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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 %
CL
1126
CIM LLC
New York
$508K +$6.77K +47 +1%
SG
1127
Swarthmore Group
Pennsylvania
$500K -$6.07M -42,175 -92%
GCM
1128
Gladius Capital Management
Illinois
$492K +$406K +2,819 +475%
KFI
1129
Key Financial Inc
Pennsylvania
$491K – – –
MC
1130
Maverick Capital
Texas
$491K +$491K +3,410 New
EFS
1131
Essex Financial Services
Connecticut
$490K -$233K -1,618 -32%
EH
1132
Equitable Holdings
New York
$489K -$62.7K -436 -11%
LS
1133
Leelyn Smith
Illinois
$489K +$51.2K +355 +12%
ACS
1134
Archford Capital Strategies
Illinois
$487K +$34.8K +242 +8%
OFG
1135
Oxford Financial Group
Indiana
$487K +$487K +3,379 New
SP
1136
SWS Partners
Ohio
$487K +$487K +3,381 New
CAAS
1137
Capital Asset Advisory Services
Michigan
$485K +$76.6K +452 +19%
RA
1138
Rational Advisors
New York
$481K +$333K +2,312 +225%
CCM
1139
Coldstream Capital Management
Washington
$480K -$34.6K -240 -7%
SFPG
1140
Stonebridge Financial Planning Group
Florida
$480K -$31.7K -210 -6%
AWA
1141
Arete Wealth Advisors
Illinois
$478K +$9.79K +68 +2%
SG
1142
StoneX Group
New York
$473K -$32.2K -224 -6%
RFO
1143
RiverGlades Family Offices
Florida
$473K +$5.76K +40 +1%
SC
1144
Savant Capital
Illinois
$473K +$6.04K +42 +1%
AFM
1145
Abbot Financial Management
Massachusetts
$472K +$29.4K +204 +7%
MAFM
1146
Mid Atlantic Financial Management
Pennsylvania
$472K +$126K +875 +36%
PWP
1147
Principle Wealth Partners
Connecticut
$471K -$1.59K -11 -0.3%
AF
1148
Advisornet Financial
Minnesota
$470K -$175K -1,215 -27%
CA
1149
Clearstead Advisors
Ohio
$469K -$115K -798 -20%
IFG
1150
Investors Financial Group
Minnesota
$469K +$183K +1,270 +64%
44 45
46
47 48