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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 %
IP
926
Intellectus Partners
California
$2.02M -$401K -1,594 -17%
RHBC
927
R.H. Bluestein & Co
Michigan
$2.01M -$45.2K -180 -2%
SACTSONJ
928
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.01M – – –
PMG
929
ProVise Management Group
Florida
$2.01M -$6.28K -25 -0.3%
SWIG
930
Strategic Wealth Investment Group
Kentucky
$2M +$165K +658 +9%
AWP
931
Ascent Wealth Partners
New York
$1.97M +$31.4K +125 +2%
SAM
932
Sompo Asset Management
Japan
$1.97M -$98K -390 -5%
SS
933
Sunbelt Securities
Texas
$1.97M -$349K -1,388 -15%
SJIM
934
St. Johns Investment Management
Florida
$1.96M +$24.1K +96 +1%
CS
935
Candriam SCA
Luxembourg
$1.96M -$1.97M – –
ANRIA
936
American National Registered Investment Advisor
Texas
$1.96M – – –
ACH
937
ArrowMark Colorado Holdings
Colorado
$1.95M – – –
BFM
938
Boothbay Fund Management
New York
$1.94M -$262K -1,041 -12%
FI
939
FormulaFolio Investments
Michigan
$1.93M -$63.8K -254 -3%
VCM
940
Verde Capital Management
Michigan
$1.93M -$1.26K -5 -0.1%
PIM
941
Penobscot Investment Management
Massachusetts
$1.93M – – –
ED
942
Exane Derivatives
France
$1.91M -$30.2K -120 -2%
HIM
943
Hotaling Investment Management
Pennsylvania
$1.9M -$20.4K -81 -1%
VPIM
944
Vanguard Personalized Indexing Management
California
$1.89M +$669K +2,663 +55%
RCA
945
Rowland Carmichael Advisors
Arizona
$1.89M +$289K +1,150 +18%
OCM
946
Oribel Capital Management
New York
$1.89M +$1.89M +7,500 New
TPWA
947
TRUE Private Wealth Advisors
Oregon
$1.88M -$1.26K -5 -0.1%
BRWM
948
B. Riley Wealth Management
Tennessee
$1.87M +$964K +3,836 +107%
FMB
949
Field & Main Bank
Kentucky
$1.87M -$141K -560 -7%
UBG
950
United Bank (Georgia)
Georgia
$1.87M -$147K -583 -7%
36 37
38
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