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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 %
GGI
901
GPM Growth Investors
Michigan
$2.4M -$890 -4 -0%
IC
902
Intersect Capital
California
$2.4M +$176K +791 +8%
KFS
903
Kaizen Financial Strategies
California
$2.38M +$2.38M +10,713 New
S
904
Seeyond
France
$2.38M -$388K -1,745 -14%
RIA
905
Regal Investment Advisors
Michigan
$2.37M +$2.37M +10,663 New
CNC
906
Citizens & Northern Corp
Pennsylvania
$2.37M +$3.12K +14 +0.1%
DPIM
907
Duff & Phelps Investment Management
Illinois
$2.37M +$11.1K +50 +0.5%
HIP
908
Harrell Investment Partners
Texas
$2.37M -$83.2K -374 -3%
GIA
909
Granite Investment Advisors
New Hampshire
$2.36M -$631K -2,838 -21%
CPA
910
Capital Planning Advisors
California
$2.36M +$181K +811 +8%
FMI
911
F/M Investments
District of Columbia
$2.35M +$2.35M +10,538 New
NFC
912
Northeast Financial Consultants
Connecticut
$2.34M +$84.6K +380 +4%
RA
913
Rational Advisors
New York
$2.34M +$2.33M +10,455 +23,233%
VIA
914
Vident Investment Advisory
Georgia
$2.34M +$167K +750 +8%
CLOS
915
Compagnie Lombard Odier SCmA
Switzerland
$2.31M +$1.45M +6,499 +168%
KLCM
916
KG&L Capital Management
Louisiana
$2.3M +$2.3M +10,348 New
CAM
917
CenterStar Asset Management
Illinois
$2.3M -$1.31M – –
SB
918
Simmons Bank
Arkansas
$2.3M +$13.4K +60 +0.6%
FIA
919
FNY Investment Advisers
New York
$2.29M +$676K +3,036 +42%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
920
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.27M -$158K -712 -7%
GCM
921
Glynn Capital Management
California
$2.27M – – –
WA
922
Winfield Associates
Ohio
$2.27M +$148K +664 +7%
DT
923
Diversified Trust
Tennessee
$2.27M +$311K +1,398 +16%
TC
924
TwinBeech Capital
New York
$2.26M +$2.26M +10,152 New
PAS
925
Park Avenue Securities
New York
$2.23M +$655K +2,945 +42%
35 36
37
38 39