CRM icon

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 %
AII
1251
AGF Investments Inc
Ontario, Canada
$860K -$94.3K -424 -10%
FIM
1252
Freedom Investment Management
Connecticut
$858K +$171K +768 +25%
AWA
1253
Aaron Wealth Advisors
Illinois
$856K +$856K +3,850 New
HI
1254
Hoey Investments
Pennsylvania
$855K +$165K +743 +24%
HH
1255
Hilltop Holdings
Texas
$854K +$184K +826 +27%
CFG
1256
Cooper Financial Group
California
$853K +$535K +2,402 +168%
GWMIA
1257
Global Wealth Management Investment Advisory
Florida
$852K +$91.7K +412 +12%
RMDI
1258
R.M. Davis Inc
Maine
$849K +$285K +1,280 +50%
PWP
1259
Principle Wealth Partners
Connecticut
$847K +$102K +460 +14%
TP
1260
Tranquility Partners
Tennessee
$845K – – –
DWT
1261
Dorsey & Whitney Trust
South Dakota
$844K +$5.79K +26 +0.7%
CP
1262
Covenant Partners
Tennessee
$842K -$45.2K -203 -5%
BSW
1263
Buckingham Strategic Wealth
Missouri
$842K +$124K +557 +17%
CA
1264
Callahan Advisors
Texas
$839K +$839K +3,771 New
SFSIG
1265
San Francisco Sentry Investment Group
California
$838K -$16K -72 -2%
SWRP
1266
Summit Wealth & Retirement Planning
California
$836K +$5.56K +25 +0.7%
ESB
1267
Essex Savings Bank
Connecticut
$836K +$60.7K +273 +8%
AWM
1268
Atticus Wealth Management
Florida
$833K +$85.7K +385 +11%
WFO
1269
Wealthgate Family Office
Colorado
$830K +$830K +3,729 New
MRCM
1270
M&R Capital Management
New Jersey
$828K +$97.8K +440 +13%
CAG
1271
Crestwood Advisors Group
Massachusetts
$826K -$9.12K -41 -1%
DA
1272
DSC Advisors
Illinois
$825K +$11.6K +52 +1%
EFS
1273
Essex Financial Services
Connecticut
$825K +$71.9K +323 +10%
LC
1274
Lindbrook Capital
California
$824K -$80.2K -360 -9%
WP
1275
WealthSource Partners
California
$824K -$25.1K -113 -3%
49 50
51
52 53