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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 %
TFA
1051
Teamwork Financial Advisors
Texas
$1.46M +$228K +1,025 +18%
PPW
1052
Parcion Private Wealth
Washington
$1.46M +$85.4K +384 +6%
BWL
1053
Bogart Wealth LLC
Virginia
$1.46M +$295K +1,325 +25%
MIFH
1054
Migdal Insurance & Financial Holdings
Israel
$1.45M -$7.07M -31,777 -83%
CDH
1055
Charles D. Hyman
$1.45M -$4.45K -20 -0.3%
MCIA
1056
Mountain Capital Investment Advisors
Colorado
$1.44M -$346K -1,586 -19%
MWM
1057
Midwest Wealth Management
Indiana
$1.44M +$1.44M +6,476 New
LCP
1058
Legacy Capital Partners
Wisconsin
$1.44M -$66.7K -300 -4%
CRIG
1059
Charter Research & Investment Group
Connecticut
$1.43M +$15.6K +70 +1%
NB
1060
Nicolet Bankshares
Wisconsin
$1.43M +$10.2K +46 +0.7%
WI
1061
WrapManager Inc
California
$1.43M +$60.5K +272 +4%
PCM
1062
Pennsylvania Capital Management
Pennsylvania
$1.43M +$283K +1,298 +25%
PCS
1063
Personal CFO Solutions
New Jersey
$1.42M -$10K -45 -0.7%
IWM
1064
IHT Wealth Management
Illinois
$1.42M +$255K +1,145 +22%
MHC
1065
Meyer Handelman Company
New York
$1.42M +$1.42M +6,372 New
IWC
1066
Integrated Wealth Concepts
Massachusetts
$1.41M +$200K +900 +17%
MOS
1067
MGO One Seven
Ohio
$1.41M -$44.7K -201 -3%
EWM
1068
EPG Wealth Management
Georgia
$1.41M +$279K +1,253 +25%
MA
1069
Modus Advisors
Minnesota
$1.39M +$419K +1,885 +43%
VCM
1070
Virtue Capital Management
Tennessee
$1.38M -$950K -4,269 -41%
CBT
1071
Central Bank & Trust
Kentucky
$1.38M -$139K -624 -9%
ECM
1072
Evergreen Capital Management
Washington
$1.38M +$29.2K +131 +2%
NERM
1073
New England Research & Management
Illinois
$1.38M +$784K +3,525 +133%
BEC
1074
Blue Edge Capital
Virginia
$1.37M -$60.8K -273 -4%
DP
1075
Dearborn Partners
Illinois
$1.37M – – –
41 42
43
44 45