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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 %
Select Equity Group
1201
Select Equity Group
New York
$395K +$26.1K +181 +7%
TFO
1202
Tarbox Family Office
California
$394K +$10.4K +72 +3%
TP
1203
Tranquility Partners
Tennessee
$392K +$121K +843 +45%
Cohen & Steers
1204
Cohen & Steers
New York
$390K +$338K +2,353 +655%
GT
1205
Glenview Trust
Kentucky
$389K -$19.7K -137 -5%
CCA
1206
Cobblestone Capital Advisors
New York
$387K -$38.9K -270 -9%
ST
1207
Smithfield Trust
Pennsylvania
$386K +$88.8K +616 +30%
HPWM
1208
Highland Private Wealth Management
Washington
$385K +$3.46K +24 +0.9%
FFC
1209
First Financial Corp
Indiana
$383K -$36.9K -256 -9%
OL
1210
Optas LLC
Texas
$382K +$4.46K +31 +1%
SBSB
1211
Sullivan, Bruyette, Speros & Blaney
Virginia
$378K +$7.2K +50 +2%
ISL
1212
Ingalls & Snyder LLC
New York
$376K -$168K -1,168 -31%
CMI
1213
Clare Market Investments
Texas
$375K +$125K +865 +50%
TCM
1214
Tradewinds Capital Management
Washington
$375K +$309K +2,143 +466%
FIB
1215
First Interstate Bank
Montana
$373K +$357K +2,480 +2,255%
PTP
1216
Platform Technology Partners
New York
$369K +$131K +908 +55%
HWA
1217
HCR Wealth Advisors
California
$368K -$10.1K -70 -3%
DC
1218
DeDora Capital
California
$368K -$8.63K -60 -2%
PCG
1219
Private Capital Group
Connecticut
$367K +$70K +486 +24%
BPA
1220
Beacon Pointe Advisors
California
$365K -$67.7K -471 -16%
MA
1221
Mutual Advisors
Nebraska
$365K +$62K +430 +20%
GSC
1222
G&S Capital
Colorado
$364K -$15.5K -108 -4%
BDS
1223
Banco de Sabadell
Florida
$362K -$36.9K -250 -9%
BOPW
1224
Brandywine Oak Private Wealth
Pennsylvania
$360K -$3.02K -21 -0.8%
CDH
1225
Charles D. Hyman
$359K – – –
47 48
49
50 51