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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 %
BWM
901
Bernicke Wealth Management
Wisconsin
$1.12M +$18.7K +130 +2%
ANRIA
902
American National Registered Investment Advisor
Texas
$1.12M – – –
MMC
903
Mizuho Markets Cayman
Cayman Islands
$1.11M +$1.11M +7,739 New
EWA
904
EP Wealth Advisors
California
$1.11M -$204K -1,420 -16%
NFC
905
Northeast Financial Consultants
Connecticut
$1.11M +$147K +1,023 +15%
SLG
906
Stanley-Laman Group
Pennsylvania
$1.1M +$1.1M +7,647 New
TCOK
907
Trust Company of Kansas
Kansas
$1.1M +$1.1M +7,650 New
BHA
908
Beech Hill Advisors
New York
$1.09M +$705K +4,900 +181%
WBC
909
West Branch Capital
Massachusetts
$1.09M -$35.3K -245 -3%
VLKIM
910
Van Lanschot Kempen Investment Management
Netherlands
$1.09M +$298K +2,071 +38%
PTC
911
Private Trust Company
Ohio
$1.09M -$53.3K -370 -5%
ACH
912
ArrowMark Colorado Holdings
Colorado
$1.09M +$97.9K +680 +10%
FTIOP
913
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.09M -$7.2K -50 -0.7%
UBG
914
United Bank (Georgia)
Georgia
$1.08M -$304K -2,113 -22%
CWAG
915
Compton Wealth Advisory Group
Virginia
$1.07M -$86.4K -600 -7%
KAM
916
Karani Asset Management
New York
$1.07M +$269K +1,869 +33%
CPC
917
Congress Park Capital
New York
$1.07M -$210K -1,460 -16%
RIM
918
Rampart Investment Management
Connecticut
$1.07M -$2.27M -15,772 -68%
PMG
919
ProVise Management Group
Florida
$1.07M -$11.5K -80 -1%
IDBONY
920
Israel Discount Bank of New York
New York
$1.07M -$5.04K -35 -0.5%
HI
921
Horizon Investments
North Carolina
$1.06M +$99.5K +691 +10%
SC
922
Slow Capital
California
$1.05M -$38.6K -268 -4%
SCM
923
Shelton Capital Management
Colorado
$1.05M +$43.2K +300 +4%
IBOK
924
Independence Bank of Kentucky
Kentucky
$1.05M -$3.6K -25 -0.3%
SAM
925
Sompo Asset Management
Japan
$1.04M -$13K -90 -1%
35 36
37
38 39