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Salesforce
CRM

Overview Fund Activity

1,610 hedge funds and large institutions have $107B invested in Salesforce in 2020 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 716 increasing their positions, 554 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,610
Holders Change
+36
Holders Change %
+2.29%
% of All Funds
35.56%
Holding in Top 10
98
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.11%
% of All Funds
2.16%
New
185
Increased
716
Reduced
554
Closed
131
Calls
$1.8B
Puts
$2.29B
Net Calls
-$494M
Net Calls Change
+$347M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$986M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$519M
3
Polen Capital Management
Polen Capital Management
Florida
+$429M
4
DZ Bank
DZ Bank
Germany
+$294M
5
Bank of America
Bank of America
North Carolina
+$282M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$673M
2
Sands Capital Management
Sands Capital Management
Virginia
-$367M
3
MCMC
Matrix Capital Management Company
New Hampshire
-$345M
4
ECU
Egerton Capital (UK)
United Kingdom
-$258M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
1251
PFS Investments
Georgia
$328K +$328K +2,281 New
CWP
1252
Capital Wealth Planning
Florida
$320K +$144 +1 +0%
SWA
1253
Sutton Wealth Advisors
Florida
$319K +$3.89K +27 +1%
MSR
1254
Main Street Research
Connecticut
$318K -$12.5M -86,725 -98%
CAN
1255
Claraphi Advisory Network
United States
$318K +$111K +767 +53%
FFG
1256
Frisch Financial Group
New York
$318K +$318K +2,207 New
HCM
1257
Hengehold Capital Management
Ohio
$317K – – –
MS
1258
Maven Securities
Jersey
$317K +$317K +2,203 New
HT
1259
Heritage Trust
Oklahoma
$316K – – –
PIA
1260
Perennial Investment Advisors
California
$316K +$45.6K +317 +17%
QI
1261
Qtron Investments
Massachusetts
$316K +$316K +2,194 New
WA
1262
Wealth Advisors
California
$314K -$314K -2,000 -50%
GEA
1263
Glen Eagle Advisors
New Jersey
$313K -$5.18K -36 -2%
CFA
1264
Carroll Financial Associates
North Carolina
$313K -$97.1K -675 -24%
HPC
1265
HM Payson & Co
Maine
$313K -$7.91K -55 -2%
GC
1266
Gilbert & Cook
Iowa
$310K +$7.34K +51 +2%
IA
1267
IFG Advisors
Missouri
$310K +$310K +2,153 New
TFGT
1268
TS Financial Group (TSFG)
Illinois
$309K +$4.46K +31 +1%
DIM
1269
Delta Investment Management
California
$309K +$8.18K +57 +3%
AP
1270
Appleton Partners
Massachusetts
$309K +$23.8K +165 +8%
PFS
1271
Prospera Financial Services
Texas
$308K -$7.34K -51 -2%
P
1272
&Partners
Tennessee
$306K – – –
LWAC
1273
Laurel Wealth Advisors (California)
California
$304K -$422K -2,924 -58%
HA
1274
Harfst & Associates
Wyoming
$304K +$431 +3 +0.1%
SMH
1275
Sanders Morris Harris
Texas
$303K +$69.6K +462 +30%
49 50
51
52 53