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Salesforce
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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 %
FMB
826
Field & Main Bank
Kentucky
$1.4M -$22.8K -140 -2%
DA
827
DSC Advisors
Illinois
$1.4M +$260K +1,598 +23%
PHK
828
Point72 Hong Kong
Hong Kong
$1.4M +$293K +1,800 +27%
ACM
829
Alpha Capital Management
Texas
$1.39M -$116K -714 -8%
NA
830
NewEdge Advisors
Louisiana
$1.38M -$312K -1,921 -18%
AWM
831
Avitas Wealth Management
California
$1.37M -$2.11K -13 -0.2%
SEC
832
Seven Eight Capital
New York
$1.37M -$1.33M -8,200 -49%
OPFM
833
Optimus Prime Fund Management
Cayman Islands
$1.37M +$992K +6,100 +265%
CC
834
Cadinha & Co
Hawaii
$1.37M -$1.51M -9,282 -53%
KA
835
Kovack Advisors
Florida
$1.37M -$119K -733 -8%
BCM
836
Bayesian Capital Management
New York
$1.35M -$4.15M -25,500 -75%
IP
837
Intellectus Partners
California
$1.35M +$701K +4,310 +109%
EWM
838
Executive Wealth Management
Michigan
$1.35M -$69.9K -430 -5%
V
839
VeraBank
Texas
$1.33M – – –
BO
840
Bank OZK
Arkansas
$1.32M +$58.9K +362 +5%
Jacobs Levy Equity Management
841
Jacobs Levy Equity Management
New Jersey
$1.32M -$11.9K -73 -0.9%
HIM
842
Hotaling Investment Management
Pennsylvania
$1.31M +$20.8K +128 +2%
CWAG
843
Compton Wealth Advisory Group
Virginia
$1.31M -$5.2K -32 -0.4%
FI
844
FormulaFolio Investments
Michigan
$1.3M +$100K +618 +8%
ZB
845
Zions Bancorporation
Utah
$1.3M +$136K +833 +12%
SACTSONJ
846
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.3M – – –
CCMT
847
CMT Capital Markets Trading
Germany
$1.3M +$1.3M +8,000 New
CRIG
848
Charter Research & Investment Group
Connecticut
$1.3M – – –
PTC
849
Private Trust Company
Ohio
$1.29M +$4.88K +30 +0.4%
OIS
850
Okabena Investment Services
Minnesota
$1.29M +$1.29M +7,929 New
32 33
34
35 36