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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 %
IAN
1026
Integrated Advisors Network
Texas
$676K +$676K +4,155 New
APP
1027
Avantax Planning Partners
Iowa
$674K -$10.9K -67 -2%
I
1028
INVST
Indiana
$668K +$7.81K +48 +1%
PA
1029
Procyon Advisors
Connecticut
$667K +$667K +4,099 New
BG
1030
Berry Group
Massachusetts
$667K +$667K +4,104 New
SWRP
1031
Summit Wealth & Retirement Planning
California
$664K -$16.9K -104 -2%
CA
1032
Clearstead Advisors
Ohio
$659K +$218K +1,340 +49%
CIA
1033
CSat Investment Advisory
Michigan
$658K +$30.8K +189 +5%
TI
1034
Tidal Investments
Wisconsin
$655K +$30.7K +189 +5%
BEC
1035
Blue Edge Capital
Virginia
$653K -$174K -1,067 -21%
PC
1036
Permanens Capital
New York
$651K -$326K -2,000 -33%
CCG
1037
Ceeto Capital Group
Florida
$651K – – –
Lazard Asset Management
1038
Lazard Asset Management
New York
$650K +$80.8K +498 +14%
CPIA
1039
Cornell Pochily Investment Advisors
New York
$648K -$8.14K -50 -1%
BA
1040
Bristlecone Advisors
Washington
$648K +$648K +3,983 New
LOAMS
1041
Lombard Odier Asset Management (Switzerland)
Switzerland
$645K +$52.5K +323 +9%
OIA
1042
Optimum Investment Advisors
Illinois
$641K +$76.9K +473 +14%
AW
1043
ACG Wealth
Georgia
$635K -$229K -1,408 -27%
RWB
1044
RMR Wealth Builders
New Jersey
$632K +$632K +3,888 New
CA
1045
Calton & Associates
Florida
$627K +$307K +1,886 +96%
LWM
1046
Laidlaw Wealth Management
New York
$626K +$626K +3,850 New
WWM
1047
Western Wealth Management
Colorado
$625K -$8.94K -55 -1%
EH
1048
Equitable Holdings
New York
$624K +$624K +3,834 New
SIG
1049
Sky Investment Group
Connecticut
$620K -$24.2K -149 -4%
ECG
1050
EPIQ Capital Group
California
$618K +$618K +3,797 New
40 41
42
43 44