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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 %
GCM
801
Geneva Capital Management
Wisconsin
$3.24M +$4.45K +20 +0.1%
BHA
802
Beech Hill Advisors
New York
$3.24M +$1.8M +8,095 +125%
ACGDR
803
Atmos Capital Gestao de Recursos
Brazil
$3.23M +$3.23M +14,500 New
VWA
804
V Wealth Advisors
Kansas
$3.23M +$1.15M +5,166 +55%
LBD
805
Landsberg Bennett & Dubbaneh
Florida
$3.22M +$590K +2,652 +22%
KFP
806
KMG Fiduciary Partners
Ohio
$3.2M +$632K +2,851 +25%
MSRPS
807
Maryland State Retirement & Pension System
Maryland
$3.19M +$3.19M +14,217 New
IC
808
Iconiq Capital
California
$3.19M – – –
JSMC
809
Jess S. Morgan & Co
California
$3.18M +$396K +1,780 +14%
SWM
810
SeaCrest Wealth Management
New York
$3.17M +$478K +2,147 +18%
QC
811
Quadrature Capital
United Kingdom
$3.15M -$2.58M -11,612 -45%
WAS
812
Winch Advisory Services
Wisconsin
$3.14M +$26K +117 +0.8%
FDCDDQ
813
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.14M +$855K +3,841 +37%
WI
814
Wintrust Investments
Illinois
$3.14M +$1.99M +8,079 +175%
PJSIMP
815
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.13M +$123K +544 +4%
H
816
HoyleCohen
California
$3.12M +$142K +637 +5%
AF
817
Ally Financial
Michigan
$3.12M +$3.12M +14,000 New
SNB
818
Security National Bank
Nebraska
$3.11M +$110K +494 +4%
TCOK
819
Trust Company of Kansas
Kansas
$3.1M +$77.9K +350 +3%
BHIA
820
Birch Hill Investment Advisors
Massachusetts
$3.1M +$464K +2,085 +18%
EWM
821
Elite Wealth Management
Washington
$3.08M -$141K -634 -4%
NFG
822
Next Financial Group
Texas
$3.07M -$515K -2,313 -14%
CNC
823
Canandaigua National Corp
New York
$3.07M -$82.6K -371 -3%
AWM
824
Avior Wealth Management
Nebraska
$3.06M -$111K -498 -3%
PT
825
Plimoth Trust
Massachusetts
$3.06M +$467K +2,100 +18%
31 32
33
34 35