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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 %
CI
1201
CX Institutional
Indiana
$953K +$780K +3,505 +449%
MFW
1202
Meristem Family Wealth
Minnesota
$952K – – –
GSWM
1203
Golden State Wealth Management
California
$952K +$618K +2,775 +185%
MAM
1204
Meeder Asset Management
Ohio
$945K -$5.72M -25,733 -86%
SBSB
1205
Sullivan, Bruyette, Speros & Blaney
Virginia
$943K +$247K +1,111 +36%
PP
1206
Professional Planning
California
$942K +$942K +4,234 New
FWA
1207
FOCUS Wealth Advisors
Texas
$940K +$940K +4,225 New
RWB
1208
RMR Wealth Builders
New Jersey
$938K -$307K -1,379 -25%
PIA
1209
Perennial Investment Advisors
California
$934K +$37.6K +169 +4%
ISL
1210
Ingalls & Snyder LLC
New York
$934K +$330K +1,482 +55%
MFA
1211
Mayflower Financial Advisors
Massachusetts
$933K +$933K +4,192 New
PSP
1212
Principal Street Partners
Tennessee
$931K +$173K +779 +23%
SAG
1213
Spotlight Asset Group
Illinois
$928K -$13.6K -61 -1%
AWM
1214
Apollon Wealth Management
South Carolina
$927K +$654K +2,938 +239%
IAIM
1215
International Assets Investment Management
Florida
$923K -$39.4K -177 -4%
ABC
1216
Associated Banc-Corp
Wisconsin
$920K -$54.5K -245 -6%
ANTB
1217
AMG National Trust Bank
Colorado
$910K +$319K +1,434 +54%
RWM
1218
Ritholtz Wealth Management
New York
$906K +$181K +812 +25%
CIAS
1219
Capital Investment Advisory Services
North Carolina
$903K +$92.3K +415 +11%
EWA
1220
Exencial Wealth Advisors
Oklahoma
$899K +$136K +610 +18%
JHP
1221
James Hambro & Partners
United Kingdom
$898K +$442K +1,990 +97%
MA
1222
Mutual Advisors
Nebraska
$897K +$141K +634 +19%
AIC
1223
Argus Investors Counsel
New York
$893K +$14.5K +65 +2%
CL
1224
CIM LLC
New York
$891K -$23.2K -97 -3%
FPCP
1225
Fort Point Capital Partners
California
$891K +$64.8K +291 +8%
47 48
49
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