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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 %
VC
851
Voit & Company
Wisconsin
$2.65M -$76.7K -305 -3%
VCM
852
Virtue Capital Management
Tennessee
$2.63M +$654K +2,604 +33%
CAL
853
Capital Analysts LLC
Pennsylvania
$2.62M +$504K +2,005 +24%
CGL
854
Clarius Group LLC
Washington
$2.61M +$105K +419 +4%
LWS
855
Lucia Wealth Services
California
$2.59M +$701K +2,787 +37%
SCA
856
Snowden Capital Advisors
New York
$2.58M +$66.9K +266 +3%
FDCDDQ
857
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.58M -$38.5K -153 -1%
SB
858
Simmons Bank
Arkansas
$2.58M -$1.32M -5,238 -34%
GCM
859
Glynn Capital Management
California
$2.57M -$51.6M -205,443 -95%
EI
860
Ethic Inc
New York
$2.57M +$822K +3,271 +47%
IMRF
861
Illinois Municipal Retirement Fund
Illinois
$2.56M +$2.56M +10,204 New
ATC
862
Argent Trust Co
Tennessee
$2.56M +$1.03M +4,115 +68%
SBH
863
Segall Bryant & Hamill
Illinois
$2.55M -$51.4K -204 -2%
NFC
864
Northeast Financial Consultants
Connecticut
$2.55M -$823K -3,277 -24%
AIA
865
Avalon Investment & Advisory
Texas
$2.52M +$307K +1,221 +14%
ZB
866
Zions Bancorporation
Utah
$2.51M +$122K +486 +5%
IC
867
Intersect Capital
California
$2.51M +$254K +1,010 +11%
HFRG
868
Houlihan Financial Resource Group
Virginia
$2.5M +$2.5M +9,850 New
AC
869
Avestar Capital
New York
$2.49M -$461K -1,907 -16%
AA
870
ALPS Advisors
Colorado
$2.48M -$1.16M -4,621 -32%
KA
871
Kovack Advisors
Florida
$2.48M -$73.1K -291 -3%
IAS
872
IMA Advisory Services
Colorado
$2.47M -$88.2K -351 -3%
BA
873
Birinyi Associates
Connecticut
$2.46M – – –
CPA
874
Capital Planning Advisors
California
$2.46M +$169K +671 +7%
JG
875
Jefferies Group
New York
$2.46M -$10.1M -40,349 -81%
33 34
35
36 37