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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 %
BAM
826
Beaumont Asset Management
Texas
$2.9M -$42K -167 -1%
MCM
827
MAI Capital Management
Ohio
$2.9M -$200K -795 -6%
MCP
828
Mirador Capital Partners
California
$2.89M +$21.4K +85 +0.7%
AL
829
Aspiriant LLC
California
$2.88M +$43.7K +174 +2%
PTC
830
Private Trust Company
Ohio
$2.88M +$863K +3,436 +43%
NCGI
831
Next Century Growth Investors
Minnesota
$2.87M -$353K -1,403 -11%
CCI
832
Columbus Circle Investors
$2.84M -$10.6M -42,122 -79%
PH
833
Pinnacle Holdings
Oklahoma
$2.82M +$2.82M +11,227 New
LFA
834
Lighthouse Financial Advisors
Maryland
$2.82M +$62.3K +248 +2%
FDS
835
Freedom Day Solutions
Texas
$2.82M -$102K -407 -4%
ACI
836
Alpha Cubed Investments
California
$2.8M +$2.1M +8,354 +298%
TH
837
TCTC Holdings
Texas
$2.79M +$25.1K +100 +0.9%
HIP
838
Harrell Investment Partners
Texas
$2.77M +$74.9K +298 +3%
CAM
839
Cypress Asset Management
Texas
$2.75M +$29.9K +119 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
840
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.75M -$1.75M -6,971 -39%
BCAM
841
Boston Common Asset Management
Massachusetts
$2.74M +$2.74M +10,920 New
M
842
Mirova
France
$2.72M -$158K -627 -5%
IRAG
843
Investment Research & Advisory Group
Georgia
$2.71M -$43.2K -172 -2%
GGI
844
GPM Growth Investors
Michigan
$2.71M -$918K -3,654 -25%
PRWA
845
Platte River Wealth Advisors
Colorado
$2.7M -$42.7K -170 -2%
PA
846
Pinnacle Associates
New York
$2.69M -$9.08M -36,124 -77%
CNC
847
Citizens & Northern Corp
Pennsylvania
$2.67M -$76.9K -306 -3%
DPIM
848
Duff & Phelps Investment Management
Illinois
$2.66M +$25.1K +100 +1%
BCP
849
Blackhawk Capital Partners
Wisconsin
$2.65M +$141K +751 +6%
SA
850
Strategic Advisors
New York
$2.65M +$223K +885 +9%
32 33
34
35 36