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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 %
OL
1151
Optas LLC
Texas
$429K +$429K +2,626 New
BWL
1152
Bogart Wealth LLC
Virginia
$428K +$30.2K +186 +8%
HWA
1153
HCR Wealth Advisors
California
$427K +$11.4K +70 +3%
DC
1154
DeDora Capital
California
$426K +$426K +2,618 New
GLI
1155
Guardian Life Insurance
New York
$425K +$7.49K +46 +2%
WCM
1156
Whitener Capital Management
North Carolina
$425K +$24.4K +150 +6%
VSWA
1157
Vontobel Swiss Wealth Advisors
Switzerland
$424K +$23.4K +144 +6%
PWMG
1158
Prestige Wealth Management Group
New Jersey
$423K -$106K -650 -20%
SBSB
1159
Sullivan, Bruyette, Speros & Blaney
Virginia
$419K -$8.13K -50 -2%
RWP
1160
RWA Wealth Partners
Massachusetts
$418K +$32.5K +200 +8%
Select Equity Group
1161
Select Equity Group
New York
$417K +$417K +2,564 New
FFG
1162
Fortem Financial Group
California
$415K – – –
SMFS
1163
Squar Milner Financial Services
California
$413K -$397K -2,444 -49%
DCM
1164
Donaldson Capital Management
Indiana
$413K +$71.3K +439 +21%
BOPW
1165
Brandywine Oak Private Wealth
Pennsylvania
$410K -$4.06K -25 -1%
SWM
1166
Segment Wealth Management
Texas
$407K -$11.7K -72 -3%
WMC
1167
Westwood Management Corporation
Illinois
$407K +$407K +2,500 New
CFG
1168
Citizens Financial Group
Rhode Island
$406K +$344K +2,114 +558%
CDH
1169
Charles D. Hyman
$405K +$1.95K +12 +0.5%
RMDI
1170
R.M. Davis Inc
Maine
$404K +$43.1K +265 +12%
WI
1171
WrapManager Inc
California
$404K +$404K +2,487 New
XF
1172
XML Financial
Maryland
$401K +$401K +2,464 New
MIC
1173
Meridian Investment Counsel
California
$399K +$41.6K +256 +12%
OAM
1174
Occidental Asset Management
California
$396K -$459K -2,822 -54%
OPS
1175
Orion Portfolio Solutions
Nebraska
$394K +$394K +2,422 New
45 46
47
48 49