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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 %
SAM
1076
Sompo Asset Management
Japan
$1.36M -$380K -1,710 -22%
IIM
1077
Intact Investment Management
Quebec, Canada
$1.36M -$289K -1,300 -18%
ATPW
1078
Ashton Thomas Private Wealth
Arizona
$1.35M +$211K +946 +18%
AFAS
1079
Acorn Financial Advisory Services
Virginia
$1.35M +$70.1K +315 +5%
IHL
1080
Investment House LLC
California
$1.35M +$11.1K +50 +0.8%
SVCP
1081
Silicon Valley Capital Partners
California
$1.35M +$163K +731 +14%
RBFC
1082
Roman Butler Fullerton & Co
Missouri
$1.34M +$21.4K +96 +2%
HT
1083
Heritage Trust
Oklahoma
$1.34M -$11.1K -50 -0.8%
TAM
1084
Trust Asset Management
Texas
$1.33M +$318K +1,430 +31%
CWAG
1085
Compton Wealth Advisory Group
Virginia
$1.33M -$210K -942 -14%
QPWM
1086
Quadrant Private Wealth Management
Pennsylvania
$1.32M -$62.7K -282 -5%
JDR
1087
Jay D. Rosenbaum
$1.32M -$32.3K -145 -2%
CBT
1088
Capital Bank & Trust
California
$1.31M +$63.2K +284 +5%
CHAM
1089
Clear Harbor Asset Management
Connecticut
$1.31M +$317K +1,423 +32%
RG
1090
Rikoon Group
New Mexico
$1.31M -$38.9K -175 -3%
1WA
1091
180 Wealth Advisors
Washington
$1.31M +$61.6K +284 +5%
AWM
1092
Avitas Wealth Management
California
$1.31M +$597K +2,684 +84%
AWA
1093
Arkadios Wealth Advisors
Georgia
$1.31M +$1.01M +4,541 +343%
WF
1094
Welch & Forbes
Massachusetts
$1.3M +$177K +794 +16%
KMWM
1095
Keudell/Morrison Wealth Management
Oregon
$1.29M +$156K +699 +14%
SBIA
1096
Sheaff Brock Investment Advisors
Indiana
$1.29M +$159K +716 +14%
JHCP
1097
Jackson Hole Capital Partners
Oklahoma
$1.29M +$116K +520 +10%
ATWA
1098
Arbor Trust Wealth Advisors
Michigan
$1.29M +$27.8K +125 +2%
BCM
1099
Brown Capital Management
Maryland
$1.29M -$10.9K -49 -0.8%
CI
1100
Cavalier Investments
Georgia
$1.28M +$320K +1,436 +33%
42 43
44
45 46