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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 %
CFA
1351
Cahill Financial Advisors
Minnesota
$653K -$58.3K -262 -8%
MA
1352
MUFG Americas
New York
$646K +$5.57K +25 +0.9%
M1FG
1353
Mach-1 Financial Group
Arkansas
$645K +$645K +2,902 New
CPA
1354
Clear Perspective Advisors
Illinois
$639K +$87.5K +393 +16%
TCM
1355
Tradewinds Capital Management
Washington
$636K +$11.8K +53 +2%
CA
1356
Calton & Associates
Florida
$631K +$49.4K +222 +8%
GW
1357
GW & Wade
Massachusetts
$626K +$368K +1,655 +143%
AF
1358
Advisornet Financial
Minnesota
$625K -$37.6K -169 -6%
LWA
1359
Lineweaver Wealth Advisors
Ohio
$625K +$276K +1,243 +79%
CWM
1360
Centric Wealth Management
Illinois
$624K +$624K +2,803 New
QI
1361
Qtron Investments
Massachusetts
$619K +$136K +609 +28%
WFG
1362
Wills Financial Group
Virginia
$618K +$618K +2,780 New
WCM
1363
Whitener Capital Management
North Carolina
$615K – – –
PCG
1364
Private Capital Group
Connecticut
$611K +$74.6K +335 +14%
WP
1365
Waycross Partners
Kentucky
$611K +$611K +2,746 New
EW
1366
Evoke Wealth
California
$603K +$139K +623 +30%
PMA
1367
Prudent Man Advisors
Illinois
$601K -$27.2K -122 -4%
BWP
1368
BSW Wealth Partners
Colorado
$601K +$141K +633 +31%
ADIM
1369
Alpha DNA Investment Management
Maryland
$601K +$601K +2,702 New
DA
1370
DCM Advisors
New York
$600K +$600K +2,695 New
AA
1371
Argent Advisors
Louisiana
$598K +$598K +2,686 New
MCC
1372
Malaga Cove Capital
California
$596K +$596K +2,693 New
BS
1373
Boenning & Scattergood
Pennsylvania
$592K -$17.8K -80 -3%
CFGS
1374
Concourse Financial Group Securities
Alabama
$589K +$161K +725 +38%
BPM
1375
Bowling Portfolio Management
Ohio
$588K -$51.7K -232 -8%
53 54
55
56 57