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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 %
BAM
1101
Barrett Asset Management
New York
$1.28M +$88.6K +398 +7%
MWM
1102
Mission Wealth Management
California
$1.27M +$153K +687 +14%
MTIM
1103
Marathon Trading Investment Management
Pennsylvania
$1.27M +$1.27M +5,700 New
OCM
1104
Orion Capital Management
California
$1.27M +$1.27M +6,196 New
IFG
1105
Investors Financial Group
Minnesota
$1.27M +$156K +701 +14%
MAFM
1106
Mid Atlantic Financial Management
Pennsylvania
$1.27M +$213K +956 +20%
AC
1107
Abbrea Capital
California
$1.26M +$553K +2,487 +78%
RMC
1108
Resources Management Corp
Connecticut
$1.26M +$1.16M +5,207 +1,117%
PFWA
1109
Paces Ferry Wealth Advisors
Georgia
$1.26M -$37K -166 -3%
PRC
1110
Pearl River Capital
Michigan
$1.26M +$1.26M +5,650 New
HSA
1111
HBK Sorce Advisory
Pennsylvania
$1.26M -$154K -694 -11%
MYIA
1112
Mount Yale Investment Advisors
Colorado
$1.26M +$59.9K +269 +5%
MFG
1113
MidWestOne Financial Group
Iowa
$1.25M +$40.9K +184 +3%
MIM
1114
Moseley Investment Management
Florida
$1.25M +$119K +534 +11%
GG
1115
Golden Green
South Carolina
$1.24M +$1.24M +5,585 New
NG
1116
Northstar Group
New York
$1.22M +$430K +1,931 +54%
BG
1117
Berry Group
Massachusetts
$1.21M +$50.1K +225 +4%
CRWM
1118
Castle Rock Wealth Management
California
$1.21M +$467K +2,068 +63%
PI
1119
PFS Investments
Georgia
$1.21M +$302K +1,386 +33%
WWM
1120
WT Wealth Management
Arizona
$1.21M +$472K +2,124 +64%
CCM
1121
Chickasaw Capital Management
Tennessee
$1.2M +$1.2M +5,372 New
CFMC
1122
Curbstone Financial Management Corp
New Hampshire
$1.19M – – –
RPC
1123
Rossmore Private Capital
Connecticut
$1.19M -$30.7K -138 -3%
SWMG
1124
Strategic Wealth Management Group
Maryland
$1.18M -$30.7K -138 -3%
SP
1125
SWS Partners
Ohio
$1.18M +$239K +1,075 +25%
43 44
45
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