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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 %
SIAS
1376
Shine Investment Advisory Services
Colorado
$222K -$14.6K -101 -6%
PP
1377
PagnatoKarp Partners
Virginia
$222K +$1.15K +8 +0.5%
HL
1378
HeadInvest LLC
Maine
$221K +$8.62K +60 +4%
EWM
1379
Evermay Wealth Management
Virginia
$218K – – –
PWMG
1380
Prestige Wealth Management Group
New Jersey
$217K -$157K -1,090 -42%
SBL
1381
Sargent Bickham Lagudis
Colorado
$217K +$49.3K +342 +29%
NME
1382
Notis-McConarty Edward
$216K – – –
FM
1383
Fondren Management
Texas
$216K +$216K +1,500 New
EMG
1384
Ellington Management Group
Connecticut
$216K +$216K +1,500 New
CI
1385
CAZ Investments
Texas
$216K +$216K +1,500 New
RT
1386
Rockland Trust
Massachusetts
$215K -$7.19K -50 -3%
SIM
1387
Sonora Investment Management
Arizona
$215K +$18.9K +131 +10%
NWS
1388
Newport Wealth Strategies
California
$213K -$717K -4,544 -77%
NGA
1389
Naples Global Advisors
Florida
$212K +$212K +1,475 New
First Manhattan
1390
First Manhattan
New York
$211K – – –
GIA
1391
GHP Investment Advisors
Colorado
$210K +$210K +1,456 New
HJMC
1392
Hellman Jordan Management Company
Massachusetts
$207K +$13.8K +96 +7%
CRWM
1393
Castle Rock Wealth Management
California
$206K -$316K -1,895 -61%
PFA
1394
Pathway Financial Advisors
Vermont
$206K – – –
OC
1395
Oakworth Capital
Alabama
$205K +$115K +799 +128%
BTW
1396
Boston Trust Walden
Massachusetts
$204K -$19.8K -138 -9%
CCM
1397
Consolidated Capital Management
California
$204K +$204K +1,415 New
AWM
1398
Aevitas Wealth Management
Massachusetts
$203K – – –
KCPG
1399
Kavar Capital Partners Group
Kansas
$203K +$20K +139 +11%
AFM
1400
Andesa Financial Management
Pennsylvania
$202K -$2.01K -14 -1%
54 55
56
57 58