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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 %
CFA
1101
Cahill Financial Advisors
Minnesota
$507K +$11.4K +70 +2%
VNA
1102
Valley National Advisers
Pennsylvania
$506K +$11.4K +70 +2%
MS
1103
Madden Securities
Texas
$504K +$504K +3,095 New
AFM
1104
Abbot Financial Management
Massachusetts
$500K +$43.3K +266 +9%
RC
1105
RegentAtlantic Capital
New Jersey
$495K +$8.46K +52 +2%
AB
1106
Atlas Brown
Kentucky
$494K -$25.2K -155 -5%
CB
1107
CNB Bank
Pennsylvania
$490K -$44K -270 -8%
BPA
1108
Beacon Pointe Advisors
California
$489K +$113K +695 +30%
EH
1109
Employers Holdings
Nevada
$488K – – –
NJBEST
1110
New Jersey Better Educational Savings Trust
New Jersey
$488K – – –
FC
1111
FORA Capital
Florida
$488K +$488K +2,999 New
VC
1112
Voit & Company
Wisconsin
$483K +$228K +1,400 +89%
TIA
1113
Trust Investment Advisors
Indiana
$482K +$36.6K +225 +8%
CCA
1114
Cobblestone Capital Advisors
New York
$481K – – –
ACI
1115
Alpha Cubed Investments
California
$478K -$15.8K -97 -3%
ACM
1116
ADI Capital Management
New York
$476K -$163K -1,000 -25%
LSAG
1117
Lake Street Advisors Group
New Hampshire
$476K +$36.6K +225 +8%
PWPS
1118
Pinnacle Wealth Planning Services
Ohio
$476K +$92.4K +568 +24%
FNBOH
1119
First National Bank of Hutchinson
Kansas
$476K +$141K +865 +42%
EVC
1120
Eidelman Virant Capital
Missouri
$476K – – –
FFC
1121
First Financial Corp
Indiana
$475K -$4.73K -29 -1%
AIC
1122
Argus Investors Counsel
New York
$475K +$34.9K +215 +8%
RWA
1123
Ropes Wealth Advisors
Massachusetts
$474K +$5.69K +35 +1%
MFG
1124
Magnus Financial Group
New York
$472K +$137K +840 +41%
9WM
1125
9258 Wealth Management
Ohio
$471K +$132K +814 +39%
43 44
45
46 47