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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 %
EF
1126
Empirical Finance
Pennsylvania
$470K +$197K +1,208 +72%
FAIM
1127
Financial Advocates Investment Management
Washington
$468K +$2.44K +15 +0.5%
HI
1128
Hoey Investments
Pennsylvania
$468K +$468K +2,880 New
AIA
1129
Avalon Investment & Advisory
Texas
$467K +$47K +289 +11%
CFA
1130
Carroll Financial Associates
North Carolina
$463K +$188K +1,157 +68%
CBU
1131
CIBC Bank USA
Illinois
$461K -$21.2K -130 -4%
GT
1132
Glenview Trust
Kentucky
$461K +$12.7K +78 +3%
Credit Agricole
1133
Credit Agricole
France
$460K -$4.31M -26,491 -90%
NSB
1134
Norway Savings Bank
Maine
$460K +$5.69K +35 +1%
CAAS
1135
Capital Asset Advisory Services
Michigan
$456K +$456K +2,409 New
AC
1136
Abbrea Capital
California
$451K +$10.6K +65 +2%
BP
1137
BBR Partners
New York
$451K +$451K +2,771 New
NIT
1138
NumerixS Investment Technologies
British Columbia, Canada
$449K -$1.32M -8,092 -75%
ACM
1139
Allred Capital Management
Texas
$443K -$112K -689 -20%
WWM
1140
WT Wealth Management
Arizona
$442K -$10.7K -66 -2%
BCA
1141
Berman Capital Advisors
Georgia
$441K -$162K -996 -27%
BDS
1142
Banco de Sabadell
Florida
$439K – – –
BHA
1143
Beech Hill Advisors
New York
$439K +$439K +2,700 New
DWT
1144
Dorsey & Whitney Trust
South Dakota
$438K +$66.2K +406 +18%
HR
1145
Hayden Royal
North Carolina
$438K +$161K +842 +58%
MAM
1146
Meeder Asset Management
Ohio
$434K +$50.2K +309 +13%
TFO
1147
Tarbox Family Office
California
$433K +$386K +2,375 +828%
HPWM
1148
Highland Private Wealth Management
Washington
$431K +$10.6K +65 +3%
B
1149
Bailard
California
$430K -$35K -215 -8%
GSC
1150
G&S Capital
Colorado
$429K +$348K +2,139 +428%
44 45
46
47 48