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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 %
EPA
1176
Element Pointe Advisors
Florida
$1.02M +$57.9K +260 +6%
SF
1177
Symphony Financial
Texas
$1.02M +$46.9K +213 +5%
AFG
1178
Albion Financial Group
Utah
$1.02M +$364K +1,634 +56%
IDBONY
1179
Israel Discount Bank of New York
New York
$1.02M -$137K -614 -12%
CAAS
1180
Capital Asset Advisory Services
Michigan
$1.01M +$205K +920 +25%
KF
1181
Krilogy Financial
Missouri
$1.01M +$139K +625 +16%
RDWM
1182
Red Door Wealth Management
Tennessee
$1M +$1M +4,504 New
AWA
1183
Alta Wealth Advisors
Massachusetts
$1M +$1M +4,495 New
CAN
1184
Claraphi Advisory Network
United States
$994K +$694K +3,119 +231%
EHWM
1185
Eads & Heald Wealth Management
Georgia
$990K +$990K +4,449 New
ANB
1186
Amarillo National Bank
Texas
$982K – – –
FCA
1187
FLC Capital Advisors
California
$982K +$54.5K +245 +6%
AMC
1188
Asset Management Corp
Illinois
$981K +$501K +2,352 +105%
1SB
1189
1ST Source Bank
Indiana
$979K +$5.57K +25 +0.6%
BCM
1190
Brookstone Capital Management
Illinois
$977K +$87.9K +395 +10%
VFG
1191
V2 Financial group
Illinois
$975K +$975K +4,381 New
AB
1192
Atlas Brown
Kentucky
$971K +$58.3K +262 +6%
W
1193
WealthStone
Ohio
$968K +$667 +3 +0.1%
WWM
1194
Wolff Wiese Magana
California
$966K +$966K +4,337 New
BMM
1195
Buffington Mohr McNeal
Idaho
$962K +$545K +2,450 +131%
JWS
1196
Juncture Wealth Strategies
Arizona
$961K -$33.2K -149 -3%
SIG
1197
Sargent Investment Group
Maryland
$957K – – –
SIG
1198
Sky Investment Group
Connecticut
$957K +$107K +480 +13%
BWAM
1199
Boyd Watterson Asset Management
Ohio
$955K -$209K -937 -18%
VWM
1200
Vigilare Wealth Management
Arizona
$954K +$114K +512 +14%
46 47
48
49 50