CRM icon

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 %
TNA
1351
True North Advisors
Texas
$239K +$7.18K +50 +3%
GFS
1352
GYL Financial Synergies
Connecticut
$238K -$47.3K -328 -17%
PWAG
1353
Polaris Wealth Advisory Group
California
$238K +$38.3K +266 +19%
AFG
1354
Albion Financial Group
Utah
$237K +$237K +1,646 New
NAS
1355
Nicolet Advisory Services
Wisconsin
$236K +$236K +1,639 New
QCIG
1356
Quad-Cities Investment Group
Iowa
$235K -$89.1K -620 -27%
JWCA
1357
J.W. Cole Advisors
Florida
$234K -$415K -2,887 -64%
TWA
1358
TCI Wealth Advisors
Arizona
$234K +$35.9K +249 +18%
Voloridge Investment Management
1359
Voloridge Investment Management
Florida
$233K -$5.74M -39,805 -96%
CWA
1360
Clarity Wealth Advisors
California
$233K -$63.7K -443 -21%
CA
1361
Capital Advantage
California
$233K – – –
KPCM
1362
Kings Point Capital Management
New York
$233K +$28.7K +200 +14%
MWM
1363
Mattern Wealth Management
Kansas
$233K +$28.8K +200 +14%
GL
1364
Graypoint LLC
New York
$232K +$232K +1,617 New
HWA
1365
Heritage Wealth Advisors
Virginia
$231K -$2.88K -20 -1%
WIA
1366
World Investment Advisors
California
$231K +$231K +1,606 New
CIP
1367
Convergence Investment Partners
Florida
$230K -$16.7K -116 -7%
RPWA
1368
Regent Peak Wealth Advisors
Georgia
$229K -$13.9K -97 -6%
JIM
1369
Jupiter Investment Management
United Kingdom
$228K -$87.5K -610 -28%
WP
1370
WealthShield Partners
North Carolina
$228K +$228K +1,585 New
CAM
1371
CenterStar Asset Management
Illinois
$227K – – –
PFGIA
1372
Patriot Financial Group Insurance Agency
Massachusetts
$227K +$37.7K +262 +20%
MS
1373
Mizuho Securities
Japan
$226K -$2.48M -17,251 -92%
WRM
1374
Weybosset Research & Management
Rhode Island
$224K – – –
BDF
1375
Balasa Dinverno & Foltz
$223K +$2.16K +15 +1%
53 54
55
56 57