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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 %
PFGIA
1351
Patriot Financial Group Insurance Agency
Massachusetts
$214K -$31.9K -196 -13%
BFM
1352
Boston Financial Management
Massachusetts
$214K +$214K +1,318 New
AAM
1353
American Asset Management
Florida
$212K -$12.2K -75 -5%
BB
1354
Busey Bank
Illinois
$212K +$212K +1,302 New
BO
1355
BRR OpCo
Ohio
$212K +$212K +1,303 New
PV
1356
Private Vista
Illinois
$212K +$212K +1,312 New
CBFP
1357
Cedar Brook Financial Partners
Ohio
$211K -$44.3K -273 -17%
LWM
1358
Lenox Wealth Management
Ohio
$210K -$58.3K -358 -22%
KCPG
1359
Kavar Capital Partners Group
Kansas
$207K +$207K +1,274 New
IIC
1360
Integrated Investment Consultants
Michigan
$206K +$206K +1,269 New
RWM
1361
Ritholtz Wealth Management
New York
$205K +$205K +1,261 New
SFG
1362
Sather Financial Group
Texas
$204K +$204K +1,255 New
GD
1363
Grandfield & Dodd
New York
$203K +$203K +1,246 New
TAM
1364
Tradition Asset Management
Virginia
$203K +$203K +1,250 New
LNB
1365
Ledyard National Bank
$200K +$200K +1,231 New
BWA
1366
BDO Wealth Advisors
Florida
$198K – – –
CH
1367
Canton Hathaway
Rhode Island
$195K – – –
PCA
1368
Peddock Capital Advisors
Massachusetts
$195K +$195K +1,199 New
JFA
1369
JNBA Financial Advisors
Minnesota
$191K +$16.1K +99 +9%
SBL
1370
Sargent Bickham Lagudis
Colorado
$189K – – –
RIA
1371
Realta Investment Advisors
Delaware
$178K -$23.7K -145 -12%
CWA
1372
Capital Wealth Alliance
Arizona
$177K +$177K +971 New
FL
1373
Fort LP
Maryland
$174K +$174K +1,068 New
FRA
1374
Front Row Advisors
California
$173K -$1.62K -10 -0.9%
ALAM
1375
Asahi Life Asset Management
Japan
$172K -$459K -2,830 -73%
53 54
55
56 57