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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 %
RA
1376
Rational Advisors
New York
$167K +$125K +770 +297%
PFBT
1377
Parkside Financial Bank & Trust
Missouri
$166K +$6.98K +43 +4%
BWM
1378
Baystate Wealth Management
Massachusetts
$165K – – –
FGAM
1379
Financial Gravity Asset Management
Texas
$163K – – –
SIC
1380
Samalin Investment Counsel
New York
$162K +$162K +997 New
LF
1381
Lee Financial
Texas
$155K – – –
1IA
1382
1834 Investment Advisors
Wisconsin
$155K – – –
TL
1383
TrueWealth LLC
Georgia
$145K +$3.57K +22 +3%
MCM
1384
Manchester Capital Management
Vermont
$143K – – –
BL
1385
Balentine LLC
Georgia
$143K +$129K +790 +888%
PVH
1386
Psagot Value Holdings
Israel
$141K -$31.1K -191 -18%
HIM
1387
Hillsdale Investment Management
Ontario, Canada
$137K – – –
AP
1388
Arlington Partners
Alabama
$137K – – –
AWM
1389
Atticus Wealth Management
Florida
$135K +$135K +830 New
HFM
1390
Hartford Financial Management
Connecticut
$133K – – –
FMII
1391
Farmers & Merchants Investments Inc
Nebraska
$131K +$2.44K +15 +2%
FPS
1392
Fieldpoint Private Securities
Connecticut
$131K +$121K +747 +1,266%
PAM
1393
Paradigm Asset Management
New York
$130K -$8.13K -50 -6%
ANBT
1394
American National Bank & Trust
Texas
$130K – – –
IRAG
1395
Investment Research & Advisory Group
Georgia
$126K +$126K +773 New
RCA
1396
Ranch Capital Advisors
Florida
$125K -$32.8K -201 -21%
FANJ
1397
Financial Architects (New Jersey)
New Jersey
$125K +$16.3K +100 +15%
POIA
1398
Pin Oak Investment Advisors
Texas
$122K +$118K +722 +2,674%
MAWCM
1399
Mine & Arao Wealth Creation & Management
California
$122K +$122K +750 New
VCP
1400
Verus Capital Partners
Arizona
$121K +$121K +743 New
54 55
56
57 58