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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 %
PFP
1051
Pinnacle Financial Partners
Tennessee
$615K +$17.7K +109 +3%
ISL
1052
Ingalls & Snyder LLC
New York
$615K +$143K +882 +30%
1SB
1053
1ST Source Bank
Indiana
$614K -$82.1K -505 -12%
FWM
1054
Frontier Wealth Management
Missouri
$613K -$1.58M -9,730 -72%
FUBT
1055
First United Bank & Trust
Maryland
$611K +$25.8K +159 +4%
LFAS
1056
Level Four Advisory Services
Texas
$611K +$180K +1,126 +42%
KTC
1057
Kistler-Tiffany Companies
Pennsylvania
$610K +$89K +547 +17%
KMWM
1058
Keudell/Morrison Wealth Management
Oregon
$609K +$221K +1,355 +57%
AT
1059
Arden Trust
Delaware
$609K +$609K +3,741 New
FIM
1060
Freedom Investment Management
Connecticut
$604K -$86.6K -532 -13%
MFW
1061
Meristem Family Wealth
Minnesota
$600K +$77.1K +474 +15%
TC
1062
Truvestments Capital
Florida
$599K +$36.9K +227 +7%
ABC
1063
Associated Banc-Corp
Wisconsin
$598K +$314K +1,933 +111%
MF
1064
Magnetar Financial
Illinois
$596K +$596K +3,664 New
PAS
1065
Partnervest Advisory Services
California
$595K -$26.2K -161 -4%
MGIM
1066
M&G Investment Management
United Kingdom
$593K +$593K +3,641 New
CRWM
1067
Castle Rock Wealth Management
California
$592K +$3.03K +16 +0.5%
CWA
1068
Clarus Wealth Advisors
Arizona
$589K +$50.8K +283 +9%
NP
1069
NorthRock Partners
Minnesota
$588K +$588K +3,615 New
FCA
1070
FLC Capital Advisors
California
$587K +$118K +727 +25%
Two Sigma Investments
1071
Two Sigma Investments
New York
$583K -$14.5M -89,031 -96%
SCI
1072
S&CO Inc
Massachusetts
$582K – – –
CCM
1073
Coldstream Capital Management
Washington
$581K +$3.9K +24 +0.7%
WI
1074
Wintrust Investments
Illinois
$581K +$41.8K +257 +8%
QCM
1075
Quest Capital Management
Texas
$578K +$64.1K +394 +12%
41 42
43
44 45