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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 %
BPCE
1076
Bank Pictet & Cie (Europe)
Germany
$577K – – –
C
1077
Cerebellum
California
$576K +$104K +636 +22%
SG
1078
StoneX Group
New York
$571K +$27.5K +169 +5%
TCA
1079
Transcend Capital Advisors
New Jersey
$571K +$571K +3,511 New
CL
1080
CIM LLC
New York
$566K +$566K +3,482 New
SFPG
1081
Stonebridge Financial Planning Group
Florida
$551K +$551K +3,385 New
MC
1082
Miles Capital
Iowa
$546K -$74.1K -456 -12%
KC
1083
Kingfisher Capital
North Carolina
$534K +$534K +3,283 New
NL
1084
NWAM LLC
Washington
$533K +$2.76K +17 +0.5%
PWP
1085
Principle Wealth Partners
Connecticut
$533K +$3.41K +21 +0.6%
HB
1086
Homrich & Berg
Georgia
$533K +$25K +154 +5%
KFI
1087
Key Financial Inc
Pennsylvania
$533K +$533K +3,277 New
PTC
1088
Philadelphia Trust Company
Pennsylvania
$533K +$533K +3,277 New
AWA
1089
Arete Wealth Advisors
Illinois
$529K +$304K +1,871 +136%
RFO
1090
RiverGlades Family Offices
Florida
$528K – – –
SC
1091
Savant Capital
Illinois
$528K +$13.3K +82 +3%
GTAM
1092
Global Trust Asset Management
Florida
$528K +$211K +1,300 +67%
BCM
1093
Bienville Capital Management
New York
$526K – – –
II
1094
Ibex Investors
Colorado
$525K +$525K +3,231 New
Harris Associates
1095
Harris Associates
Illinois
$520K – – –
IWC
1096
Integrated Wealth Concepts
Massachusetts
$518K +$104K +642 +25%
PA
1097
PFG Advisors
Arizona
$517K -$1.77K -10 -0.3%
MTCM
1098
Mint Tower Capital Management
Netherlands
$514K +$514K +3,158 New
ACS
1099
Archford Capital Strategies
Illinois
$511K +$16.4K +101 +3%
GWMIA
1100
Global Wealth Management Investment Advisory
Florida
$510K +$15.3K +94 +3%
42 43
44
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