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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 %
BPM
926
Blue Pool Management
Hong Kong
$2.23M -$2.23M -10,000 -50%
BBCM
927
Boardman Bay Capital Management
New York
$2.23M +$2.23M +10,000 New
IUHSA
928
Itau Unibanco Holding S.A.
Brazil
$2.23M +$2.23M +10,000 New
BOM
929
Bank of Marin
California
$2.22M +$83.7K +376 +4%
MS
930
Madden Securities
Texas
$2.17M +$923K +4,150 +74%
B
931
Barings
North Carolina
$2.16M -$703K -3,159 -25%
NFG
932
Nations Financial Group
Iowa
$2.15M +$231K +1,036 +12%
IWS
933
Insight Wealth Strategies
California
$2.14M – – –
PFO
934
Pathstone Family Office
New Jersey
$2.13M +$272K +1,223 +15%
TSWM
935
Triangle Securities Wealth Management
North Carolina
$2.12M -$13.6K -61 -0.6%
BFIM
936
Beese Fulmer Investment Management
Ohio
$2.11M +$1.46M +6,548 +222%
OSAM
937
O'Shaughnessy Asset Management
Connecticut
$2.1M +$300K +1,348 +17%
BTWM
938
Baker Tilly Wealth Management
Wisconsin
$2.09M +$2.09M +9,392 New
TCA
939
Transcend Capital Advisors
New Jersey
$2.06M +$668 +3 +0%
HCCM
940
Hudson Canyon Capital Management
New York
$2.06M +$2.06M +9,250 New
CM
941
Capula Management
Cayman Islands
$2.06M +$2.06M +9,246 New
MWA
942
Meridian Wealth Advisors
Texas
$2.06M +$167K +750 +9%
TIA
943
Tiemann Investment Advisors
California
$2.05M +$44.5K +200 +2%
SLG
944
Stanley-Laman Group
Pennsylvania
$2.04M -$17.1K -77 -0.8%
ED
945
Exane Derivatives
France
$2.03M +$341K +1,533 +20%
FTDI
946
First Trust Direct Indexing
Massachusetts
$2.03M +$2.03M +9,127 New
IBOK
947
Independence Bank of Kentucky
Kentucky
$2.03M +$161K +725 +9%
PAM
948
Paradigm Asset Management
New York
$2.03M +$712K +3,200 +54%
AWM
949
Altium Wealth Management
New York
$2.02M +$77.9K +350 +4%
PMG
950
ProVise Management Group
Florida
$2.02M +$240K +1,080 +14%
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