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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 %
CCM
1076
Cribstone Capital Management
Maine
$1.17M -$535K -2,130 -31%
WI
1077
Wintrust Investments
Illinois
$1.16M -$152K -603 -12%
CCG
1078
Ceeto Capital Group
Florida
$1.16M – – –
LS
1079
Leelyn Smith
Illinois
$1.15M +$74.4K +296 +7%
CF
1080
Centaurus Financial
California
$1.15M -$71.9K -286 -6%
TAM
1081
Trust Asset Management
Texas
$1.15M +$514K +2,046 +82%
WCM
1082
Weld Capital Management
New York
$1.14M +$1.14M +4,528 New
FHA
1083
Flagship Harbor Advisors
Massachusetts
$1.13M +$175K +698 +18%
CHAM
1084
Clear Harbor Asset Management
Connecticut
$1.12M – – –
JWS
1085
Juncture Wealth Strategies
Arizona
$1.12M +$11.3K +45 +1%
FBT
1086
First Bank & Trust
South Dakota
$1.12M -$2.76K -11 -0.2%
Credit Agricole
1087
Credit Agricole
France
$1.11M +$4.27K +17 +0.4%
ANB
1088
Amarillo National Bank
Texas
$1.11M – – –
SF
1089
Symphony Financial
Texas
$1.11M +$166K +659 +18%
SP
1090
Symmetry Partners
Connecticut
$1.11M +$1.11M +4,400 New
BRG
1091
Bay Rivers Group
Virginia
$1.1M -$270K -1,073 -20%
MS
1092
Mizuho Securities
Japan
$1.1M -$1.07M -4,260 -49%
ABC
1093
Associated Banc-Corp
Wisconsin
$1.1M -$38.4K -153 -3%
1SB
1094
1ST Source Bank
Indiana
$1.1M +$6.28K +25 +0.6%
MA
1095
Modus Advisors
Minnesota
$1.1M +$811K +3,224 +283%
LB
1096
Legacy Bridge
Iowa
$1.1M +$37.7K +150 +4%
OL
1097
Optas LLC
Texas
$1.1M +$221K +879 +25%
PWPS
1098
Pinnacle Wealth Planning Services
Ohio
$1.1M +$83.9K +334 +8%
W
1099
WealthStone
Ohio
$1.09M -$104K -415 -9%
SWM
1100
Segment Wealth Management
Texas
$1.09M +$314K +1,250 +40%
42 43
44
45 46