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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 %
SWP
1301
Strategic Wealth Partners
Ohio
$763K +$259K +1,163 +51%
MIH
1302
Meitav Investment House
Israel
$758K -$137K -615 -15%
CAGAS
1303
Capital Advisory Group Advisory Services
Minnesota
$756K +$666K +2,995 +741%
CPIG
1304
Chicago Partners Investment Group
Illinois
$751K +$124K +550 +20%
OFG
1305
Oxford Financial Group
Indiana
$749K -$3.34K -15 -0.4%
ST
1306
Smithfield Trust
Pennsylvania
$748K +$35.2K +158 +5%
SFPG
1307
Stonebridge Financial Planning Group
Florida
$746K +$44.5K +200 +6%
SSCA
1308
South Shore Capital Advisors
Massachusetts
$742K +$742K +3,335 New
RFO
1309
RiverGlades Family Offices
Florida
$741K +$10K +45 +1%
SAS
1310
Stelac Advisory Services
New York
$741K +$28.7K +129 +4%
DIM
1311
Delta Investment Management
California
$741K +$66.8K +300 +10%
MCC
1312
Money Concepts Capital
Florida
$740K +$740K +3,327 New
TIA
1313
Trust Investment Advisors
Indiana
$737K -$26.7K -120 -3%
HB
1314
Homrich & Berg
Georgia
$736K +$90.4K +406 +14%
TSS
1315
Two Sigma Securities
New York
$735K +$471K +2,119 +179%
SCG
1316
Sonata Capital Group
Washington
$731K +$364K +1,635 +99%
GRP
1317
Global Retirement Partners
California
$725K +$133K +597 +22%
CFD
1318
Creative Financial Designs
Indiana
$724K +$388K +1,746 +116%
LAI
1319
Legal Advantage Investments
California
$724K +$724K +3,255 New
YIA
1320
YHB Investment Advisors
Connecticut
$721K +$17.4K +78 +2%
OIA
1321
Optimum Investment Advisors
Illinois
$721K +$141K +634 +24%
BDS
1322
Banco de Sabadell
Florida
$717K +$111K +500 +18%
9WM
1323
9258 Wealth Management
Ohio
$717K +$113K +509 +19%
HA
1324
Harfst & Associates
Wyoming
$715K +$236K +1,059 +49%
CIA
1325
Capital Investment Advisors
Georgia
$715K +$458K +2,056 +178%
51 52
53
54 55