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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 %
JCM
1276
Jacobi Capital Management
Pennsylvania
$270K -$4.07K -25 -1%
EA
1277
Emerald Advisers
Pennsylvania
$270K – – –
MCCP
1278
Mission Creek Capital Partners
California
$270K +$270K +1,661 New
MG
1279
Mather Group
Illinois
$270K +$270K +1,662 New
Pacer Advisors
1280
Pacer Advisors
Pennsylvania
$269K -$15M -92,487 -98%
PTP
1281
Platform Technology Partners
New York
$269K +$269K +1,653 New
KPW
1282
Kore Private Wealth
New York
$269K +$269K +1,654 New
PA
1283
Parkside Advisors
California
$268K – – –
SIAS
1284
Shine Investment Advisory Services
Colorado
$267K -$44.2K -272 -14%
AIM
1285
Aurora Investment Managers
Florida
$267K +$267K +1,644 New
GJIC
1286
Gamble Jones Investment Counsel
California
$266K +$266K +1,635 New
HWA
1287
Heritage Wealth Advisors
Virginia
$265K +$3.25K +20 +1%
WRM
1288
Weybosset Research & Management
Rhode Island
$264K +$264K +1,625 New
TNA
1289
True North Advisors
Texas
$262K +$262K +1,615 New
CA
1290
Capital Advantage
California
$261K – – –
BC
1291
Burney Company
Virginia
$260K +$260K +1,597 New
AA
1292
Ancora Advisors
Ohio
$260K +$260K +1,601 New
ISWM
1293
Independent Solutions Wealth Management
New York
$258K +$258K +1,589 New
ESB
1294
Essex Savings Bank
Connecticut
$258K -$7.33K -45 -3%
AOWM
1295
Alpha Omega Wealth Management
Virginia
$257K +$814 +5 +0.3%
SMH
1296
Sanders Morris Harris
Texas
$257K +$257K +1,550 New
CFG
1297
Cooper Financial Group
California
$256K -$30.8K -189 -11%
GFPC
1298
Global Financial Private Client
Florida
$253K +$253K +1,557 New
PWAG
1299
Polaris Wealth Advisory Group
California
$253K -$52K -285 -17%
LWP
1300
Legacy Wealth Partners
California
$253K +$253K +1,365 New
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