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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 %
FMWA
1301
Forvis Mazars Wealth Advisors
Missouri
$253K +$253K +1,555 New
BTW
1302
Boston Trust Walden
Massachusetts
$253K +$253K +1,557 New
CCMW
1303
Cypress Capital Management (Wyoming)
Wyoming
$252K – – –
RT
1304
Rockland Trust
Massachusetts
$252K +$252K +1,545 New
VWA
1305
V Wealth Advisors
Kansas
$250K – – –
BDF
1306
Balasa Dinverno & Foltz
$250K +$3.9K +24 +2%
PP
1307
PagnatoKarp Partners
Virginia
$250K +$250K +1,535 New
PNC
1308
Park National Corp
Ohio
$250K +$250K +1,537 New
SCP
1309
Stamos Capital Partners
California
$250K +$250K +1,540 New
AP
1310
Adero Partners
California
$249K +$249K +1,530 New
WAM
1311
Weiss Asset Management
Massachusetts
$248K -$38.7K -238 -13%
OSAM
1312
O'Shaughnessy Asset Management
Connecticut
$247K +$247K +1,518 +50,600%
EWM
1313
Evermay Wealth Management
Virginia
$246K -$14.6K -90 -6%
FFN
1314
Focus Financial Network
Minnesota
$246K +$6.99K +43 +3%
NME
1315
Notis-McConarty Edward
$244K – – –
Cetera Investment Advisers
1316
Cetera Investment Advisers
Illinois
$244K +$244K +1,489 New
HL
1317
HeadInvest LLC
Maine
$240K +$240K +1,478 New
First Manhattan
1318
First Manhattan
New York
$239K – – –
UCMOK
1319
United Capital Management of KS
Kansas
$238K -$17.3K -106 -7%
C
1320
Certuity
Florida
$238K +$238K +1,466 New
DWM
1321
Dakota Wealth Management
Florida
$237K +$237K +1,458 New
WB
1322
West Bancorporation
Iowa
$237K +$237K +1,460 New
SFSG
1323
Stearns Financial Services Group
North Carolina
$235K – – –
CAN
1324
Claraphi Advisory Network
United States
$234K -$81.1K -499 -26%
CG
1325
Cynosure Group
Utah
$234K – – –
51 52
53
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