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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 %
NA
826
NewEdge Advisors
Louisiana
$1.44M +$223K +1,550 +18%
BBCM
827
Boardman Bay Capital Management
New York
$1.44M -$989K -6,869 -41%
GAM
828
Greenwoods Asset Management
Cayman Islands
$1.44M +$1.44M +9,994 New
TA
829
Townsend & Associates
Colorado
$1.43M +$50.9K +351 +4%
CBT
830
Central Bank & Trust
Kentucky
$1.43M -$156K -1,087 -10%
IAS
831
IMA Advisory Services
Colorado
$1.42M -$275K -1,906 -16%
UR
832
USCA RIA
Texas
$1.42M -$39.6K -275 -3%
CWG
833
Cornerstone Wealth Group
North Carolina
$1.41M +$377K +2,616 +36%
SNB
834
Security National Bank
Nebraska
$1.41M +$112K +778 +9%
Squarepoint
835
Squarepoint
New York
$1.4M +$1.4M +9,707 New
SW
836
SteelPeak Wealth
California
$1.39M -$131K -912 -9%
NL
837
NVWM LLC
Pennsylvania
$1.39M +$49.8K +346 +4%
IP
838
Intellectus Partners
California
$1.39M +$193K +1,343 +16%
CBB
839
Citizens Business Bank
California
$1.38M +$1.38M +9,611 New
EIM
840
Essex Investment Management
Massachusetts
$1.38M +$1.38M +9,569 New
TSWM
841
Triangle Securities Wealth Management
North Carolina
$1.38M -$1.44K -10 -0.1%
WHG
842
Westwood Holdings Group
Texas
$1.37M +$1.37M +9,528 New
WA
843
Winfield Associates
Ohio
$1.36M -$110K -767 -8%
V
844
VeraBank
Texas
$1.35M +$176K +1,225 +15%
AMCA
845
Arthur M. Cohen & Associates
Illinois
$1.35M -$11.1M -8,920 -89%
WKWM
846
Walter & Keenan Wealth Management
Indiana
$1.35M +$1.35M +1,086 New
MGWM
847
Marks Group Wealth Management
Minnesota
$1.34M +$56.8K +395 +4%
B
848
Barings
North Carolina
$1.34M +$543K +3,770 +68%
CGL
849
Clarius Group LLC
Washington
$1.34M +$188K +1,307 +16%
SS
850
Sunbelt Securities
Texas
$1.33M -$1.21M -8,441 -48%
32 33
34
35 36