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Salesforce
CRM

Overview Fund Activity

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B

Top Buyers

1
State Street
State Street
Massachusetts
+$1.32B
2
Citadel Advisors
Citadel Advisors
Florida
+$356M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$327M
4
GQG Partners
GQG Partners
Florida
+$298M
5
Morgan Stanley
Morgan Stanley
New York
+$281M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1B
2
LPC
Lone Pine Capital
Connecticut
-$570M
3
Jennison Associates
Jennison Associates
New York
-$523M
4
MCM
Melvin Capital Management
New York
-$420M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFP
1051
Gryphon Financial Partners
Ohio
$1.27M +$9.53K +38 +0.8%
BCM
1052
Bienville Capital Management
New York
$1.27M – – –
WF
1053
Welch & Forbes
Massachusetts
$1.27M +$67.4K +268 +6%
Fiera Capital (Canada)
1054
Fiera Capital (Canada)
Quebec, Canada
$1.27M -$149K -593 -11%
WEC
1055
Winslow Evans & Crocker
Massachusetts
$1.27M +$166K +659 +15%
MWM
1056
Mission Wealth Management
California
$1.26M +$42.5K +169 +3%
TLCM
1057
Tiger Legatus Capital Management
New York
$1.26M -$7.54M -30,000 -86%
KPF
1058
K2 Principal Fund
Ontario, Canada
$1.26M +$1.26M +5,000 New
IFG
1059
Investors Financial Group
Minnesota
$1.26M -$189K -752 -13%
LSAG
1060
Lake Street Advisors Group
New Hampshire
$1.25M +$17.8K +71 +1%
BBHC
1061
Brown Brothers Harriman & Co
New York
$1.25M -$2.51K -10 -0.2%
CCM
1062
Compton Capital Management
Rhode Island
$1.25M – – –
PAS
1063
Partnervest Advisory Services
California
$1.24M +$51K +203 +4%
AAM
1064
Ascension Asset Management
New York
$1.24M +$1.24M +4,920 New
DP
1065
Denver PWM
Colorado
$1.24M -$452K -1,800 -27%
FUBT
1066
First United Bank & Trust
Maryland
$1.23M -$2.51K -10 -0.2%
BCWM
1067
Blue Chip Wealth Management
Florida
$1.23M +$207K +822 +20%
MAFM
1068
Mid Atlantic Financial Management
Pennsylvania
$1.23M +$342K +1,319 +39%
PA
1069
Procyon Advisors
Connecticut
$1.23M +$34.2K +136 +3%
WA
1070
Wealth Alliance
New York
$1.22M -$140K -558 -10%
Tudor Investment Corp
1071
Tudor Investment Corp
Connecticut
$1.2M -$1.43M -5,677 -54%
EH
1072
Employers Holdings
Nevada
$1.19M -$205K -815 -15%
NDSI
1073
Newman Dignan & Sheerar Inc
Rhode Island
$1.19M +$220K +875 +23%
LOAMS
1074
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.19M +$1.19M +4,722 New
DCM
1075
Davidson Capital Management
Texas
$1.18M +$186K +741 +19%
41 42
43
44 45