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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 %
WAOTB
851
Wealth Advisors of Tampa Bay
Florida
$2.8M -$326K -1,463 -10%
EI
852
Ethic Inc
New York
$2.77M +$501K +2,253 +22%
BB
853
Berkshire Bank
Massachusetts
$2.75M +$82.3K +370 +3%
NB
854
NBT Bank
New York
$2.75M +$173K +778 +7%
IPAM
855
ICICI Prudential Asset Management
India
$2.75M +$2.75M +12,340 New
MF
856
Magnetar Financial
Illinois
$2.74M +$1.89M +8,476 +220%
AAS
857
Annex Advisory Services
Wisconsin
$2.74M +$2.47M +11,083 +909%
CGL
858
Clarius Group LLC
Washington
$2.74M +$431K +1,937 +19%
BCCM
859
Bridge Creek Capital Management
Massachusetts
$2.72M +$1.59M +23,726 +141%
LNC
860
Lincoln National Corp
Pennsylvania
$2.71M -$669K -3,008 -20%
DAS
861
Dynamic Advisor Solutions
Arizona
$2.7M -$309K -1,390 -10%
TFS
862
Thoroughbred Financial Services
Tennessee
$2.69M +$1.1M +4,949 +69%
LFA
863
Lighthouse Financial Advisors
Maryland
$2.69M +$193K +869 +8%
CMANY
864
Capital Management Associates (New York)
New York
$2.68M +$112K +502 +4%
FI
865
FormulaFolio Investments
Michigan
$2.68M +$971K +4,363 +57%
IWP
866
Icon Wealth Partners
Texas
$2.68M +$526K +2,366 +24%
IA
867
IndexIQ Advisors
New York
$2.68M +$1.24M +5,577 +86%
SAI
868
Systematic Alpha Investments
New Jersey
$2.65M +$2.65M +11,900 New
AIA
869
Avalon Investment & Advisory
Texas
$2.64M +$410K +1,841 +18%
SCA
870
Snowden Capital Advisors
New York
$2.62M +$331K +1,489 +14%
RFMS
871
RWQ Financial Management Services
Florida
$2.61M +$2.61M +11,725 New
EGM
872
Engineers Gate Manager
New York
$2.6M -$1.35M -6,074 -34%
BAM
873
Beaumont Asset Management
Texas
$2.59M +$17.4K +78 +0.7%
ATC
874
Argent Trust Co
Tennessee
$2.58M +$313K +1,408 +14%
LSA
875
L & S Advisors
California
$2.58M -$2.3M -10,349 -47%
33 34
35
36 37