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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 %
CA
1101
Clearstead Advisors
Ohio
$1.09M +$253K +1,007 +30%
IAIM
1102
International Assets Investment Management
Florida
$1.09M -$625K -2,486 -36%
EPA
1103
Element Pointe Advisors
Florida
$1.09M +$13.8K +55 +1%
CI
1104
Cavalier Investments
Georgia
$1.08M -$632K -2,516 -37%
CAMG
1105
CWA Asset Management Group
Florida
$1.08M -$100K -398 -8%
SIG
1106
Sargent Investment Group
Maryland
$1.08M -$101K -400 -9%
AII
1107
AGF Investments Inc
Ontario, Canada
$1.08M +$35.9K +143 +3%
MFW
1108
Meristem Family Wealth
Minnesota
$1.08M – – –
ACWM
1109
Adams Chetwood Wealth Management
North Carolina
$1.07M +$5.03K +20 +0.5%
GIA
1110
Gladstone Institutional Advisory
Florida
$1.07M +$300K +1,194 +39%
FCA
1111
FLC Capital Advisors
California
$1.07M -$282K -1,100 -21%
SAG
1112
Spotlight Asset Group
Illinois
$1.06M -$47K -187 -4%
SP
1113
SWS Partners
Ohio
$1.06M +$116K +460 +12%
MMA
1114
Miracle Mile Advisors
California
$1.06M -$4.55M -18,099 -81%
RCAG
1115
Rehmann Capital Advisory Group
Michigan
$1.05M -$76.2K -303 -7%
LWM
1116
Laidlaw Wealth Management
New York
$1.05M +$31.7K +126 +3%
BZWA
1117
Blue Zone Wealth Advisors
California
$1.05M -$258K -1,027 -20%
WAS
1118
WESPAC Advisors SoCal
California
$1.05M -$61.2K -230 -6%
PI
1119
PFS Investments
Georgia
$1.04M +$265K +1,054 +34%
KTC
1120
Kistler-Tiffany Companies
Pennsylvania
$1.04M -$46K -183 -4%
QCM
1121
Quest Capital Management
Texas
$1.04M -$67.8K -270 -6%
AB
1122
Atlas Brown
Kentucky
$1.03M +$24.9K +99 +2%
BWM
1123
Buckley Wealth Management
Nevada
$1.03M -$21.4K -85 -2%
CBTWT
1124
Community Bank & Trust (Waco, Texas)
Texas
$1.03M +$40K +159 +4%
LC
1125
Lindbrook Capital
California
$1.02M +$14.8K +59 +1%
43 44
45
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