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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 %
GWMIA
1151
Global Wealth Management Investment Advisory
Florida
$466K +$14.3K +99 +3%
WPW
1152
Waldron Private Wealth
Pennsylvania
$465K +$134K +931 +40%
CMBA
1153
C.M. Bidwell & Associates
Hawaii
$465K +$465K +3,227 New
MGIM
1154
M&G Investment Management
United Kingdom
$462K -$62.8K -436 -12%
Harris Associates
1155
Harris Associates
Illinois
$461K – – –
PM
1156
Parametrica Management
Hong Kong
$459K +$459K +3,190 New
DCM
1157
Donaldson Capital Management
Indiana
$458K +$91.9K +638 +25%
CL
1158
CPWM LLC
Washington
$457K +$205K +1,422 +81%
SCM
1159
Southport Capital Management
Tennessee
$453K -$940K -6,529 -67%
MC
1160
Miles Capital
Iowa
$449K -$34.6K -240 -7%
CFA
1161
Cahill Financial Advisors
Minnesota
$449K – – –
EW
1162
Evoke Wealth
California
$449K -$1.73M -11,999 -79%
PJB
1163
Paul John Balson
California
$445K +$445K +3,094 New
AWM
1164
Avitas Wealth Management
California
$444K -$770K -5,348 -63%
TIA
1165
Trust Investment Advisors
Indiana
$444K +$17K +118 +4%
MAM
1166
Meeder Asset Management
Ohio
$441K +$56.9K +395 +15%
DWT
1167
Dorsey & Whitney Trust
South Dakota
$440K +$52.6K +365 +14%
FM
1168
Family Management
New York
$438K +$438K +3,041 New
CP
1169
Covenant Partners
Tennessee
$436K +$238K +1,652 +120%
FAIM
1170
Financial Advocates Investment Management
Washington
$434K +$18.8K +130 +5%
GLR
1171
Great Lakes Retirement
Ohio
$433K -$556K -3,874 -56%
HB
1172
Homrich & Berg
Georgia
$432K -$40.8K -283 -9%
EH
1173
Employers Holdings
Nevada
$432K – – –
NJBEST
1174
New Jersey Better Educational Savings Trust
New Jersey
$432K – – –
RWA
1175
Ropes Wealth Advisors
Massachusetts
$430K +$9.8K +68 +2%
45 46
47
48 49