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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 %
FMB
1026
Field & Main Bank
Kentucky
$1.59M -$65.7K -295 -4%
EPC
1027
Emerson Point Capital
New York
$1.59M -$321K -1,442 -17%
LWM
1028
Laidlaw Wealth Management
New York
$1.58M +$650K +2,923 +70%
JSL
1029
JT Stratford LLC
Georgia
$1.57M -$403K -1,811 -20%
GI
1030
GS Investments
Minnesota
$1.56M +$1.56M +7,028 New
First Manhattan
1031
First Manhattan
New York
$1.56M +$1.17M +5,250 +299%
RCA
1032
Rowland Carmichael Advisors
Arizona
$1.56M -$119K -535 -7%
MCM
1033
Mainstay Capital Management
Michigan
$1.54M +$6.9K +31 +0.4%
GA
1034
GoalVest Advisory
New York
$1.53M +$1.53M +6,874 New
OHIS
1035
Oak Harvest Investment Services
Texas
$1.53M +$1.53M +6,875 New
BCM
1036
Beck Capital Management
Texas
$1.53M +$1.53M +6,856 New
PSUF
1037
People's United Financial
Connecticut
$1.53M +$63.2K +284 +4%
CCG
1038
Ceeto Capital Group
Florida
$1.52M +$501K +2,250 +49%
IA
1039
IFP Advisors
Florida
$1.52M +$73.7K +331 +5%
FHA
1040
Flagship Harbor Advisors
Massachusetts
$1.52M +$519K +2,333 +52%
BRG
1041
Bay Rivers Group
Virginia
$1.52M +$543K +2,439 +56%
VAG
1042
VisionPoint Advisory Group
Texas
$1.51M +$1.16M +5,229 +335%
UFF
1043
USA Financial Formulas
Michigan
$1.5M -$1.12M -5,043 -43%
CFFP
1044
Center for Financial Planning
Michigan
$1.5M – – –
ZB
1045
Zions Bancorporation
Utah
$1.5M -$730K -3,281 -33%
FP
1046
Fiduciary Planning
Florida
$1.49M +$1.49M +6,680 +33,400%
MME
1047
Meag Munich Ergo
Germany
$1.49M +$593K +2,665 +66%
ACH
1048
ArrowMark Colorado Holdings
Colorado
$1.49M -$237K -1,064 -14%
CWMU
1049
Caliber Wealth Management (Utah)
Utah
$1.48M +$1.48M +6,629 New
AT
1050
Arden Trust
Delaware
$1.47M -$81.4K -366 -5%
40 41
42
43 44