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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
+$519M
3
Polen Capital Management
Polen Capital Management
Florida
+$429M
4
DZ Bank
DZ Bank
Germany
+$294M
5
Bank of America
Bank of America
North Carolina
+$282M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$673M
2
Sands Capital Management
Sands Capital Management
Virginia
-$367M
3
MCMC
Matrix Capital Management Company
New Hampshire
-$345M
4
ECU
Egerton Capital (UK)
United Kingdom
-$258M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
976
RegentAtlantic Capital
New Jersey
$829K +$391K +2,714 +89%
CIA
977
CSat Investment Advisory
Michigan
$823K +$241K +1,674 +41%
Two Sigma Investments
978
Two Sigma Investments
New York
$823K +$307K +2,132 +59%
FEG
979
Financial Enhancement Group
Indiana
$822K +$822K +5,710 New
TI
980
Tidal Investments
Wisconsin
$821K +$241K +1,677 +42%
OSIA
981
O'Shares Investment Advisers
Massachusetts
$817K -$53.9K -374 -6%
Fiera Capital (Canada)
982
Fiera Capital (Canada)
Quebec, Canada
$816K +$25.2K +175 +3%
IWS
983
Insight Wealth Strategies
California
$811K -$1.41M -9,763 -63%
WP
984
WealthSource Partners
California
$811K -$160K -1,110 -16%
SL
985
Summitry LLC
California
$808K +$808K +5,612 New
CFFP
986
Center for Financial Planning
Michigan
$807K – – –
RAM
987
Redmond Asset Management
Virginia
$807K +$52.7K +366 +7%
ALAM
988
Asahi Life Asset Management
Japan
$806K +$653K +4,540 +428%
TRCT
989
Tower Research Capital (TRC)
New York
$805K +$727K +5,048 +935%
AWP
990
Ascent Wealth Partners
New York
$803K +$803K +5,581 New
FIM
991
Frontier Investment Management
Texas
$801K -$20.2K -140 -2%
MFG
992
MidWestOne Financial Group
Iowa
$791K -$7.78K -54 -1%
GFP
993
Gryphon Financial Partners
Ohio
$784K -$23.2K -161 -3%
BW
994
Bison Wealth
Georgia
$780K -$305K -2,117 -28%
RTC
995
Riverview Trust Company
Washington
$777K -$103K -712 -12%
BRG
996
Bay Rivers Group
Virginia
$777K +$27.6K +192 +4%
WAM
997
Wealthspire Advisors (Maryland)
Maryland
$770K +$53.4K +371 +7%
WSFS
998
Wilmington Savings Fund Society
Delaware
$766K +$29.3K +204 +4%
SWMG
999
Strategic Wealth Management Group
Maryland
$761K -$6.04K -42 -0.8%
SVCP
1000
Silicon Valley Capital Partners
California
$761K +$451K +3,131 +145%
38 39
40
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