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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 %
CSA
1176
Cottage Street Advisors
Massachusetts
$391K -$379K -2,332 -49%
MAFM
1177
Mid Atlantic Financial Management
Pennsylvania
$391K +$13.8K +85 +4%
CBTWT
1178
Community Bank & Trust (Waco, Texas)
Texas
$391K +$142K +872 +57%
PA
1179
PSI Advisors
Florida
$391K +$391K +2,410 New
BBHC
1180
Brown Brothers Harriman & Co
New York
$390K +$38.9K +239 +11%
SIM
1181
SSI Investment Management
California
$389K -$1.3K -8 -0.3%
CCA
1182
Column Capital Advisors
Indiana
$388K +$388K +2,386 New
RCA
1183
Rowland Carmichael Advisors
Arizona
$386K -$2.93K -18 -0.8%
MPPLM
1184
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$379K +$12.2K +75 +3%
KC
1185
Knuff & Co
California
$377K +$86.1K +530 +30%
HH
1186
Hilltop Holdings
Texas
$374K -$23.7K -146 -6%
WPW
1187
Waldron Private Wealth
Pennsylvania
$374K -$1.95K -12 -0.5%
GSBTD
1188
Glenview State Bank Trust Department
Illinois
$374K – – –
HCM
1189
Harvey Capital Management
Florida
$374K – – –
LHC
1190
Little House Capital
Massachusetts
$372K +$19.6K +121 +6%
NICM
1191
Neo Ivy Capital Management
New York
$372K +$372K +2,287 New
TA
1192
TFG Advisers
Michigan
$371K +$5.53K +34 +2%
QCIG
1193
Quad-Cities Investment Group
Iowa
$368K – – –
GC
1194
GFG Capital
Florida
$364K +$364K +2,238 New
HPC
1195
HM Payson & Co
Maine
$363K -$20.3K -125 -5%
AWA
1196
ARS Wealth Advisors
Florida
$361K -$108K -665 -23%
CWP
1197
Capital Wealth Planning
Florida
$361K – – –
TCM
1198
TimesSquare Capital Management
New York
$360K -$9.65M -59,385 -96%
EWA
1199
Evolution Wealth Advisors
Florida
$360K +$351K +2,156 +3,717%
GEA
1200
Glen Eagle Advisors
New Jersey
$359K – – –
46 47
48
49 50