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Salesforce
CRM

Overview Fund Activity

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B

Top Buyers

1
State Street
State Street
Massachusetts
+$1.32B
2
Citadel Advisors
Citadel Advisors
Florida
+$356M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$327M
4
GQG Partners
GQG Partners
Florida
+$298M
5
Morgan Stanley
Morgan Stanley
New York
+$281M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1B
2
LPC
Lone Pine Capital
Connecticut
-$570M
3
Jennison Associates
Jennison Associates
New York
-$523M
4
MCM
Melvin Capital Management
New York
-$420M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
976
Center for Financial Planning
Michigan
$1.7M -$503 -2 -0%
MPWT
977
MassMutual Private Wealth & Trust
Connecticut
$1.68M +$1.52M +6,057 +990%
EAM
978
Eagle Asset Management
Florida
$1.66M +$1.48K +6 +0.1%
I
979
INVST
Indiana
$1.66M +$117K +460 +8%
IA
980
IFP Advisors
Florida
$1.65M +$152K +600 +10%
PSUF
981
People's United Financial
Connecticut
$1.65M -$162K -643 -9%
MOS
982
MGO One Seven
Ohio
$1.64M +$276K +1,097 +20%
SMH
983
Sanders Morris Harris
Texas
$1.64M +$1.31M +4,905 +397%
CDH
984
Charles D. Hyman
$1.64M +$283K +1,127 +21%
IA
985
IndexIQ Advisors
New York
$1.63M +$985K +3,917 +153%
BHA
986
Beech Hill Advisors
New York
$1.63M -$271K -1,080 -14%
BEC
987
Blue Edge Capital
Virginia
$1.62M -$16.3K -65 -1%
CWM
988
Calamos Wealth Management
Illinois
$1.61M -$69.4K -276 -4%
NB
989
Nicolet Bankshares
Wisconsin
$1.61M +$7.54K +30 +0.5%
CRIG
990
Charter Research & Investment Group
Connecticut
$1.6M -$490K -1,951 -23%
HSA
991
HBK Sorce Advisory
Pennsylvania
$1.59M -$93.5K -372 -6%
PWSG
992
Pacific Wealth Strategies Group
California
$1.57M +$350K +1,394 +29%
CC
993
Cipher Capital
New York
$1.57M +$1.57M +6,250 New
QPWM
994
Quadrant Private Wealth Management
Pennsylvania
$1.56M -$7.79K -31 -0.5%
WWM
995
Western Wealth Management
Colorado
$1.55M -$283K -1,126 -15%
WI
996
WrapManager Inc
California
$1.55M +$294K +1,170 +23%
DP
997
Dearborn Partners
Illinois
$1.54M +$18.6K +74 +1%
IIA
998
IPG Investment Advisors
California
$1.54M -$210K -834 -12%
PPW
999
Parcion Private Wealth
Washington
$1.53M +$581K +2,345 +61%
JDR
1000
Jay D. Rosenbaum
$1.53M -$17.1K -68 -1%
38 39
40
41 42