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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 %
VLKIM
951
Van Lanschot Kempen Investment Management
Netherlands
$895K +$895K +5,504 New
Lido Advisors
952
Lido Advisors
California
$890K +$387K +2,383 +77%
CHAM
953
Clear Harbor Asset Management
Connecticut
$889K -$27.6K -170 -3%
HIIFS
954
Harel Insurance Investments & Financial Services
Israel
$884K +$770K +4,733 +676%
CLOS
955
Compagnie Lombard Odier SCmA
Switzerland
$877K -$1.62M -9,970 -65%
SWMG
956
Strategic Wealth Management Group
Maryland
$867K +$4.07K +25 +0.5%
Assenagon Asset Management
957
Assenagon Asset Management
Luxembourg
$857K +$857K +5,271 New
DA
958
Duality Advisers
Florida
$857K +$857K +5,271 New
CT
959
Coastline Trust
Rhode Island
$852K -$211K -1,300 -20%
CBT
960
Capital Bank & Trust
California
$852K -$34.5K -212 -4%
RAM
961
Redmond Asset Management
Virginia
$852K +$19K +117 +2%
LB
962
Legacy Bridge
Iowa
$852K +$22.8K +140 +3%
ATC
963
Argent Trust Co
Tennessee
$849K +$15.5K +95 +2%
BRG
964
Bay Rivers Group
Virginia
$847K +$847K +5,205 New
BWM
965
BigSur Wealth Management
Florida
$846K – – –
HCM
966
Highlander Capital Management
New Jersey
$842K +$65.1K +400 +8%
MWM
967
Meridian Wealth Management
Kentucky
$840K -$14.3K -88 -2%
WSFS
968
Wilmington Savings Fund Society
Delaware
$833K – – –
FQ
969
First Quadrant
California
$831K -$393K -2,413 -32%
BCWM
970
Blue Chip Wealth Management
Florida
$829K +$813 +5 +0.1%
PAS
971
Park Avenue Securities
New York
$828K +$255K +1,568 +44%
LWAC
972
Laurel Wealth Advisors (California)
California
$818K -$225K -1,384 -22%
CF
973
Centaurus Financial
California
$818K +$122K +752 +18%
EFS
974
Essex Financial Services
Connecticut
$817K +$75.3K +463 +10%
CG
975
Cutler Group
California
$816K -$3.17M -19,500 -80%
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