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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 %
GEA
1326
Glen Eagle Advisors
New Jersey
$711K +$107K +482 +18%
LTI
1327
Laffer Tengler Investments
Tennessee
$709K +$195K +878 +38%
SVWAG
1328
Sound View Wealth Advisors Group
Georgia
$709K -$8.01K -36 -1%
GSC
1329
G&S Capital
Colorado
$707K -$50.9K -229 -7%
AWA
1330
Arete Wealth Advisors
Illinois
$704K -$78.9K -355 -10%
BWM
1331
Buckley Wealth Management
Nevada
$703K -$207K -930 -23%
LCM
1332
LCM Capital Management
Illinois
$699K +$699K +3,124 New
GTAM
1333
Global Trust Asset Management
Florida
$691K +$71.7K +322 +12%
TF
1334
TLWM Financial
Texas
$687K +$3.12K +14 +0.5%
MFG
1335
Menard Financial Group
Texas
$681K +$44.3K +199 +7%
SCM
1336
Southport Capital Management
Tennessee
$681K +$476K +2,138 +232%
FFN
1337
Focus Financial Network
Minnesota
$678K +$316K +1,422 +88%
GT
1338
Glenview Trust
Kentucky
$677K +$53.4K +240 +9%
BFA
1339
Beaumont Financial Advisors
Massachusetts
$673K +$225K +1,011 +50%
HPWM
1340
Highland Private Wealth Management
Washington
$672K -$1.56K -7 -0.2%
RWA
1341
Ropes Wealth Advisors
Massachusetts
$672K +$6.9K +31 +1%
FBT
1342
First Bank & Trust
South Dakota
$662K -$329K -1,478 -33%
MSAM
1343
Moloney Securities Asset Management
Missouri
$662K +$110K +496 +20%
HL
1344
HeadInvest LLC
Maine
$661K +$278K +1,250 +73%
AIA
1345
Angeles Investment Advisors
California
$660K -$4.45K -20 -0.7%
PTP
1346
Platform Technology Partners
New York
$660K +$73K +328 +12%
LHC
1347
Little House Capital
Massachusetts
$660K +$81.4K +366 +14%
CIC
1348
Carnegie Investment Counsel
Ohio
$660K +$472K +2,121 +252%
BOPW
1349
Brandywine Oak Private Wealth
Pennsylvania
$654K +$8.46K +38 +1%
MCCP
1350
Mission Creek Capital Partners
California
$654K +$203K +912 +45%
52 53
54
55 56