CRM icon

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 %
VIA
876
Vident Investment Advisory
Georgia
$2.45M -$455K -1,808 -16%
IWP
877
Icon Wealth Partners
Texas
$2.44M +$1.89M +7,538 +351%
BOM
878
Bank of Marin
California
$2.42M +$71.6K +285 +3%
IWS
879
Insight Wealth Strategies
California
$2.41M +$595K +2,366 +33%
TSWM
880
Triangle Securities Wealth Management
North Carolina
$2.41M -$16.3K -65 -0.7%
WA
881
Winfield Associates
Ohio
$2.4M +$214K +853 +10%
FAM
882
Fulcrum Asset Management
United Kingdom
$2.37M -$2.56M -13,095 Closed
CBB
883
Citizens Business Bank
California
$2.35M +$18.1K +72 +0.8%
VWA
884
V Wealth Advisors
Kansas
$2.35M -$408K -1,624 -15%
V
885
VeraBank
Texas
$2.33M -$50.3K -200 -2%
TCA
886
Transcend Capital Advisors
New Jersey
$2.33M +$2.33M +9,267 New
EWM
887
Executive Wealth Management
Michigan
$2.33M +$400K +1,593 +21%
SLG
888
Stanley-Laman Group
Pennsylvania
$2.33M +$156K +619 +7%
JWCA
889
J.W. Cole Advisors
Florida
$2.32M +$2.32M +9,243 New
UR
890
USCA RIA
Texas
$2.31M -$158K -629 -6%
CIA
891
CSat Investment Advisory
Michigan
$2.31M +$92K +366 +4%
TI
892
Tidal Investments
Wisconsin
$2.3M +$94K +374 +4%
BWM
893
BNC Wealth Management
Oregon
$2.29M +$2.29M +9,122 New
APP
894
Avantax Planning Partners
Iowa
$2.27M -$191K -761 -8%
TIA
895
Tiemann Investment Advisors
California
$2.26M – – –
OPS
896
Orion Portfolio Solutions
Nebraska
$2.24M +$1.49M +5,945 +200%
JSL
897
JT Stratford LLC
Georgia
$2.23M -$15.6K -62 -0.7%
IB
898
Intrust Bank
Kansas
$2.22M +$16.1K +64 +0.7%
BP
899
Ballentine Partners
Massachusetts
$2.22M -$615K -2,446 -22%
KWM
900
Kingsview Wealth Management
Oregon
$2.21M -$151K -599 -6%
34 35
36
37 38