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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 %
FUBT
1151
First United Bank & Trust
Maryland
$1.1M +$17.1K +77 +2%
DP
1152
Denver PWM
Colorado
$1.08M – – –
CAMG
1153
CWA Asset Management Group
Florida
$1.08M +$121K +544 +13%
BDFN
1154
Bond & Devick Financial Network
Minnesota
$1.08M +$1.08M +4,855 New
AFP
1155
Ausdal Financial Partners
Iowa
$1.08M +$688K +3,094 +176%
C
1156
Certuity
Florida
$1.08M +$326K +1,464 +43%
SWMG
1157
Signature Wealth Management Group
Georgia
$1.06M +$1.06M +4,764 New
CCM
1158
Cribstone Capital Management
Maine
$1.06M +$22.7K +102 +2%
WI
1159
Wafra Inc
New York
$1.06M +$1.06M +4,761 New
PA
1160
PSI Advisors
Florida
$1.06M +$1.06M +4,750 New
EH
1161
Employers Holdings
Nevada
$1.05M – – –
QCM
1162
Quest Capital Management
Texas
$1.05M +$136K +611 +15%
AFM
1163
Abbot Financial Management
Massachusetts
$1.05M +$303K +1,361 +41%
BFS
1164
Bard Financial Services
Connecticut
$1.05M +$1.05M +4,710 New
WA
1165
Wealth Alliance
New York
$1.05M -$32.5K -146 -3%
KTC
1166
Kistler-Tiffany Companies
Pennsylvania
$1.04M +$123K +553 +13%
IA
1167
Insight Advisors
Pennsylvania
$1.04M +$1.04M +4,679 New
SP
1168
Symmetry Partners
Connecticut
$1.04M +$60.1K +270 +6%
GC
1169
GFG Capital
Florida
$1.04M +$144K +647 +16%
JIP
1170
Jaffetilchin Investment Partners
Florida
$1.04M +$657K +2,954 +172%
GI
1171
GAMCO Investors
Connecticut
$1.03M +$495K +2,224 +92%
TNBTD
1172
Trustmark National Bank Trust Department
Mississippi
$1.03M +$1.03M +4,622 New
MPPLM
1173
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.02M +$176K +792 +21%
BBHC
1174
Brown Brothers Harriman & Co
New York
$1.02M -$86.8K -390 -8%
GCA
1175
Guardian Capital Advisors
Ontario, Canada
$1.02M +$471K +2,125 +86%
45 46
47
48 49