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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 %
EWM
926
Executive Wealth Management
Michigan
$1.04M -$153K -1,063 -13%
BB
927
Bell Bank
North Dakota
$1.04M +$5.47K +38 +0.5%
PIM
928
Penobscot Investment Management
Massachusetts
$1.03M +$104K +720 +11%
BOM
929
Bank of Marin
California
$1.03M – – –
TPWA
930
TRUE Private Wealth Advisors
Oregon
$1.03M -$4.03K -28 -0.4%
LCP
931
Legacy Capital Partners
Wisconsin
$1.02M – – –
MFS
932
Mirabella Financial Services
United Kingdom
$998K -$780K -5,418 -44%
VR
933
Viridian RIA
Washington
$990K -$19.9K -138 -2%
SJIM
934
St. Johns Investment Management
Florida
$985K +$57.6K +400 +6%
CCA
935
Checchi Capital Advisers
California
$984K -$8.21K -57 -0.8%
NB
936
Nicolet Bankshares
Wisconsin
$984K – – –
GBT
937
Grove Bank & Trust
Florida
$979K +$107K +743 +12%
FSA
938
Financial Sense Advisors
California
$974K +$974K +6,765 New
RHBC
939
R.H. Bluestein & Co
Michigan
$973K -$29.8M -206,756 -97%
RG
940
Rikoon Group
New Mexico
$972K – – –
FQ
941
First Quadrant
California
$964K +$229K +1,587 +31%
PCS
942
Personal CFO Solutions
New Jersey
$961K +$353K +2,451 +58%
SWIG
943
Strategic Wealth Investment Group
Kentucky
$955K +$35.1K +244 +4%
IIA
944
IPG Investment Advisors
California
$955K +$162K +1,125 +20%
EMG
945
ETF Managers Group
New Jersey
$950K -$73.5K -491 -7%
KC
946
Kingfisher Capital
North Carolina
$950K +$477K +3,315 +101%
GVAG
947
Great Valley Advisor Group
Delaware
$948K +$43.8K +304 +5%
EAM
948
Eagle Asset Management
Florida
$941K +$58K +403 +7%
CCM
949
Cribstone Capital Management
Maine
$934K +$7.2K +50 +0.8%
LWS
950
Lucia Wealth Services
California
$933K -$522K -3,629 -36%
36 37
38
39 40