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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 %
SMFG
1001
Sumitomo Mitsui Financial Group
Japan
$742K +$271K +1,644 +58%
WCA
1002
Westover Capital Advisors
Delaware
$741K -$1.95K -12 -0.3%
GIA
1003
Gladstone Institutional Advisory
Florida
$739K +$116K +714 +19%
QCG
1004
Quadrant Capital Group
Ohio
$737K +$478K +3,042 +184%
JWCA
1005
J.W. Cole Advisors
Florida
$734K +$734K +4,513 New
AF
1006
Advisornet Financial
Minnesota
$729K -$154K -949 -17%
VFPI
1007
Vantage Financial Partners (Illinois)
Illinois
$729K +$114K +700 +19%
WF
1008
Welch & Forbes
Massachusetts
$727K +$28.5K +175 +4%
WMA
1009
Wealth Management Associates
New Jersey
$720K -$813 -5 -0.1%
JFA
1010
Johanson Financial Advisors
California
$719K +$719K +116,938 New
ANB
1011
Amarillo National Bank
Texas
$718K – – –
LCAM
1012
London & Capital Asset Management
United Kingdom
$716K +$8.14K +50 +1%
JT
1013
Jump Trading
Illinois
$711K +$711K +4,372 New
SBIA
1014
Sheaff Brock Investment Advisors
Indiana
$707K +$33.8K +208 +5%
PT
1015
Plimoth Trust
Massachusetts
$707K +$67.5K +415 +11%
FPA
1016
First Pacific Advisors
California
$707K +$97.5K +600 +16%
WAS
1017
WESPAC Advisors SoCal
California
$706K -$32.2K -198 -4%
MWM
1018
Mission Wealth Management
California
$705K +$33.5K +206 +5%
LC
1019
Lindbrook Capital
California
$695K +$5.21K +32 +0.8%
NERM
1020
New England Research & Management
Illinois
$690K -$20.3K -125 -3%
ACWM
1021
Adams Chetwood Wealth Management
North Carolina
$689K +$689K +4,236 New
TFS
1022
Thoroughbred Financial Services
Tennessee
$686K +$43.6K +268 +7%
PCS
1023
Personal CFO Solutions
New Jersey
$685K +$685K +4,221 New
EI
1024
Ethic Inc
New York
$683K +$683K +4,198 New
VWM
1025
Vigilare Wealth Management
Arizona
$676K +$676K +3,644 New
39 40
41
42 43