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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 %
CF
1051
Centaurus Financial
California
$646K -$77.9K -541 -11%
EWM
1052
EPG Wealth Management
Georgia
$646K -$32.4K -225 -5%
ECG
1053
EPIQ Capital Group
California
$645K +$98.5K +684 +18%
BCM
1054
Bienville Capital Management
New York
$645K +$180K +1,248 +39%
MA
1055
MUFG Americas
New York
$642K +$555K +3,851 +637%
WCA
1056
Westover Capital Advisors
Delaware
$638K -$18.7K -130 -3%
AIA
1057
Avalon Investment & Advisory
Texas
$636K +$223K +1,546 +54%
ANB
1058
Amarillo National Bank
Texas
$635K – – –
WF
1059
Welch & Forbes
Massachusetts
$634K -$9.51K -66 -1%
QCM
1060
Quest Capital Management
Texas
$629K +$117K +815 +23%
WMA
1061
Wealth Management Associates
New Jersey
$620K -$16.8K -117 -3%
SRC
1062
Sage Rhino Capital
California
$620K +$13.8K +96 +2%
LB
1063
Legacy Bridge
Iowa
$619K -$135K -935 -18%
AT
1064
Arden Trust
Delaware
$619K +$80K +555 +15%
ABC
1065
Associated Banc-Corp
Wisconsin
$619K +$89.6K +623 +17%
VFPI
1066
Vantage Financial Partners (Illinois)
Illinois
$617K -$28.8K -200 -4%
PA
1067
Procyon Advisors
Connecticut
$617K +$26.5K +184 +4%
1SB
1068
1ST Source Bank
Indiana
$616K +$72.1K +501 +13%
CCG
1069
Ceeto Capital Group
Florida
$612K +$36.1K +251 +6%
MFW
1070
Meristem Family Wealth
Minnesota
$612K +$81.3K +565 +15%
VWM
1071
Vigilare Wealth Management
Arizona
$612K +$87.1K +605 +17%
BG
1072
Berry Group
Massachusetts
$611K +$19.9K +138 +3%
Verition Fund Management
1073
Verition Fund Management
Connecticut
$610K -$6.53M -45,359 -91%
QSS
1074
Quantitative Systematic Strategies
Florida
$610K -$354K -2,460 -37%
KTC
1075
Kistler-Tiffany Companies
Pennsylvania
$610K – – –
41 42
43
44 45