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Salesforce
CRM

1,991 hedge funds and large institutions have $165B invested in Salesforce in 2020 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 984 increasing their positions, 517 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 313 | Existing positions closed: 135

90% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 517

9% more funds holding

Funds holding: 1,835 → 1,991 (+156)

1.71% less ownership

Funds ownership: 82.12% → 80.41% (-1.7%)

12% less capital invested

Capital invested by funds: $188B → $165B (-$22.6B)

21% less call options, than puts

Call options by funds: $6.67B | Put options by funds: $8.43B

41% less funds holding in top 10

Funds holding in top 10: 151 → 89 (-62)

Holders
1,991
Holders Change
+156
Holders Change %
+8.5%
% of All Funds
35.23%
Holding in Top 10
89
Holding in Top 10 Change
-62
Holding in Top 10 Change %
-41.06%
% of All Funds
1.57%
New
313
Increased
984
Reduced
517
Closed
135
Calls
$6.67B
Puts
$8.43B
Net Calls
-$1.76B
Net Calls Change
-$4.31B

Top Buyers

Rank Fund Capital Flow
1
SM
SB Management
United Arab Emirates
+$673M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$504M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$454M
4
Morgan Stanley
Morgan Stanley
New York
+$409M
5
VVP
Vulcan Value Partners
Alabama
+$322M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.37B
2
Jennison Associates
Jennison Associates
New York
-$744M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$630M
4
JP Morgan Chase
JP Morgan Chase
New York
-$618M
5
Brown Advisory
Brown Advisory
Maryland
-$579M
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
976
Ferris Capital
Massachusetts
$1.94M – – –
VPIM
977
Vanguard Personalized Indexing Management
California
$1.94M +$290K +1,191 +16%
IP
978
Intellectus Partners
California
$1.94M +$161K +660 +8%
WBC
979
West Branch Capital
Massachusetts
$1.93M +$5.84K +24 +0.3%
IC
980
Inscription Capital
Texas
$1.93M -$1.22K -5 -0.1%
MJB
981
Mark J. Bradley
$1.92M +$2.1M +8,618 New
CIA
982
Cohen Investment Advisors
New Hampshire
$1.9M +$2.08M +8,555 New
BO
983
Bank OZK
Arkansas
$1.9M -$34.8K -143 -2%
WWM
984
Western Wealth Management
Colorado
$1.89M +$568K +2,337 +38%
MS
985
Maven Securities
Jersey
$1.89M +$2.06M +8,471 New
S
986
SignatureFD
Georgia
$1.86M +$2.43K +10 +0.1%
TAL
987
TIG Advisors LLC
New York
$1.86M +$2.03M +8,342 New
KAM
988
Karani Asset Management
New York
$1.85M +$571K +2,346 +39%
SFP
989
Shepherd Financial Partners
Massachusetts
$1.84M +$10.7K +44 +0.5%
SJIM
990
St. Johns Investment Management
Florida
$1.83M +$103K +422 +5%
CPC
991
Congress Park Capital
New York
$1.83M -$24.8K -102 -1%
PWSG
992
Pacific Wealth Strategies Group
California
$1.8M +$452K +1,857 +30%
IAS
993
IMA Advisory Services
Colorado
$1.8M -$425K -1,748 -18%
FPA
994
First Pacific Advisors
California
$1.8M -$61K -251 -3%
TA
995
Townsend & Associates
Colorado
$1.8M +$35.5K +146 +2%
SWM
996
Segment Wealth Management
Texas
$1.79M +$899K +3,696 +85%
SACTSONJ
997
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.78M – – –
VFM
998
Viking Fund Management
North Dakota
$1.78M +$1.95M +8,000 New
SWIG
999
Strategic Wealth Investment Group
Kentucky
$1.76M -$4.13K -17 -0.2%
AWP
1000
Ascent Wealth Partners
New York
$1.75M +$2.19K +9 +0.1%
38 39
40
41 42

CRM Hedge Fund Activity: Q4 2020 in Review

1,991 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2020, worth a combined $165B — down 12% from $188B a quarter earlier.

Buyers outnumbered sellers: 313 funds opened new CRM positions and 135 closed out — a net gain of 178 holders — while 984 added to existing stakes and 517 trimmed.

The largest buyer was SB Management, adding an estimated $673M. The largest seller was Fidelity Investments, cutting an estimated $1.37B.

  • 1,991 institutional investors held Salesforce (CRM) as of Q4 2020, up from 1,835 in Q3 2020.
  • Funds reported $165B of Salesforce stock for Q4 2020, down 12% quarter-over-quarter.
  • 313 funds opened new Salesforce positions in Q4 2020 and 135 closed out, a net change of +178 holders.
  • The largest Salesforce buyer in Q4 2020 was SB Management, an estimated $673M added.
  • The largest Salesforce seller in Q4 2020 was Fidelity Investments, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2020.