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Salesforce
CRM

Overview Fund Activity

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B

Top Buyers

1
State Street
State Street
Massachusetts
+$1.32B
2
Citadel Advisors
Citadel Advisors
Florida
+$356M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$327M
4
GQG Partners
GQG Partners
Florida
+$298M
5
Morgan Stanley
Morgan Stanley
New York
+$281M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1B
2
LPC
Lone Pine Capital
Connecticut
-$570M
3
Jennison Associates
Jennison Associates
New York
-$523M
4
MCM
Melvin Capital Management
New York
-$420M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
1201
M&R Capital Management
New Jersey
$825K -$16.3K -65 -2%
KFI
1202
Key Financial Inc
Pennsylvania
$824K – – –
RWM
1203
Ritholtz Wealth Management
New York
$819K +$148K +590 +22%
PFT
1204
Providence First Trust
Arizona
$818K +$818K +3,256 New
SFPG
1205
Stonebridge Financial Planning Group
Florida
$815K +$2.59K +10 +0.3%
BSW
1206
Buckingham Strategic Wealth
Missouri
$811K +$67.3K +268 +9%
SVWAG
1207
Sound View Wealth Advisors Group
Georgia
$810K -$52.1K -207 -6%
DC
1208
Davenport & Co
Virginia
$808K -$1.37M -5,440 -63%
ST
1209
Smithfield Trust
Pennsylvania
$805K +$39K +155 +5%
SAS
1210
Stelac Advisory Services
New York
$805K +$270K +1,075 +51%
CFA
1211
Cahill Financial Advisors
Minnesota
$803K +$51.2K +204 +7%
AC
1212
Abbrea Capital
California
$800K +$71.6K +285 +10%
AWM
1213
Avitas Wealth Management
California
$799K +$31.9K +127 +4%
YIA
1214
YHB Investment Advisors
Connecticut
$795K -$20.1K -80 -2%
SG
1215
StoneX Group
New York
$792K -$120K -477 -13%
RIM
1216
Rampart Investment Management
Connecticut
$791K -$3.33M -13,269 -81%
MGIM
1217
M&G Investment Management
United Kingdom
$788K – – –
ETC
1218
Exchange Traded Concepts
Oklahoma
$787K +$672K +2,675 +584%
SBSB
1219
Sullivan, Bruyette, Speros & Blaney
Virginia
$786K +$25.1K +100 +3%
HI
1220
Hoey Investments
Pennsylvania
$779K +$52.8K +210 +7%
FIM
1221
Freedom Investment Management
Connecticut
$776K +$31.2K +124 +4%
RSWM
1222
Robertson Stephens Wealth Management
California
$766K +$439K +1,748 +134%
DIM
1223
Delta Investment Management
California
$761K +$221K +878 +41%
NFSG
1224
Newbridge Financial Services Group
Florida
$761K +$761K +3,028 New
HPWM
1225
Highland Private Wealth Management
Washington
$760K +$7.04K +28 +0.9%
47 48
49
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