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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 %
MIA
951
MainStreet Investment Advisors
Illinois
$931K +$931K +6,463 New
DP
952
Dearborn Partners
Illinois
$925K +$3.6K +25 +0.4%
AC
953
Avestar Capital
New York
$924K +$126K +874 +16%
DP
954
Denver PWM
Colorado
$913K +$816 +6 +0.1%
DAM
955
Doheny Asset Management
California
$912K – – –
FI
956
FormulaFolio Investments
Michigan
$910K -$244K -1,695 -21%
SSWM
957
Sheets Smith Wealth Management
North Carolina
$909K +$14.4K +100 +2%
FMLI
958
Fukoku Mutual Life Insurance
Japan
$904K -$367K -2,550 -29%
AFAS
959
Acorn Financial Advisory Services
Virginia
$904K +$9.22K +64 +1%
MWA
960
Meridian Wealth Advisors
Texas
$901K -$74.3K -516 -8%
IHL
961
Investment House LLC
California
$896K -$30.9K -215 -3%
JT
962
Jump Trading
Illinois
$891K +$261K +1,813 +41%
ATWA
963
Arbor Trust Wealth Advisors
Michigan
$890K -$4.03K -28 -0.5%
JDR
964
Jay D. Rosenbaum
$885K +$12.2K +85 +1%
IAIM
965
International Assets Investment Management
Florida
$882K +$882K +6,123 New
BWAM
966
Boyd Watterson Asset Management
Ohio
$869K -$13.5K -94 -2%
BEC
967
Blue Edge Capital
Virginia
$869K +$291K +2,020 +50%
JG
968
Jefferies Group
New York
$867K -$1.55M -10,727 -64%
RBFC
969
Roman Butler Fullerton & Co
Missouri
$863K +$24.5K +170 +3%
FI
970
Fosun International
China
$854K +$854K +5,700 New
BCM
971
Brown Capital Management
Maryland
$851K – – –
IA
972
IFP Advisors
Florida
$841K -$1.4M -9,029 -62%
HFRG
973
Houlihan Financial Resource Group
Virginia
$839K +$5.04K +35 +0.6%
ATC
974
Argent Trust Co
Tennessee
$835K +$83K +576 +11%
SFI
975
SPC Financial Inc
Maryland
$830K -$15.7K -109 -2%
37 38
39
40 41