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Salesforce
CRM

Overview Fund Activity

1,574 hedge funds and large institutions have $120B invested in Salesforce in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 629 increasing their positions, 496 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,574
Holders Change
+155
Holders Change %
+10.92%
% of All Funds
31.08%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.76%
New
264
Increased
629
Reduced
496
Closed
89
Calls
$1.88B
Puts
$2.72B
Net Calls
-$841M
Net Calls Change
-$524M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$501M
2
ClearBridge Investments
ClearBridge Investments
New York
+$457M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$283M
4
FCM
Farallon Capital Management
California
+$281M
5
Morgan Stanley
Morgan Stanley
New York
+$228M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$441M
2
Jennison Associates
Jennison Associates
New York
-$277M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$272M
4
Tiger Global Management
Tiger Global Management
New York
-$271M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
1226
Firestone Capital Management
Florida
$329K +$329K +2,023 New
CIM
1227
CIM Investment Management
Pennsylvania
$327K – – –
VC
1228
Veracity Capital
Georgia
$327K +$327K +2,010 New
AC
1229
Alley Company
Illinois
$325K -$48.8K -300 -13%
MTC
1230
McDaniel Terry & Co
Texas
$325K – – –
IFG
1231
Investors Financial Group
Minnesota
$323K +$323K +1,985 New
AP
1232
Appleton Partners
Massachusetts
$322K -$10.6K -65 -3%
GFS
1233
GYL Financial Synergies
Connecticut
$322K +$1.14K +7 +0.4%
NF
1234
Nikulski Financial
Iowa
$319K -$18.2K -100 -5%
FMTC
1235
Farmers & Merchants Trust Company
California
$319K +$13.6K +84 +4%
HTHT
1236
Hemenway Trust Hemenway Trust
New Hampshire
$316K – – –
HCA
1237
Hyperion Capital Advisors
New York
$315K +$315K +1,934 New
BO
1238
Bach Option
Hong Kong
$314K -$156K -961 -33%
MFG
1239
Menard Financial Group
Texas
$314K +$314K +1,930 New
EP
1240
Eudaimonia Partners
Tennessee
$314K +$314K +1,933 New
PB
1241
Pinnacle Bancorp
Nebraska
$313K -$4.55K -28 -1%
TFA
1242
Teamwork Financial Advisors
Texas
$313K +$313K +1,923 New
BFA
1243
Beacon Financial Advisory
Ohio
$310K +$310K +1,911 New
TYCC
1244
Texas Yale Capital Corp
Florida
$307K – – –
TP
1245
Tranquility Partners
Tennessee
$306K – – –
PIA
1246
Perennial Investment Advisors
California
$306K +$306K +1,880 New
MYIA
1247
Mount Yale Investment Advisors
Colorado
$305K -$64K -351 -17%
GAMC
1248
Garner Asset Management Corp
Texas
$305K +$22K +135 +8%
WP
1249
WMS Partners
Maryland
$304K – – –
SC
1250
Saturna Capital
Washington
$300K – – –
48 49
50
51 52