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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 %
OAMG
1101
Odey Asset Management Group
United Kingdom
$566K +$566K +3,934 New
Qube Research & Technologies (QRT)
1102
Qube Research & Technologies (QRT)
United Kingdom
$565K -$361K -2,509 -39%
SW
1103
SkyOak Wealth
Michigan
$565K +$565K +3,924 New
PCM
1104
Penserra Capital Management
California
$557K -$4.75M -28,030 -90%
NDSI
1105
Newman Dignan & Sheerar Inc
Rhode Island
$552K -$156 -1 -0%
FL
1106
Fort LP
Maryland
$552K +$398K +2,763 +259%
AG
1107
AlphaSimPlex Group
Massachusetts
$548K -$350K -2,432 -39%
TCA
1108
Transcend Capital Advisors
New Jersey
$548K +$37.6K +259 +7%
FFG
1109
Fortem Financial Group
California
$547K +$180K +1,250 +49%
LCAM
1110
London & Capital Asset Management
United Kingdom
$546K -$87.2K -606 -14%
SIG
1111
Sky Investment Group
Connecticut
$544K -$5.76K -40 -1%
9WM
1112
9258 Wealth Management
Ohio
$539K +$82.3K +522 +18%
DCM
1113
Davidson Capital Management
Texas
$533K +$533K +3,700 New
CAG
1114
Crestwood Advisors Group
Massachusetts
$529K -$2.08M -14,420 -80%
FHA
1115
Flagship Harbor Advisors
Massachusetts
$527K -$327K -2,275 -38%
LWM
1116
Laidlaw Wealth Management
New York
$526K -$28.4K -197 -5%
ACM
1117
Allred Capital Management
Texas
$526K +$134K +933 +34%
AW
1118
ACG Wealth
Georgia
$525K -$37K -257 -7%
TSS
1119
Two Sigma Securities
New York
$518K +$518K +3,597 New
SCI
1120
S&CO Inc
Massachusetts
$515K – – –
CAIMH
1121
Central Asset Investments & Management Holdings
Hong Kong
$514K +$514K +3,570 New
Credit Agricole
1122
Credit Agricole
France
$513K +$106K +738 +26%
BWL
1123
Bogart Wealth LLC
Virginia
$513K +$134K +929 +35%
HI
1124
Hoey Investments
Pennsylvania
$509K +$94.1K +653 +23%
OCM
1125
One Capital Management
California
$509K +$313K +2,175 +160%
43 44
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