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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
+$616M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$461M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$416M
4
Morgan Stanley
Morgan Stanley
New York
+$374M
5
VVP
Vulcan Value Partners
Alabama
+$294M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.25B
2
Jennison Associates
Jennison Associates
New York
-$681M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$577M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$565M
5
Brown Advisory
Brown Advisory
Maryland
-$529M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
976
Western Wealth Management
Colorado
$1.89M +$520K +2,337 +38%
MS
977
Maven Securities
Jersey
$1.89M +$1.89M +8,471 New
S
978
SignatureFD
Georgia
$1.86M +$2.23K +10 +0.1%
TAL
979
TIG Advisors LLC
New York
$1.86M +$1.86M +8,342 New
KAM
980
Karani Asset Management
New York
$1.85M +$522K +2,346 +39%
SFP
981
Shepherd Financial Partners
Massachusetts
$1.85M +$9.8K +44 +0.5%
SJIM
982
St. Johns Investment Management
Florida
$1.83M +$93.9K +422 +5%
CPC
983
Congress Park Capital
New York
$1.83M -$22.7K -102 -1%
PWSG
984
Pacific Wealth Strategies Group
California
$1.8M +$412K +1,857 +30%
IAS
985
IMA Advisory Services
Colorado
$1.8M -$389K -1,748 -18%
FPA
986
First Pacific Advisors
California
$1.8M -$55.9K -251 -3%
TA
987
Townsend & Associates
Colorado
$1.8M +$32.5K +146 +2%
SWM
988
Segment Wealth Management
Texas
$1.79M +$822K +3,696 +85%
SACTSONJ
989
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.78M – – –
VFM
990
Viking Fund Management
North Dakota
$1.78M +$1.78M +8,000 New
SWIG
991
Strategic Wealth Investment Group
Kentucky
$1.77M -$3.78K -17 -0.2%
AWP
992
Ascent Wealth Partners
New York
$1.75M +$2K +9 +0.1%
HIM
993
Hotaling Investment Management
Pennsylvania
$1.74M +$60.7K +273 +4%
NAMP
994
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.74M +$1.74M +7,810 New
ANRIA
995
American National Registered Investment Advisor
Texas
$1.73M – – –
PIM
996
Penobscot Investment Management
Massachusetts
$1.73M +$22.2K +100 +1%
RI
997
Redwood Investments
Massachusetts
$1.73M -$82.8K -372 -5%
UBG
998
United Bank (Georgia)
Georgia
$1.73M +$73.9K +332 +4%
PFT
999
Providence First Trust
Arizona
$1.73M +$1M +4,495 +138%
FMLI
1000
Fukoku Mutual Life Insurance
Japan
$1.72M +$423K +1,900 +33%
38 39
40
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