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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 %
GWM
1326
Geneos Wealth Management
Colorado
$234K +$33.8K +205 +17%
BCWM
1327
Bartlett & Co Wealth Management
Ohio
$232K +$10.2K +63 +5%
KPCM
1328
Kings Point Capital Management
New York
$231K +$84.5K +520 +58%
MWM
1329
Mattern Wealth Management
Kansas
$231K +$231K +1,420 New
AWA
1330
Arkadios Wealth Advisors
Georgia
$230K +$230K +1,220 New
AFM
1331
Andesa Financial Management
Pennsylvania
$230K -$18.6K -115 -7%
PCP
1332
Proficio Capital Partners
Massachusetts
$230K +$230K +1,415 New
AWM
1333
Aevitas Wealth Management
Massachusetts
$229K +$229K +1,408 New
PL
1334
Plancorp LLC
Missouri
$227K -$200K -1,229 -47%
HCM
1335
HMS Capital Management
Tennessee
$227K – – –
IC
1336
InterOcean Capital
Illinois
$224K – – –
SG
1337
Somerset Group
Minnesota
$224K – – –
TWA
1338
TCI Wealth Advisors
Arizona
$224K +$30.4K +187 +16%
CP
1339
Covenant Partners
Tennessee
$224K +$224K +1,378 New
FAM
1340
Formidable Asset Management
Ohio
$222K +$222K +1,222 New
OCM
1341
One Capital Management
California
$221K – – –
SIM
1342
Sonora Investment Management
Arizona
$221K +$4.38K +27 +2%
FNBT
1343
FineMark National Bank & Trust
Florida
$221K +$221K +1,361 New
CAM
1344
Claret Asset Management
Quebec, Canada
$219K +$219K +1,344 New
ACM
1345
Advisors Capital Management
New Jersey
$219K +$219K +1,347 New
HJMC
1346
Hellman Jordan Management Company
Massachusetts
$218K -$5.53K -34 -2%
JF
1347
JSF Financial
California
$218K +$218K +1,343 New
FMT
1348
First Mercantile Trust
Tennessee
$217K +$106K +650 +95%
ECG
1349
Edge Capital Group
Georgia
$216K -$130K -800 -38%
RIS
1350
Retirement Income Solutions
Michigan
$216K +$216K +1,330 New
52 53
54
55 56