
KA
820
Kovack Advisors
Florida
$1.49M +$280K +1,945 +23%
EGM
821
Engineers Gate Manager
New York
$1.48M +$463K +3,216 +45%
SBH
822
Segall Bryant & Hamill
Illinois
$1.48M -$18.8K -131 -1%
SCP
823
Stamos Capital Partners
California
$1.46M +$1.23M +8,575 +557%
SA
824
Strategic Advisors
New York
$1.45M -$69.2K -458 -5%
MAM
825
Martingale Asset Management
Massachusetts
$1.44M +$174K +1,206 +14%
31 32
33
34 35