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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 %
NFC
901
Northeast Financial Consultants
Connecticut
$1.09M +$42.3K +260 +4%
HI
902
Horizon Investments
North Carolina
$1.09M +$449K +2,760 +70%
PCIA
903
Prime Capital Investment Advisors
Kansas
$1.09M -$1.18M -7,258 -52%
HSA
904
HBK Sorce Advisory
Pennsylvania
$1.09M -$14.6K -90 -1%
PRWA
905
Platte River Wealth Advisors
Colorado
$1.07M +$1.07M +5,858 New
WANY
906
Wealthspire Advisors (New York)
New York
$1.07M +$718K +4,416 +207%
SAM
907
Symphony Asset Management
California
$1.05M -$203K -1,251 -16%
SJIM
908
St. Johns Investment Management
Florida
$1.05M +$94.2K +579 +10%
IHL
909
Investment House LLC
California
$1.05M – – –
CCM
910
Cribstone Capital Management
Maine
$1.05M +$24.6K +151 +2%
Qube Research & Technologies (QRT)
911
Qube Research & Technologies (QRT)
United Kingdom
$1.05M -$364K -2,237 -26%
PIM
912
Penobscot Investment Management
Massachusetts
$1.04M – – –
MIH
913
Meitav Investment House
Israel
$1.04M -$107K -660 -9%
DP
914
Dearborn Partners
Illinois
$1.04M +$57.4K +353 +6%
SWIG
915
Strategic Wealth Investment Group
Kentucky
$1.04M +$1.04M +6,387 New
NWS
916
Newport Wealth Strategies
California
$1.04M +$253K +1,440 +32%
SSG
917
Summit Securities Group
New York
$1.03M +$1.03M +6,300 New
GVAG
918
Great Valley Advisor Group
Delaware
$1.02M -$266K -1,635 -21%
AG
919
AlphaSimPlex Group
Massachusetts
$1.02M – – –
SSWM
920
Sheets Smith Wealth Management
North Carolina
$1.01M -$588K -3,613 -37%
ATWA
921
Arbor Trust Wealth Advisors
Michigan
$1.01M +$1.01M +6,208 New
AFAS
922
Acorn Financial Advisory Services
Virginia
$1.01M +$1.01M +6,213 New
KFP
923
KMG Fiduciary Partners
Ohio
$999K -$56.9K -350 -5%
EAM
924
Eagle Asset Management
Florida
$997K -$1.63M -10,017 -62%
BWAM
925
Boyd Watterson Asset Management
Ohio
$997K -$4.07K -25 -0.4%
35 36
37
38 39