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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 %
FC
876
Ferris Capital
Massachusetts
$1.23M +$554K +3,850 +83%
CCT
877
Chemung Canal Trust
New York
$1.22M -$258K -1,789 -17%
FC
878
FORA Capital
Florida
$1.21M +$779K +5,412 +180%
BO
879
Bank OZK
Arkansas
$1.21M +$36.2K +251 +3%
M
880
Mirova
France
$1.21M +$492K +3,417 +69%
PFO
881
Pathstone Family Office
New Jersey
$1.21M +$13K +90 +1%
CRIG
882
Charter Research & Investment Group
Connecticut
$1.2M +$49K +340 +4%
KWM
883
Kingsview Wealth Management
Oregon
$1.19M +$66.7K +463 +6%
IFWM
884
Institute for Wealth Management
Colorado
$1.18M -$71.1K -494 -6%
VCM
885
Verde Capital Management
Michigan
$1.18M +$54.7K +380 +5%
PCIA
886
Prime Capital Investment Advisors
Kansas
$1.18M +$220K +1,526 +23%
EWM
887
Elmwood Wealth Management
California
$1.18M +$301K +2,585 +34%
PFM
888
Patton Fund Management
Texas
$1.17M -$507K -3,521 -30%
ED
889
Exane Derivatives
France
$1.17M -$275K -1,910 -19%
Jacobs Levy Equity Management
890
Jacobs Levy Equity Management
New Jersey
$1.17M – – –
SACTSONJ
891
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.15M – – –
ZB
892
Zions Bancorporation
Utah
$1.15M -$3.31K -23 -0.3%
IC
893
Intersect Capital
California
$1.14M +$131K +911 +13%
RCM
894
Riverpark Capital Management
New York
$1.14M -$3.02M -20,999 -73%
SFP
895
Shepherd Financial Partners
Massachusetts
$1.14M +$8.48K +59 +0.8%
WI
896
Wintrust Investments
Illinois
$1.13M +$597K +3,993 +112%
PSUF
897
People's United Financial
Connecticut
$1.13M -$1.55M -10,746 -58%
NSIM
898
North Star Investment Management
Illinois
$1.13M +$21.6K +150 +2%
IIM
899
Ironwood Investment Management
Massachusetts
$1.13M -$13.4K -93 -1%
HIM
900
Hotaling Investment Management
Pennsylvania
$1.13M -$37.6K -261 -3%
34 35
36
37 38