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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 %
CAMG
1026
CWA Asset Management Group
Florida
$691K +$691K +4,802 New
WI
1027
WrapManager Inc
California
$690K +$332K +2,307 +93%
BRWM
1028
B. Riley Wealth Management
Tennessee
$689K -$653K -4,532 -49%
PPW
1029
Parcion Private Wealth
Washington
$685K +$9.65K +67 +1%
EF
1030
Empirical Finance
Pennsylvania
$682K +$266K +1,847 +64%
1WA
1031
180 Wealth Advisors
Washington
$679K -$23K -171 -3%
SFSIG
1032
San Francisco Sentry Investment Group
California
$679K -$13.4K -93 -2%
CT
1033
Coastline Trust
Rhode Island
$678K -$76.3K -530 -10%
MIM
1034
Moseley Investment Management
Florida
$678K -$19.6K -136 -3%
SIG
1035
Sargent Investment Group
Maryland
$677K – – –
FIM
1036
Freedom Investment Management
Connecticut
$675K -$14.1K -76 -2%
BSW
1037
Buckingham Strategic Wealth
Missouri
$672K +$9.07K +63 +1%
QCM
1038
Quantinno Capital Management
New York
$672K +$672K +4,669 New
OIS
1039
Okabena Investment Services
Minnesota
$671K -$471K -3,269 -41%
CIAS
1040
Capital Investment Advisory Services
North Carolina
$667K +$667K +4,631 New
DTL
1041
Dynamic Technology Lab
Singapore
$665K +$665K +4,620 New
FBT
1042
First Bank & Trust
South Dakota
$664K -$21.3K -148 -3%
IRAG
1043
Investment Research & Advisory Group
Georgia
$661K +$550K +3,815 +494%
FCA
1044
FinTrust Capital Advisors
South Carolina
$657K -$45K -312 -6%
WEC
1045
Winslow Evans & Crocker
Massachusetts
$654K -$183K -1,264 -22%
QPWM
1046
Quadrant Private Wealth Management
Pennsylvania
$654K +$654K +4,544 New
PAS
1047
Partnervest Advisory Services
California
$653K +$126K +874 +24%
WAS
1048
WESPAC Advisors SoCal
California
$652K -$53.2K -327 -8%
BWM
1049
Buckley Wealth Management
Nevada
$648K -$61.2K -425 -9%
SBIA
1050
Sheaff Brock Investment Advisors
Indiana
$648K +$21.6K +150 +3%
40 41
42
43 44