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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
$1.57B
3
Polen Capital Management
Polen Capital Management
Florida
$873M
4
DZ Bank
DZ Bank
Germany
$301M
5
Bank of America
Bank of America
North Carolina
$1.59B

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
Sands Capital Management
Sands Capital Management
Virginia
$367M
3
MCMC
Matrix Capital Management Company
New Hampshire
$378M
4
ECU
Egerton Capital (UK)
United Kingdom
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$13B
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$187M -$26.3M -182,597 -12%
Assenagon Asset Management
77
Assenagon Asset Management
Luxembourg
$182M +$182M +1,261,872 +23,940%
PAMU
78
Pictet Asset Management (UK)
United Kingdom
$181M +$12.3M +85,154 +7%
Dimensional Fund Advisors
79
Dimensional Fund Advisors
Texas
$180M +$18.4M +127,756 +11%
ROIC
80
Route One Investment Company
California
$180M +$180M +1,249,000 New
FPM
81
Francisco Partners Management
California
$179M – – –
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$178M -$112M -779,057 -39%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$175M +$6.41M +44,234 +4%
TD Asset Management
84
TD Asset Management
Ontario, Canada
$170M +$5.36M +37,235 +3%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$169M – – –
Westfield Capital Management
86
Westfield Capital Management
Massachusetts
$166M +$4.03M +28,023 +2%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$164M +$27.9M +191,233 +21%
Tiger Global Management
88
Tiger Global Management
New York
$163M +$56.6M +393,104 +53%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$162M +$4.96M +34,440 +3%
Ensign Peak Advisors
90
Ensign Peak Advisors
Utah
$153M +$3.99M +27,698 +3%
Stifel Financial
91
Stifel Financial
Missouri
$150M -$14.6M -101,419 -9%
Nordea Investment Management
92
Nordea Investment Management
Sweden
$149M +$23.6M +158,795 +19%
APG Asset Management
93
APG Asset Management
Netherlands
$147M +$78.8M +547,165 +115%
William Blair & Company
94
William Blair & Company
Illinois
$147M +$11M +76,676 +8%
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$146M -$2.78M -19,300 -2%
National Pension Service
96
National Pension Service
South Korea
$145M +$1.93M +13,439 +1%
MG
97
Meritage Group
California
$143M +$30.9M +214,403 +28%
Federated Hermes
98
Federated Hermes
Pennsylvania
$142M -$13.2M -91,768 -9%
FWIA
99
Fort Washington Investment Advisors
Ohio
$141M +$9.1M +63,221 +7%
Citigroup
100
Citigroup
New York
$141M -$10.5M -72,714 -7%
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