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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 %
FAM
876
Fulcrum Asset Management
United Kingdom
$2.56M -$2.37M – –
LC
877
Longitude (Cayman)
Cayman Islands
$2.56M +$2.56M +11,500 New
TI
878
Tidal Investments
Wisconsin
$2.56M +$516K +2,317 +25%
JWCA
879
J.W. Cole Advisors
Florida
$2.53M +$472K +2,121 +23%
UH
880
Unigestion Holding
Switzerland
$2.52M +$1.27M +5,719 +102%
KWM
881
Kingsview Wealth Management
Oregon
$2.52M +$559K +2,514 +29%
CC
882
Claybrook Capital
Massachusetts
$2.52M +$2.52M +11,300 New
PTC
883
Private Trust Company
Ohio
$2.51M -$32.7K -147 -1%
BCM
884
Boltwood Capital Management
California
$2.51M -$128K -575 -5%
DCM
885
Davidson Capital Management
Texas
$2.51M +$1.46M +6,574 +140%
ECG
886
EPIQ Capital Group
California
$2.49M +$1.65M +7,400 +195%
PH
887
Pinnacle Holdings
Oklahoma
$2.48M -$20.9K -94 -0.8%
SBH
888
Segall Bryant & Hamill
Illinois
$2.47M +$229K +1,032 +10%
TH
889
TCTC Holdings
Texas
$2.47M – – –
IRAG
890
Investment Research & Advisory Group
Georgia
$2.46M +$65.6K +295 +3%
Koshinski Asset Management
891
Koshinski Asset Management
Illinois
$2.45M +$36K +162 +1%
FSCP
892
Franklin Street Capital Partners
New York
$2.45M +$2.45M +11,000 New
CAM
893
Cypress Asset Management
Texas
$2.44M +$4.45K +20 +0.2%
UR
894
USCA RIA
Texas
$2.44M +$394K +1,769 +19%
RC
895
Roundview Capital
New Jersey
$2.43M -$249K -1,120 -9%
FDS
896
Freedom Day Solutions
Texas
$2.43M -$71.9K -323 -3%
NCGI
897
Next Century Growth Investors
Minnesota
$2.42M -$116K -520 -5%
ZCA
898
Zeke Capital Advisors
Pennsylvania
$2.42M +$509K +2,286 +27%
MCM
899
MAI Capital Management
Ohio
$2.41M -$151K -678 -6%
NL
900
NVWM LLC
Pennsylvania
$2.41M -$726K -3,263 -23%
34 35
36
37 38