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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 %
CBT
1001
Capital Bank & Trust
California
$755K +$576 +4 +0.1%
MOS
1002
MGO One Seven
Ohio
$751K +$33.8K +235 +5%
APP
1003
Avantax Planning Partners
Iowa
$750K +$154K +1,068 +26%
BWM
1004
BigSur Wealth Management
Florida
$749K – – –
EI
1005
Ethic Inc
New York
$749K +$145K +1,007 +24%
HCM
1006
Highlander Capital Management
New Jersey
$745K – – –
ACWM
1007
Adams Chetwood Wealth Management
North Carolina
$745K – – –
MF
1008
Magnetar Financial
Illinois
$742K +$214K +1,487 +41%
ECM
1009
Evergreen Capital Management
Washington
$737K +$478K +3,319 +184%
KMWM
1010
Keudell/Morrison Wealth Management
Oregon
$736K +$197K +1,367 +37%
MWM
1011
Mission Wealth Management
California
$723K +$99.2K +689 +16%
VIA
1012
Vident Investment Advisory
Georgia
$723K +$723K +5,014 New
PAS
1013
Park Avenue Securities
New York
$720K -$12.8K -89 -2%
QCG
1014
Quadrant Capital Group
Ohio
$716K +$41.9K +292 +6%
CCM
1015
Compton Capital Management
Rhode Island
$714K +$14.4K +100 +2%
FUBT
1016
First United Bank & Trust
Maryland
$712K +$170K +1,183 +31%
PT
1017
Plimoth Trust
Massachusetts
$711K +$85K +590 +14%
WWM
1018
Western Wealth Management
Colorado
$711K +$161K +1,126 +29%
CLOS
1019
Compagnie Lombard Odier SCmA
Switzerland
$708K -$69.6K -483 -9%
AAM
1020
Ascension Asset Management
New York
$708K +$708K +4,920 New
FCA
1021
FLC Capital Advisors
California
$699K +$215K +1,600 +44%
CT
1022
Columbia Trust
Oregon
$698K +$18.5K +129 +3%
MIH
1023
Meitav Investment House
Israel
$696K -$226K -1,573 -25%
PWSG
1024
Pacific Wealth Strategies Group
California
$693K +$693K +4,810 New
BS
1025
Bessemer Securities
New York
$691K – – –
39 40
41
42 43