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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 %
HPC
1276
HM Payson & Co
Maine
$823K +$209K +941 +34%
ACWM
1277
Adams Chetwood Wealth Management
North Carolina
$816K -$131K -588 -14%
WMA
1278
Wealth Management Associates
New Jersey
$813K -$17.4K -78 -2%
DI
1279
DFPG Investments
Utah
$810K +$566K +2,551 +233%
WPW
1280
Waldron Private Wealth
Pennsylvania
$808K +$1.11K +5 +0.1%
VWM
1281
Venturi Wealth Management
Texas
$806K -$55K -247 -6%
MFG
1282
Merit Financial Group
Georgia
$802K +$617K +2,773 +334%
BWA
1283
Bordeaux Wealth Advisors
California
$802K +$802K +3,605 New
LSV Asset Management
1284
LSV Asset Management
Illinois
$801K – – –
OL
1285
Optas LLC
Texas
$800K -$170K -765 -18%
NL
1286
NWAM LLC
Washington
$799K +$799K +3,592 New
SWA
1287
SOA Wealth Advisors
New York
$796K +$796K +3,365 New
FF
1288
FourThought Financial
Florida
$789K +$789K +3,548 New
JCM
1289
Jacobi Capital Management
Pennsylvania
$788K +$332K +1,492 +73%
TFGT
1290
TS Financial Group (TSFG)
Illinois
$781K +$28.9K +130 +4%
NSB
1291
Norway Savings Bank
Maine
$780K +$132K +595 +20%
KLWA
1292
Kelly Lawrence W & Associates
California
$779K -$1.93M -8,660 -71%
PM
1293
Parametrica Management
Hong Kong
$779K +$779K +3,500 New
SCI
1294
S&CO Inc
Massachusetts
$777K -$18.9K -85 -2%
SFO
1295
Standard Family Office
South Dakota
$776K +$776K +3,489 New
SG
1296
Swarthmore Group
Pennsylvania
$771K -$8.55M -38,420 -92%
SC
1297
Savant Capital
Illinois
$771K +$26.3K +118 +4%
OIA
1298
OneDigital Investment Advisors
Kansas
$770K +$508K +2,285 +194%
HWA
1299
HCR Wealth Advisors
California
$768K +$160K +717 +26%
LB
1300
Leo Brokerage
Texas
$766K +$47.6K +214 +7%
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