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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 %
BWM
1126
BigSur Wealth Management
Florida
$1.18M -$44.5K -200 -4%
RCAG
1127
Rehmann Capital Advisory Group
Michigan
$1.18M +$113K +446 +11%
LS
1128
Leelyn Smith
Illinois
$1.17M +$156K +699 +15%
EH
1129
Equitable Holdings
New York
$1.17M +$397K +1,783 +51%
GIA
1130
Gladstone Institutional Advisory
Florida
$1.17M +$220K +989 +23%
CCM
1131
Coldstream Capital Management
Washington
$1.16M +$304K +1,368 +36%
CT
1132
Columbia Trust
Oregon
$1.15M +$1.15M +5,161 New
SFI
1133
SPC Financial Inc
Maryland
$1.15M +$637K +2,862 +125%
SCM
1134
Stevens Capital Management
Pennsylvania
$1.15M +$1.15M +5,149 New
BPA
1135
Beacon Pointe Advisors
California
$1.14M +$319K +1,435 +39%
WMP
1136
Wealth Management Partners
Arizona
$1.14M +$1.14M +5,045 New
WSFS
1137
Wilmington Savings Fund Society
Delaware
$1.14M -$36K -162 -3%
DAM
1138
Doheny Asset Management
California
$1.13M -$8.9K -40 -0.8%
GDP
1139
Great Diamond Partners
Maine
$1.13M -$18.5K -83 -2%
CCM
1140
Compton Capital Management
Rhode Island
$1.13M +$22.3K +100 +2%
CF
1141
Centaurus Financial
California
$1.13M +$113K +508 +11%
BCM
1142
Bienville Capital Management
New York
$1.13M – – –
PA
1143
Procyon Advisors
Connecticut
$1.12M +$37.8K +170 +3%
GFP
1144
Gryphon Financial Partners
Ohio
$1.12M -$5.78K -26 -0.5%
HC
1145
Hourglass Capital
Texas
$1.11M +$1.11M +5,000 New
WEC
1146
Winslow Evans & Crocker
Massachusetts
$1.11M +$319K +2,036 +40%
OPW
1147
Oxler Private Wealth
New York
$1.11M +$1.11M +5,000 New
RAM
1148
Redmond Asset Management
Virginia
$1.11M -$150K -672 -12%
LB
1149
Legacy Bridge
Iowa
$1.11M +$140K +627 +14%
LSAG
1150
Lake Street Advisors Group
New Hampshire
$1.11M +$445 +2 +0%
44 45
46
47 48