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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 %
AC
826
Avestar Capital
New York
$3.04M +$748K +3,359 +33%
EBT
827
Enterprise Bank & Trust
Massachusetts
$3.03M -$132K -594 -4%
AIP
828
Ameritas Investment Partners
Nebraska
$3.02M -$141K -634 -4%
LSPW
829
Lake Street Private Wealth
Illinois
$3.02M +$80.1K +360 +3%
BL
830
BFSG LLC
California
$2.99M +$244K +1,095 +9%
CS
831
Comerica Securities
Michigan
$2.98M -$171K -769 -5%
AFA
832
Arlington Financial Advisors
California
$2.98M +$35.8K +161 +1%
CC
833
Courier Capital
New York
$2.96M +$77.9K +350 +3%
SIM
834
Stratos Investment Management
Ohio
$2.95M -$640K -2,877 -18%
HNW
835
High Note Wealth
Minnesota
$2.94M +$2.94M +13,200 New
MYAM
836
Meiji Yasuda Asset Management
Japan
$2.92M -$74.1K -333 -2%
SM
837
SG3 Management
Puerto Rico
$2.92M +$2.92M +13,100 New
LW
838
Linscomb Wealth
Texas
$2.91M +$36.7K +165 +1%
CIA
839
Capital Impact Advisors
Massachusetts
$2.89M -$223K -1,000 -7%
JAMH
840
Junson Asset Management (HK)
Hong Kong
$2.89M +$2.89M +13,000 New
OPS
841
Orion Portfolio Solutions
Nebraska
$2.89M +$903K +4,056 +45%
PRWA
842
Platte River Wealth Advisors
Colorado
$2.89M +$498K +2,239 +21%
SA
843
Strategic Advisors
New York
$2.88M +$589K +2,702 +26%
ACM
844
Alpha Capital Management
Texas
$2.88M +$199K +896 +7%
P
845
Pitcairn
Pennsylvania
$2.88M -$3.17M -14,231 -52%
CI
846
Conning Inc
Connecticut
$2.87M +$8.9K +40 +0.3%
AL
847
Aspiriant LLC
California
$2.87M +$316K +1,418 +12%
GCM
848
Gladius Capital Management
Illinois
$2.86M +$2.48M +11,122 +647%
TC
849
Telemus Capital
Michigan
$2.83M +$967K +4,345 +52%
ERWM
850
Elk River Wealth Management
Colorado
$2.81M +$2.81M +12,635 New
32 33
34
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