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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 %
BFA
1251
Beaumont Financial Advisors
Massachusetts
$299K +$73.7K +453 +33%
YIA
1252
YHB Investment Advisors
Connecticut
$298K – – –
Rafferty Asset Management
1253
Rafferty Asset Management
New York
$297K +$297K +1,829 New
TF
1254
Tompkins Financial
New York
$294K -$19.5K -120 -6%
ECM
1255
Evergreen Capital Management
Washington
$293K -$14.6K -90 -5%
HKAM
1256
Horizon Kinetics Asset Management
New York
$289K -$46.7K -288 -14%
PEA
1257
Pacific Edge Advisors
California
$288K +$43.8K +269 +18%
IF
1258
Ironwood Financial
Arizona
$287K – – –
SVWAG
1259
Sound View Wealth Advisors Group
Georgia
$287K +$11.1K +68 +4%
IAP
1260
Indie Asset Partners
Indiana
$287K +$287K +1,765 New
DWA
1261
Dougherty Wealth Advisers
Minnesota
$286K – – –
RA
1262
RFG Advisory
Alabama
$286K +$286K +1,758 New
CL
1263
CPWM LLC
Washington
$285K +$6.66K +41 +2%
PFA
1264
Pathway Financial Advisors
Vermont
$284K – – –
MRCM
1265
M&R Capital Management
New Jersey
$284K +$162K +1,000 +133%
GDP
1266
Great Diamond Partners
Maine
$284K +$284K +1,747 New
CRCM
1267
Corbett Road Capital Management
Virginia
$283K +$283K +1,741 New
CMI
1268
Clare Market Investments
Texas
$283K -$31.7K -195 -10%
CIP
1269
Convergence Investment Partners
Florida
$279K -$1.79K -11 -0.6%
EWA
1270
Exencial Wealth Advisors
Oklahoma
$278K -$82.1K -505 -23%
SIA
1271
Starfire Investment Advisers
Michigan
$278K – – –
CWM
1272
Circle Wealth Management
New Jersey
$276K -$17.2K -106 -6%
CPA
1273
Clear Perspective Advisors
Illinois
$275K -$6.19K -38 -2%
RPWA
1274
Regent Peak Wealth Advisors
Georgia
$275K +$275K +1,691 New
FSA
1275
Fort Sheridan Advisors
Illinois
$274K +$35.6K +219 +15%
49 50
51
52 53