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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 %
WPP
851
Whalerock Point Partners
Rhode Island
$1.32M +$226K +1,570 +21%
SGI
852
Summit Global Investments
Utah
$1.32M +$1.32M +9,165 New
LFA
853
Lighthouse Financial Advisors
Maryland
$1.32M -$43.5K -302 -3%
VAS
854
Vestmark Advisory Solutions
Massachusetts
$1.31M +$1.31M +9,061 New
S
855
SignatureFD
Georgia
$1.3M +$444K +3,083 +52%
IB
856
Intrust Bank
Kansas
$1.3M +$15.4K +107 +1%
ACM
857
Alpha Capital Management
Texas
$1.3M +$65.1K +452 +5%
AWM
858
Avior Wealth Management
Nebraska
$1.29M +$553K +4,201 +75%
NFG
859
Nations Financial Group
Iowa
$1.29M +$33.1K +230 +3%
CAL
860
Capital Analysts LLC
Pennsylvania
$1.28M -$15.4K -107 -1%
DC
861
Davenport & Co
Virginia
$1.28M -$14.5K -101 -1%
IWM
862
IHT Wealth Management
Illinois
$1.28M +$9.21K +64 +0.7%
TIA
863
Tiemann Investment Advisors
California
$1.27M +$10.8K +75 +0.9%
IIM
864
Intact Investment Management
Quebec, Canada
$1.27M – – –
JSL
865
JT Stratford LLC
Georgia
$1.27M -$204K -1,420 -14%
Connor, Clark & Lunn Investment Management (CC&L)
866
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.26M +$1.26M +8,752 New
MCM
867
Mainstay Capital Management
Michigan
$1.25M -$80.3K -583 -6%
TFS
868
Thoroughbred Financial Services
Tennessee
$1.25M +$642K +4,463 +106%
AWM
869
Altium Wealth Management
New York
$1.25M +$194K +1,346 +18%
CC
870
Cadinha & Co
Hawaii
$1.24M +$35.3K +245 +3%
IAA
871
Independent Advisor Alliance
North Carolina
$1.24M +$256K +1,777 +26%
SM
872
Sciencast Management
New Jersey
$1.24M +$526K +3,961 +74%
RI
873
Redwood Investments
Massachusetts
$1.24M -$2.03M -14,093 -62%
FPA
874
First Pacific Advisors
California
$1.23M +$605K +4,200 +97%
LW
875
Linscomb Wealth
Texas
$1.23M +$240K +1,670 +24%
33 34
35
36 37