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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 %
HT
1001
Heritage Trust
Oklahoma
$1.53M -$257K -1,023 -14%
MC
1002
Maverick Capital
Texas
$1.52M -$99.5K -396 -6%
RG
1003
Rikoon Group
New Mexico
$1.52M -$132K -525 -8%
ECM
1004
Evergreen Capital Management
Washington
$1.52M +$21.4K +85 +1%
IHL
1005
Investment House LLC
California
$1.51M +$6.79K +27 +0.5%
KAM
1006
Karani Asset Management
New York
$1.5M -$209K -833 -12%
RBFC
1007
Roman Butler Fullerton & Co
Missouri
$1.49M – – –
PAM
1008
Paradigm Asset Management
New York
$1.48M – – –
1WA
1009
180 Wealth Advisors
Washington
$1.47M -$24.8K -97 -2%
CCMW
1010
Cypress Capital Management (Wyoming)
Wyoming
$1.47M +$1.11M +4,176 +309%
FMLI
1011
Fukoku Mutual Life Insurance
Japan
$1.47M -$2.01M -8,000 -58%
BCM
1012
Brown Capital Management
Maryland
$1.47M -$21.4K -85 -1%
PFWA
1013
Paces Ferry Wealth Advisors
Georgia
$1.46M +$1.46M +5,817 New
AFAS
1014
Acorn Financial Advisory Services
Virginia
$1.45M -$131K -520 -8%
AC
1015
Athanor Capital
New York
$1.43M -$16.9M -67,350 -92%
ATWA
1016
Arbor Trust Wealth Advisors
Michigan
$1.43M -$3.77K -15 -0.3%
RAM
1017
Redmond Asset Management
Virginia
$1.42M +$14.6K +58 +1%
UH
1018
Unigestion Holding
Switzerland
$1.41M +$658K +2,619 +87%
CBT
1019
Capital Bank & Trust
California
$1.41M +$156K +620 +12%
MS
1020
Madden Securities
Texas
$1.41M -$479K -1,905 -25%
RWB
1021
RMR Wealth Builders
New Jersey
$1.41M +$388K +1,544 +38%
PP
1022
Paloma Partners
Connecticut
$1.4M +$1.4M +5,574 New
TFA
1023
Teamwork Financial Advisors
Texas
$1.4M -$686K -2,732 -33%
BWM
1024
BigSur Wealth Management
Florida
$1.38M +$113K +450 +9%
RPC
1025
Rossmore Private Capital
Connecticut
$1.38M +$482K +1,917 +54%
39 40
41
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