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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 %
DT
901
Diversified Trust
Tennessee
$2.21M +$801K +3,185 +57%
AWM
902
Altium Wealth Management
New York
$2.2M +$53.3K +212 +2%
FC
903
Ferris Capital
Massachusetts
$2.19M +$11.6K +46 +0.5%
MCIA
904
Mountain Capital Investment Advisors
Colorado
$2.19M +$2.19M +8,196 New
IC
905
Inscription Capital
Texas
$2.18M +$144K +572 +7%
BO
906
Bank OZK
Arkansas
$2.18M -$72.1K -287 -3%
WBC
907
West Branch Capital
Massachusetts
$2.18M +$18.6K +74 +0.9%
NFG
908
Nations Financial Group
Iowa
$2.17M -$188K -748 -8%
GBT
909
Grove Bank & Trust
Florida
$2.17M +$135K +537 +7%
TC
910
Telemus Capital
Michigan
$2.16M -$131K -506 -6%
ZCA
911
Zeke Capital Advisors
Pennsylvania
$2.16M +$35.4K +141 +2%
HI
912
Horizon Investments
North Carolina
$2.16M -$872K -3,467 -29%
EPC
913
Emerson Point Capital
New York
$2.15M – – –
IFWM
914
Institute for Wealth Management
Colorado
$2.14M +$55.3K +220 +3%
MWA
915
Meridian Wealth Advisors
Texas
$2.13M -$4.78K -19 -0.2%
TA
916
Townsend & Associates
Colorado
$2.11M -$568K -2,136 -21%
IBOK
917
Independence Bank of Kentucky
Kentucky
$2.11M -$240K -955 -10%
PFO
918
Pathstone Family Office
New Jersey
$2.11M – – –
S
919
SignatureFD
Georgia
$2.1M +$138K +549 +7%
FPA
920
First Pacific Advisors
California
$2.1M -$52.8K -210 -2%
CPC
921
Congress Park Capital
New York
$2.09M +$361K +1,437 +21%
LOAME
922
Lombard Odier Asset Management (Europe)
United Kingdom
$2.08M +$2.08M +8,266 New
SFP
923
Shepherd Financial Partners
Massachusetts
$2.07M +$15.8K +63 +0.8%
RI
924
Redwood Investments
Massachusetts
$2.04M -$36.7K -146 -2%
OSAM
925
O'Shaughnessy Asset Management
Connecticut
$2.03M +$579K +2,304 +40%
35 36
37
38 39