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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 %
BBHC
1076
Brown Brothers Harriman & Co
New York
$610K +$265K +1,841 +77%
JWS
1077
Juncture Wealth Strategies
Arizona
$609K -$47.8K -332 -7%
EP
1078
Edgestream Partners
New Jersey
$606K +$606K +4,212 New
DBRC
1079
D.B. Root & Company
Pennsylvania
$601K +$601K +4,181 New
OIA
1080
Optimum Investment Advisors
Illinois
$600K +$32.2K +224 +6%
HSA
1081
HBK Sorce Advisory
Pennsylvania
$591K -$370K -2,570 -38%
PSP
1082
Principal Street Partners
Tennessee
$590K +$590K +4,099 New
SMFS
1083
Squar Milner Financial Services
California
$588K +$222K +1,545 +61%
UH
1084
Unigestion Holding
Switzerland
$587K +$587K +4,078 New
I
1085
INVST
Indiana
$585K +$34.3K +256 +6%
BCWM
1086
Blue Chip Wealth Management
Florida
$583K -$150K -1,046 -21%
CPIA
1087
Cornell Pochily Investment Advisors
New York
$582K +$8.64K +60 +2%
CHAM
1088
Clear Harbor Asset Management
Connecticut
$579K -$209K -1,450 -27%
GRP
1089
Global Retirement Partners
California
$579K -$117K -810 -17%
IWC
1090
Integrated Wealth Concepts
Massachusetts
$578K +$119K +825 +26%
SWRP
1091
Summit Wealth & Retirement Planning
California
$577K -$10.8K -75 -2%
PCM
1092
Prelude Capital Management
New York
$576K -$422K -2,931 -42%
LC
1093
Lindbrook Capital
California
$575K -$39.9K -277 -6%
LOAMS
1094
Lombard Odier Asset Management (Switzerland)
Switzerland
$573K +$1.87K +13 +0.3%
RCAG
1095
Rehmann Capital Advisory Group
Michigan
$571K +$571K +3,967 New
WA
1096
Wealth Alliance
New York
$570K +$570K +3,960 New
LSAG
1097
Lake Street Advisors Group
New Hampshire
$568K +$146K +1,013 +35%
GC
1098
GFG Capital
Florida
$567K +$245K +1,697 +76%
GIA
1099
Gladstone Institutional Advisory
Florida
$566K -$88.7K -616 -14%
PWPS
1100
Pinnacle Wealth Planning Services
Ohio
$566K +$146K +1,015 +35%
42 43
44
45 46