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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 %
SFG
1001
SageGuard Financial Group
Tennessee
$1.71M +$1.71M +7,787 New
GAM
1002
Geier Asset Management
Maryland
$1.71M +$1.71M +7,906 New
IIA
1003
IPG Investment Advisors
California
$1.71M +$348K +1,562 +26%
VR
1004
Viridian RIA
Washington
$1.71M +$136K +611 +9%
DWM
1005
Dakota Wealth Management
Florida
$1.7M +$1.23M +5,546 +268%
ACA
1006
Aptus Capital Advisors
Alabama
$1.69M +$1.51M +6,798 +841%
APP
1007
Avantax Planning Partners
Iowa
$1.69M -$327K -1,468 -16%
MWNA
1008
Marshall Wace North America
New York
$1.68M -$32.5M -146,236 -95%
BP
1009
Ballentine Partners
Massachusetts
$1.68M -$283K -1,272 -14%
TPWA
1010
TRUE Private Wealth Advisors
Oregon
$1.67M +$8.01K +36 +0.5%
MWM
1011
Meridian Wealth Management
Kentucky
$1.67M +$119K +537 +8%
AF
1012
Aldebaran Financial
$1.67M +$40.1K +180 +2%
BC
1013
Brookfield Corp
Ontario, Canada
$1.67M -$2.11M -9,500 -56%
I
1014
INVST
Indiana
$1.67M +$213K +959 +15%
BB
1015
Bell Bank
North Dakota
$1.67M +$28.3K +127 +2%
VLKIM
1016
Van Lanschot Kempen Investment Management
Netherlands
$1.67M +$99.9K +449 +6%
SS
1017
Sunbelt Securities
Texas
$1.66M -$79.7K -358 -5%
CW
1018
CreativeOne Wealth
Kansas
$1.65M +$1.24M +5,564 +298%
MPWT
1019
MassMutual Private Wealth & Trust
Connecticut
$1.65M +$165K +740 +11%
BWM
1020
BNC Wealth Management
Oregon
$1.64M -$393K -1,766 -19%
MMA
1021
Miracle Mile Advisors
California
$1.63M +$696K +3,127 +74%
RMAM
1022
Raab & Moskowitz Asset Management
New Jersey
$1.63M +$44.5K +200 +3%
IIM
1023
Ironwood Investment Management
Massachusetts
$1.61M -$3.34K -15 -0.2%
SCM
1024
Shelton Capital Management
Colorado
$1.6M +$46.3K +208 +3%
SC
1025
Slow Capital
California
$1.6M +$44.5K +200 +3%
39 40
41
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