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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 %
ECG
1301
Edge Capital Group
Georgia
$278K +$86.9K +603 +45%
GSWM
1302
Golden State Wealth Management
California
$276K +$276K +1,919 New
BCA
1303
Berman Capital Advisors
Georgia
$274K -$114K -796 -29%
HTHT
1304
Hemenway Trust Hemenway Trust
New Hampshire
$274K -$5.75K -40 -2%
MCCP
1305
Mission Creek Capital Partners
California
$274K +$35.2K +245 +15%
PB
1306
Pinnacle Bancorp
Nebraska
$273K -$4.32K -30 -2%
BFA
1307
Beaumont Financial Advisors
Massachusetts
$272K +$7.07K +49 +3%
CWM
1308
Circle Wealth Management
New Jersey
$271K +$26.3K +183 +11%
SC
1309
Saturna Capital
Washington
$270K +$4.32K +30 +2%
SICM
1310
Sustainable Insight Capital Management
New York
$270K +$270K +1,877 New
AP
1311
Adero Partners
California
$269K +$48.9K +340 +22%
PCM
1312
Princeton Capital Management
New Jersey
$269K +$269K +1,641 New
RWM
1313
Ritholtz Wealth Management
New York
$268K +$86.5K +601 +48%
Fayez Sarofim & Co
1314
Fayez Sarofim & Co
Texas
$267K -$28.8K -200 -10%
BC
1315
Burney Company
Virginia
$265K +$35.5K +247 +15%
FWP
1316
FAS Wealth Partners
Kansas
$265K +$265K +1,841 New
YIA
1317
YHB Investment Advisors
Connecticut
$264K – – –
PEA
1318
Pacific Edge Advisors
California
$264K +$9.78K +68 +4%
IWP
1319
Icon Wealth Partners
Texas
$264K +$264K +1,831 New
SM
1320
Senvest Management
New York
$264K +$264K +1,831 New
Pacer Advisors
1321
Pacer Advisors
Pennsylvania
$263K -$5.85K -36 -2%
FCM
1322
Firestone Capital Management
Florida
$262K -$29.5K -205 -10%
MA
1323
MANA Advisors
New York
$262K +$262K +1,819 New
AA
1324
Ancora Advisors
Ohio
$261K +$30.8K +214 +13%
CBFP
1325
Cedar Brook Financial Partners
Ohio
$261K +$73.8K +512 +39%
51 52
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