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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 %
IIM
951
Intact Investment Management
Quebec, Canada
$1.86M -$151K -600 -8%
BB
952
Bell Bank
North Dakota
$1.85M +$59.3K +236 +3%
AF
953
Aldebaran Financial
$1.84M +$37.7K +150 +2%
FIA
954
FNY Investment Advisers
New York
$1.83M +$1.83M +7,265 New
IIM
955
Ironwood Investment Management
Massachusetts
$1.82M -$28.9K -115 -2%
TFS
956
Thoroughbred Financial Services
Tennessee
$1.8M +$84.7K +337 +5%
EF
957
Empirical Finance
Pennsylvania
$1.8M +$425K +1,691 +31%
RMAM
958
Raab & Moskowitz Asset Management
New Jersey
$1.79M -$973K -3,872 -35%
VR
959
Viridian RIA
Washington
$1.78M +$8.3K +33 +0.5%
PAS
960
Park Avenue Securities
New York
$1.78M +$40.5K +161 +2%
VLKIM
961
Van Lanschot Kempen Investment Management
Netherlands
$1.77M +$136K +541 +8%
PFM
962
Patton Fund Management
Texas
$1.76M +$1.76M +7,011 New
SCM
963
Shelton Capital Management
Colorado
$1.76M – – –
AT
964
Arden Trust
Delaware
$1.76M +$438K +1,744 +33%
MWM
965
Meridian Wealth Management
Kentucky
$1.76M +$709K +2,824 +68%
SC
966
Slow Capital
California
$1.75M -$6.29K -25 -0.4%
LC
967
Lunia Capital
Texas
$1.75M -$7.56M -30,102 -81%
CWAG
968
Compton Wealth Advisory Group
Virginia
$1.74M +$37.7K +150 +2%
MCM
969
Mainstay Capital Management
Michigan
$1.73M -$601K -2,390 -26%
SW
970
SlateStone Wealth
Florida
$1.73M +$1.32M +5,270 +328%
ACM
971
AlphaCrest Capital Management
New York
$1.72M +$1.72M +6,840 New
NSIM
972
North Star Investment Management
Illinois
$1.72M -$251K -1,000 -13%
PCIA
973
Prime Capital Investment Advisors
Kansas
$1.71M -$1.28M -5,112 -43%
CBT
974
Central Bank & Trust
Kentucky
$1.71M -$137K -546 -7%
LCP
975
Legacy Capital Partners
Wisconsin
$1.7M -$37.7K -150 -2%
37 38
39
40 41