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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 %
TCM
1326
Teza Capital Management
Illinois
$260K -$769K -5,349 -75%
RMCM
1327
Reynders McVeigh Capital Management
Massachusetts
$260K +$260K +1,807 New
HS
1328
Haafor (Singapore)
Singapore
$260K +$260K +1,808 New
TF
1329
Tompkins Financial
New York
$258K -$2.3K -16 -0.9%
SVWAG
1330
Sound View Wealth Advisors Group
Georgia
$258K +$4.17K +29 +2%
TYCC
1331
Texas Yale Capital Corp
Florida
$256K -$16.3K -113 -6%
IAP
1332
Indie Asset Partners
Indiana
$256K +$1.73K +12 +0.7%
CQS
1333
Credential Qtrade Securities
$255K +$176K +1,223 +224%
MG
1334
Mather Group
Illinois
$254K +$15.1K +105 +6%
SFSG
1335
Stearns Financial Services Group
North Carolina
$254K +$46.1K +320 +22%
DWA
1336
Dougherty Wealth Advisers
Minnesota
$253K – – –
NF
1337
Nikulski Financial
Iowa
$253K – – –
PC
1338
Permanens Capital
New York
$252K -$324K -2,250 -56%
FPS
1339
Fieldpoint Private Securities
Connecticut
$252K +$136K +944 +117%
CFG
1340
Cooper Financial Group
California
$251K +$24.5K +170 +11%
RSWM
1341
Robertson Stephens Wealth Management
California
$251K +$251K +1,741 New
PNC
1342
Park National Corp
Ohio
$250K +$29K +202 +13%
WP
1343
WMS Partners
Maryland
$249K -$20.3K -141 -8%
IAN
1344
Integrated Advisors Network
Texas
$247K -$350K -2,437 -59%
SIA
1345
Starfire Investment Advisers
Michigan
$247K – – –
GCP
1346
GSA Capital Partners
United Kingdom
$246K +$246K +1,708 New
Two Sigma Advisers
1347
Two Sigma Advisers
New York
$245K +$245K +1,700 New
AIC
1348
Ameritas Investment Company
Nebraska
$244K +$141K +1,019 +138%
EI
1349
Ellevest Inc
New York
$243K +$175K +1,217 +257%
ESB
1350
Essex Savings Bank
Connecticut
$240K +$11.7K +81 +5%
52 53
54
55 56