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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 %
RTC
926
Riverview Trust Company
Washington
$994K -$32.4K -199 -3%
JDR
927
Jay D. Rosenbaum
$985K -$21.3K -131 -2%
GBT
928
Grove Bank & Trust
Florida
$985K +$86.3K +531 +10%
OSIA
929
O'Shares Investment Advisers
Massachusetts
$984K -$128K -785 -11%
S
930
SignatureFD
Georgia
$972K +$219K +1,349 +29%
FHA
931
Flagship Harbor Advisors
Massachusetts
$966K -$105K -648 -10%
BCM
932
Brown Capital Management
Maryland
$961K +$5.37K +33 +0.6%
SM
933
Sciencast Management
New Jersey
$956K -$2.18M -12,233 -70%
SFI
934
SPC Financial Inc
Maryland
$956K +$79.7K +490 +9%
RBFC
935
Roman Butler Fullerton & Co
Missouri
$947K +$24.1K +148 +3%
1WA
936
180 Wealth Advisors
Washington
$946K -$18.6K -103 -2%
WEC
937
Winslow Evans & Crocker
Massachusetts
$944K +$445K +2,726 +89%
HFRG
938
Houlihan Financial Resource Group
Virginia
$942K +$942K +5,791 New
FIM
939
Frontier Investment Management
Texas
$927K +$927K +5,700 New
OFS
940
Orrstown Financial Services
Pennsylvania
$913K -$667K -3,686 -42%
DAM
941
Doheny Asset Management
California
$912K -$326K -2,004 -26%
GFP
942
Gryphon Financial Partners
Ohio
$911K +$260K +1,600 +40%
CFFP
943
Center for Financial Planning
Michigan
$911K +$911K +5,602 New
KAM
944
Karani Asset Management
New York
$908K +$908K +5,585 New
B
945
Barings
North Carolina
$905K -$144K -887 -14%
MFG
946
MidWestOne Financial Group
Iowa
$902K -$25.7K -158 -3%
AC
947
Avestar Capital
New York
$902K +$153K +939 +20%
LSA
948
L & S Advisors
California
$901K -$3.26M -20,057 -78%
IIA
949
IPG Investment Advisors
California
$895K +$292K +1,795 +48%
Fiera Capital (Canada)
950
Fiera Capital (Canada)
Quebec, Canada
$895K -$148K -908 -14%
36 37
38
39 40