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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 %
LIA
1276
LBMC Investment Advisors
Tennessee
$303K +$303K +2,105 New
NP
1277
NorthRock Partners
Minnesota
$297K -$223K -1,550 -43%
AF
1278
Allworth Financial
California
$297K +$1.01K +7 +0.3%
DWM
1279
Dakota Wealth Management
Florida
$296K +$86.2K +599 +41%
NAM
1280
North American Management
Massachusetts
$295K – – –
JHP
1281
James Hambro & Partners
United Kingdom
$295K – – –
RPC
1282
Rossmore Private Capital
Connecticut
$294K -$15.3K -106 -5%
CWM
1283
Cornerstone Wealth Management
Missouri
$292K -$6.06K -42 -2%
RCA
1284
Rowland Carmichael Advisors
Arizona
$291K -$51.1K -355 -15%
OR
1285
Olympiad Research
Connecticut
$291K +$291K +2,024 New
CPA
1286
Clear Perspective Advisors
Illinois
$290K +$47.2K +328 +19%
EFEM
1287
Eos Focused Equity Management
New York
$289K +$289K +2,007 New
HR
1288
Hayden Royal
North Carolina
$288K -$41.9K -291 -13%
AC
1289
Alley Company
Illinois
$288K – – –
MTC
1290
McDaniel Terry & Co
Texas
$288K – – –
PM
1291
Precept Management
Texas
$288K +$288K +2,000 New
BAC
1292
Boys Arnold & Co
North Carolina
$286K +$286K +1,985 New
GAMC
1293
Garner Asset Management Corp
Texas
$285K +$14.7K +102 +5%
EP
1294
Eudaimonia Partners
Tennessee
$284K +$5.9K +41 +2%
PCP
1295
Proficio Capital Partners
Massachusetts
$284K +$87.2K +627 +44%
VSWA
1296
Vontobel Swiss Wealth Advisors
Switzerland
$283K -$92.4K -642 -25%
FMTC
1297
Farmers & Merchants Trust Company
California
$283K – – –
GTAM
1298
Global Trust Asset Management
Florida
$282K -$205K -1,365 -42%
JCM
1299
Jacobi Capital Management
Pennsylvania
$279K +$39.8K +276 +17%
HCA
1300
Hyperion Capital Advisors
New York
$278K – – –
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