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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 %
CBB
951
Citizens Business Bank
California
$2.01M -$65.6K -295 -3%
STC
952
Sarah T. Connolly
$2.01M +$2.01M +9,033 New
BRWM
953
B. Riley Wealth Management
Tennessee
$2.01M +$356K +1,601 +22%
V
954
VeraBank
Texas
$2.01M -$55.9K -251 -3%
BCM
955
Bridgeway Capital Management
Texas
$2M +$2M +9,000 New
IFWM
956
Institute for Wealth Management
Colorado
$2M +$107K +483 +6%
CAL
957
Capital Analysts LLC
Pennsylvania
$2M -$322K -1,447 -14%
Credit Agricole
958
Credit Agricole
France
$2M +$1.01M +4,539 +102%
CA
959
Clearstead Advisors
Ohio
$1.99M +$1.03M +4,634 +107%
GBT
960
Grove Bank & Trust
Florida
$1.99M +$70.8K +318 +4%
NW
961
NewEdge Wealth
Pennsylvania
$1.96M +$1.96M +8,798 New
IB
962
Intrust Bank
Kansas
$1.95M -$13.4K -60 -0.7%
EF
963
Empirical Finance
Pennsylvania
$1.95M +$362K +1,627 +23%
VCM
964
Verde Capital Management
Michigan
$1.95M +$236K +1,062 +14%
PCIA
965
Prime Capital Investment Advisors
Kansas
$1.95M +$430K +1,933 +28%
AC
966
Asio Capital
Kentucky
$1.95M +$1.95M +8,740 New
APA
967
American Portfolios Advisors
New York
$1.94M -$627K -2,818 -24%
FC
968
Ferris Capital
Massachusetts
$1.94M – – –
VPIM
969
Vanguard Personalized Indexing Management
California
$1.94M +$265K +1,191 +16%
IP
970
Intellectus Partners
California
$1.94M +$147K +660 +8%
WBC
971
West Branch Capital
Massachusetts
$1.93M +$5.34K +24 +0.3%
IC
972
Inscription Capital
Texas
$1.93M -$1.11K -5 -0.1%
MJB
973
Mark J. Bradley
$1.92M +$1.92M +8,618 New
CIA
974
Cohen Investment Advisors
New Hampshire
$1.9M +$1.9M +8,555 New
BO
975
Bank OZK
Arkansas
$1.9M -$31.8K -143 -2%
37 38
39
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