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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 %
TCM
876
Teza Capital Management
Illinois
$1.16M +$1.16M +7,158 New
BOM
877
Bank of Marin
California
$1.16M +$1.16M +7,136 New
RCG
878
Rock Creek Group
District of Columbia
$1.16M +$189K +1,162 +19%
EGM
879
Engineers Gate Manager
New York
$1.15M -$1.01M -6,180 -47%
LCP
880
Legacy Capital Partners
Wisconsin
$1.15M +$5.69K +35 +0.5%
AA
881
ALPS Advisors
Colorado
$1.14M +$31.9K +196 +3%
1832 Asset Management
882
1832 Asset Management
Ontario, Canada
$1.14M +$1.09M +7,761 +1,940%
IC
883
Intersect Capital
California
$1.14M -$158K -969 -12%
VR
884
Viridian RIA
Washington
$1.14M -$21.6K -133 -2%
YWP
885
YorkBridge Wealth Partners
New York
$1.14M +$1.14M +6,999 New
SCM
886
Shelton Capital Management
Colorado
$1.14M -$435K -2,675 -28%
VF
887
Virtu Financial
New York
$1.13M -$2.08M -12,771 -65%
GLR
888
Great Lakes Retirement
Ohio
$1.13M +$1.13M +6,890 New
PCM
889
Prelude Capital Management
New York
$1.13M -$1.18M -7,257 -51%
CCA
890
Checchi Capital Advisers
California
$1.12M +$146K +895 +15%
DP
891
Denver PWM
Colorado
$1.12M – – –
ACH
892
ArrowMark Colorado Holdings
Colorado
$1.12M +$96.2K +591 +9%
LW
893
Linscomb Wealth
Texas
$1.11M +$57.4K +353 +5%
IAA
894
Independent Advisor Alliance
North Carolina
$1.11M -$79.2K -487 -7%
NB
895
Nicolet Bankshares
Wisconsin
$1.11M -$20.3K -125 -2%
EMG
896
ETF Managers Group
New Jersey
$1.11M -$15.1K -93 -1%
MWA
897
Meridian Wealth Advisors
Texas
$1.1M +$38.2K +235 +4%
RG
898
Rikoon Group
New Mexico
$1.1M -$3.09K -19 -0.3%
WP
899
WealthSource Partners
California
$1.1M -$183K -1,124 -14%
QSS
900
Quantitative Systematic Strategies
Florida
$1.09M -$1.04M -6,372 -49%
34 35
36
37 38