CRM icon

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 %
NSB
1176
Norway Savings Bank
Maine
$430K +$22.3K +155 +5%
AIC
1177
Argus Investors Counsel
New York
$429K +$8.35K +58 +2%
AB
1178
Atlas Brown
Kentucky
$427K -$10.4K -72 -2%
CFG
1179
Citizens Financial Group
Rhode Island
$427K +$68.7K +478 +19%
DA
1180
DSC Advisors
Illinois
$426K -$812K -5,642 -66%
PA
1181
PFG Advisors
Arizona
$426K -$48K -295 -10%
PA
1182
Parkside Advisors
California
$425K +$187K +1,301 +79%
PCM
1183
Pennsylvania Capital Management
Pennsylvania
$424K +$424K +3,158 New
AC
1184
Abbrea Capital
California
$422K +$22.6K +157 +6%
LHC
1185
Little House Capital
Massachusetts
$422K +$91.7K +637 +28%
EA
1186
Emerald Advisors
Washington
$422K +$422K +2,400 New
FNBOH
1187
First National Bank of Hutchinson
Kansas
$420K -$1.3K -9 -0.3%
NERM
1188
New England Research & Management
Illinois
$418K -$193K -1,340 -32%
VPIM
1189
Vanguard Personalized Indexing Management
California
$418K +$418K +2,906 New
CPIG
1190
Chicago Partners Investment Group
Illinois
$408K +$92.3K +568 +29%
TFA
1191
Teamwork Financial Advisors
Texas
$408K +$131K +914 +48%
SWM
1192
Segment Wealth Management
Texas
$407K +$46.9K +326 +13%
GDP
1193
Great Diamond Partners
Maine
$407K +$156K +1,086 +62%
B
1194
Bailard
California
$406K +$25.8K +179 +7%
MFG
1195
Magnus Financial Group
New York
$404K -$13.7K -95 -3%
GLA
1196
Great Lakes Advisors
Illinois
$403K +$98.7K +685 +32%
WWM
1197
WT Wealth Management
Arizona
$401K +$9.91K +69 +3%
OFS
1198
Orrstown Financial Services
Pennsylvania
$400K -$327K -2,268 -45%
WCM
1199
Whitener Capital Management
North Carolina
$399K +$23K +160 +6%
BFM
1200
Boston Financial Management
Massachusetts
$399K +$209K +1,452 +110%
46 47
48
49 50