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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 %
MIAN
801
Mariner Independent Advisor Network
Kansas
$3.18M -$94.2K -375 -3%
JSMC
802
Jess S. Morgan & Co
California
$3.15M -$614K -2,442 -16%
S
803
Seeyond
France
$3.13M +$247K +982 +9%
HAG
804
HighPoint Advisor Group
Illinois
$3.13M -$57.2K -220 -2%
BL
805
BFSG LLC
California
$3.1M +$302K +1,200 +11%
CIG
806
Consolidated Investment Group
Colorado
$3.09M – – –
MMG
807
Monetary Management Group
Missouri
$3.08M -$201K -800 -6%
KLWA
808
Kelly Lawrence W & Associates
California
$3.06M -$10.3M -41,050 -77%
WCM
809
Wisconsin Capital Management
Wisconsin
$3.05M -$96.8K -385 -3%
SWM
810
SeaCrest Wealth Management
New York
$3.04M -$49.8K -198 -2%
RC
811
Roundview Capital
New Jersey
$3.03M -$758K -3,015 -20%
ACM
812
Alpha Capital Management
Texas
$3.03M +$372K +1,479 +14%
BB
813
Berkshire Bank
Massachusetts
$3.02M +$3.02M +12,005 New
BCM
814
Boltwood Capital Management
California
$2.98M -$180K -715 -6%
BHIA
815
Birch Hill Investment Advisors
Massachusetts
$2.97M -$70.4K -280 -2%
UFF
816
USA Financial Formulas
Michigan
$2.97M +$2.96M +11,799 +294,975%
WPP
817
Whalerock Point Partners
Rhode Island
$2.96M -$8.3M -8,299 -74%
MCM
818
Moore Capital Management
New York
$2.93M +$2.93M +11,668 New
PT
819
Plimoth Trust
Massachusetts
$2.93M +$720K +2,865 +33%
Walleye Capital
820
Walleye Capital
New York
$2.93M +$2.93M +11,647 New
KFP
821
KMG Fiduciary Partners
Ohio
$2.92M -$441K -1,755 -13%
LBD
822
Landsberg Bennett & Dubbaneh
Florida
$2.92M -$273K -1,103 -9%
NB
823
NBT Bank
New York
$2.91M +$62.6K +249 +2%
CMANY
824
Capital Management Associates (New York)
New York
$2.91M +$69.4K +276 +2%
APA
825
American Portfolios Advisors
New York
$2.9M +$139K +555 +5%
31 32
33
34 35