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Salesforce
CRM

Overview Fund Activity

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B

Top Buyers

1
State Street
State Street
Massachusetts
+$1.32B
2
Citadel Advisors
Citadel Advisors
Florida
+$356M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$327M
4
GQG Partners
GQG Partners
Florida
+$298M
5
Morgan Stanley
Morgan Stanley
New York
+$281M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1B
2
LPC
Lone Pine Capital
Connecticut
-$570M
3
Jennison Associates
Jennison Associates
New York
-$523M
4
MCM
Melvin Capital Management
New York
-$420M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
1351
Orrstown Financial Services
Pennsylvania
$487K -$26.6K -105 -5%
FPS
1352
Fieldpoint Private Securities
Connecticut
$487K +$19.6K +78 +4%
HCA
1353
Hyperion Capital Advisors
New York
$486K – – –
CWM
1354
Cornerstone Wealth Management
Missouri
$485K -$5.53K -22 -1%
CFGS
1355
Concourse Financial Group Securities
Alabama
$483K +$52K +207 +12%
AP
1356
Appleton Partners
Massachusetts
$481K -$3.77K -15 -0.8%
CCP
1357
Cardan Capital Partners
Colorado
$481K +$25.2K +100 +6%
FQ
1358
First Quadrant
California
$480K -$988K -3,929 -67%
Cetera Investment Advisers
1359
Cetera Investment Advisers
Illinois
$478K +$181K +720 +61%
IAN
1360
Integrated Advisors Network
Texas
$477K +$45.3K +180 +10%
TWI
1361
Thomas White International
Illinois
$476K – – –
P
1362
&Partners
Tennessee
$475K -$50.3K -200 -10%
SSWM
1363
Smith Salley Wealth Management
North Carolina
$473K -$5.02K -20 -1%
PB
1364
Pinnacle Bancorp
Nebraska
$471K -$5.02K -20 -1%
TCM
1365
TimesSquare Capital Management
New York
$470K -$69.1K -275 -13%
LIA
1366
LBMC Investment Advisors
Tennessee
$470K +$470K +1,871 New
BMM
1367
Buffington Mohr McNeal
Idaho
$470K +$470K +1,871 New
CW
1368
CreativeOne Wealth
Kansas
$469K +$469K +1,869 New
SRC
1369
Sage Rhino Capital
California
$465K -$724K -2,879 -61%
AA
1370
Ancora Advisors
Ohio
$458K – – –
Qube Research & Technologies (QRT)
1371
Qube Research & Technologies (QRT)
United Kingdom
$456K -$233K -928 -34%
TNA
1372
True North Advisors
Texas
$456K +$46.9K +187 +11%
VC
1373
Veracity Capital
Georgia
$456K +$456K +1,816 New
CIP
1374
Convergence Investment Partners
Florida
$452K +$13.6K +54 +3%
AWCI
1375
Alpine Woods Capital Investors
New York
$452K +$50.2K +200 +13%
53 54
55
56 57