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Salesforce
CRM

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 %
IIM
851
Ironwood Investment Management
Massachusetts
$1.29M -$65.7K -404 -5%
SFP
852
Shepherd Financial Partners
Massachusetts
$1.28M +$37.9K +233 +3%
OI
853
Oakbrook Investments
Illinois
$1.28M +$208K +1,279 +19%
VCM
854
Verde Capital Management
Michigan
$1.27M +$1.27M +7,834 New
WBC
855
West Branch Capital
Massachusetts
$1.27M -$195K -1,198 -13%
KWM
856
Kingsview Wealth Management
Oregon
$1.27M +$333K +2,046 +36%
ANRIA
857
American National Registered Investment Advisor
Texas
$1.27M +$813 +5 +0.1%
NSIM
858
North Star Investment Management
Illinois
$1.25M -$16.3K -100 -1%
BWM
859
Bernicke Wealth Management
Wisconsin
$1.25M +$40.5K +249 +3%
WPP
860
Whalerock Point Partners
Rhode Island
$1.24M -$4.07K -25 -0.3%
FTIOP
861
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.24M -$670K -4,122 -35%
SC
862
Slow Capital
California
$1.23M +$51.6K +317 +4%
BW
863
Bison Wealth
Georgia
$1.23M -$424K -2,605 -26%
EWM
864
Elmwood Wealth Management
California
$1.22M -$42.3K -260 -3%
HAG
865
HighPoint Advisor Group
Illinois
$1.22M +$349K +1,887 +40%
PMG
866
ProVise Management Group
Florida
$1.22M +$3.25K +20 +0.3%
IDBONY
867
Israel Discount Bank of New York
New York
$1.21M +$91.2K +561 +8%
NIP
868
Nicholas Investment Partners
California
$1.21M -$630K -3,875 -34%
AWM
869
Altium Wealth Management
New York
$1.19M +$1.79K +11 +0.2%
IBOK
870
Independence Bank of Kentucky
Kentucky
$1.19M +$35.8K +220 +3%
SAM
871
Sompo Asset Management
Japan
$1.19M +$356K +2,190 +43%
CWG
872
Cornerstone Wealth Group
North Carolina
$1.17M +$71.4K +439 +7%
BB
873
Bell Bank
North Dakota
$1.17M +$13.3K +82 +1%
TPWA
874
TRUE Private Wealth Advisors
Oregon
$1.16M +$183K +1,128 +19%
CAM
875
Cresset Asset Management
Illinois
$1.16M +$237K +1,460 +26%
33 34
35
36 37