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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
$677M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$642M
4
Morgan Stanley
Morgan Stanley
New York
$3.09B
5
VVP
Vulcan Value Partners
Alabama
$693M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$17.1B
2
Jennison Associates
Jennison Associates
New York
$2.22B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$359M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.15B
5
Brown Advisory
Brown Advisory
Maryland
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRF
76
Waddell & Reed Financial
Kansas
$285M +$35.4M +158,982 +14%
Stifel Financial
77
Stifel Financial
Missouri
$281M +$8.69M +39,036 +3%
Nordea Investment Management
78
Nordea Investment Management
Sweden
$278M +$16.4M +73,780 +6%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$274M -$2.86M -12,835 -1%
DVI
80
Deccan Value Investors
Connecticut
$268M +$47.4M +212,900 +21%
ROIC
81
Route One Investment Company
California
$262M -$19.9M -89,500 -7%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$260M +$1.45M +6,517 +0.6%
BNP Paribas Asset Management
83
BNP Paribas Asset Management
France
$257M +$77.9M +350,149 +43%
PAMU
84
Pictet Asset Management (UK)
United Kingdom
$256M -$10.1M -45,374 -4%
William Blair & Company
85
William Blair & Company
Illinois
$252M +$15.2M +68,100 +6%
National Pension Service
86
National Pension Service
South Korea
$245M +$17.9M +80,523 +8%
Lazard Asset Management
87
Lazard Asset Management
New York
$244M +$19M +85,328 +8%
SG Americas Securities
88
SG Americas Securities
New York
$241M +$165M +740,501 +216%
Bank Julius Baer & Co
89
Bank Julius Baer & Co
Switzerland
$241M +$29.5M +132,420 +14%
Mitsubishi UFJ Trust & Banking
90
Mitsubishi UFJ Trust & Banking
Japan
$241M -$12M -53,961 -5%
HA
91
HHLR Advisors
Cayman Islands
$239M +$18.6M +83,800 +8%
CG
92
Carmignac Gestion
France
$234M -$30.1M -135,455 -11%
Neuberger Berman Group
93
Neuberger Berman Group
New York
$230M -$70.6M -317,947 -23%
HCM
94
HMI Capital Management
California
$229M +$53.6M +240,672 +31%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$225M +$4.24M +19,069 +2%
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$219M -$29.5M -132,684 -12%
Westfield Capital Management
97
Westfield Capital Management
Massachusetts
$217M -$19.4M -87,361 -8%
HL
98
Harding Loevner
New Jersey
$215M +$3.73M +16,748 +2%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$213M -$30.9M -138,765 -13%
Federated Hermes
100
Federated Hermes
Pennsylvania
$213M -$95K -427 -0%
2 3
4
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