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Salesforce
CRM

Overview Fund Activity

1,574 hedge funds and large institutions have $120B invested in Salesforce in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 629 increasing their positions, 496 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,574
Holders Change
+155
Holders Change %
+10.92%
% of All Funds
31.08%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.76%
New
264
Increased
629
Reduced
496
Closed
89
Calls
$1.88B
Puts
$2.72B
Net Calls
-$841M
Net Calls Change
-$524M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$501M
2
ClearBridge Investments
ClearBridge Investments
New York
+$457M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$283M
4
FCM
Farallon Capital Management
California
+$281M
5
Morgan Stanley
Morgan Stanley
New York
+$228M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$441M
2
Jennison Associates
Jennison Associates
New York
-$277M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$272M
4
Tiger Global Management
Tiger Global Management
New York
-$271M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
976
Paloma Partners
Connecticut
$813K -$1.89M -11,594 -70%
SPM
977
Symmetry Peak Management
Pennsylvania
$813K +$813K +5,000 New
MOS
978
MGO One Seven
Ohio
$810K -$228K -1,401 -22%
WAM
979
Wealthspire Advisors (Maryland)
Maryland
$810K +$108K +663 +15%
M
980
Mirova
France
$808K +$514K +3,158 +175%
BWM
981
Buckley Wealth Management
Nevada
$801K -$47.2K -290 -6%
CSS
982
Cubist Systematic Strategies
Connecticut
$792K -$7.8M -47,962 -91%
FCA
983
FinTrust Capital Advisors
South Carolina
$792K +$22.4K +138 +3%
CCM
984
Compton Capital Management
Rhode Island
$790K – – –
MIM
985
Moseley Investment Management
Florida
$788K +$18.9K +116 +2%
GRP
986
Global Retirement Partners
California
$786K -$1.45M -8,940 -65%
SFSIG
987
San Francisco Sentry Investment Group
California
$782K -$163 -1 -0%
BS
988
Bessemer Securities
New York
$781K – – –
AWM
989
Avior Wealth Management
Nebraska
$778K +$39K +282 +5%
FBT
990
First Bank & Trust
South Dakota
$774K -$76K -467 -9%
CT
991
Columbia Trust
Oregon
$768K +$768K +4,728 New
EWM
992
EPG Wealth Management
Georgia
$766K +$766K +4,712 New
SIG
993
Sargent Investment Group
Maryland
$764K – – –
WA
994
Wealth Advisors
California
$764K +$764K +4,000 New
PPW
995
Parcion Private Wealth
Washington
$763K +$763K +4,689 New
SRC
996
Sage Rhino Capital
California
$759K -$5.41K -30 -0.7%
FC
997
Ferris Capital
Massachusetts
$759K +$349K +2,145 +85%
BSW
998
Buckingham Strategic Wealth
Missouri
$749K +$261K +1,605 +54%
TI
999
tru Independence
Oregon
$748K +$748K +5,190 New
JWS
1000
Juncture Wealth Strategies
Arizona
$742K -$18.9K -116 -2%
38 39
40
41 42