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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 %
FAIM
1226
Financial Advocates Investment Management
Washington
$891K +$232K +1,042 +35%
JWBC
1227
J.W. Burns & Co
New York
$891K +$446K +2,004 +100%
WFC
1228
Western Financial Corp
California
$891K +$891K +4,004 New
ICM
1229
Ionic Capital Management
New York
$890K -$9.66M -43,404 -92%
WAS
1230
WESPAC Advisors SoCal
California
$889K +$14.5K +65 +2%
SG
1231
StoneX Group
New York
$889K +$187K +840 +27%
WWS
1232
Wellington Wealth Strategies
Indiana
$889K +$889K +3,378 New
RIA
1233
Realta Investment Advisors
Delaware
$887K +$109K +488 +14%
PWPS
1234
Pinnacle Wealth Planning Services
Ohio
$885K -$84.8K -381 -9%
ACM
1235
Allred Capital Management
Texas
$884K -$9.78K -44 -1%
WCA
1236
Westover Capital Advisors
Delaware
$883K -$1.34K -6 -0.2%
RTC
1237
Riverview Trust Company
Washington
$883K – – –
TWI
1238
Thomas White International
Illinois
$883K +$462K +2,074 +110%
CIM
1239
CIM Investment Management
Pennsylvania
$881K +$11.8K +53 +1%
SRC
1240
Sage Rhino Capital
California
$881K +$469K +2,108 +114%
NIM
1241
NuWave Investment Management
New Jersey
$879K +$726K +3,262 +475%
TA
1242
Tectonic Advisors
Texas
$879K +$879K +3,952 New
WP
1243
WealthShield Partners
North Carolina
$877K +$96.5K +434 +12%
GLA
1244
Great Lakes Advisors
Illinois
$876K +$48.1K +216 +6%
B
1245
Bailard
California
$872K +$95.5K +429 +12%
QCG
1246
Quadrant Capital Group
Ohio
$871K +$18.2K +82 +2%
FFG
1247
Fortem Financial Group
California
$870K +$49K +220 +6%
CPIA
1248
Cornell Pochily Investment Advisors
New York
$868K +$22.3K +100 +3%
CAG
1249
Csenge Advisory Group
Florida
$866K +$866K +3,892 New
HCM
1250
Highlander Capital Management
New Jersey
$862K – – –
48 49
50
51 52