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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 %
AWA
1376
ARS Wealth Advisors
Florida
$588K +$34.3K +154 +6%
FFS
1377
Founders Financial Securities
Maryland
$586K +$239K +1,075 +69%
GL
1378
Graypoint LLC
New York
$584K +$16K +72 +3%
TPA
1379
Trivium Point Advisory
Connecticut
$583K +$68.2K +313 +13%
TFO
1380
Tarbox Family Office
California
$580K – – –
FNBOH
1381
First National Bank of Hutchinson
Kansas
$579K +$17.4K +77 +3%
NJBEST
1382
New Jersey Better Educational Savings Trust
New Jersey
$578K -$90K -404 -13%
MFG
1383
Magnus Financial Group
New York
$578K +$18.2K +82 +3%
PJB
1384
Paul John Balson
California
$577K – – –
SB
1385
Sunflower Bank
Texas
$577K +$31.8K +143 +6%
ECG
1386
Edge Capital Group
Georgia
$577K +$53.6K +241 +10%
PIM
1387
Parker Investment Management
California
$576K +$576K +2,588 New
RB
1388
Renasant Bank
Mississippi
$571K +$571K +2,566 New
OIM
1389
Oder Investment Management
California
$570K +$570K +2,570 New
CCM
1390
Conway Capital Management
California
$569K +$569K +2,555 New
PCM
1391
Princeton Capital Management
New Jersey
$567K +$8.01K +36 +1%
LWAC
1392
Laurel Wealth Advisors (California)
California
$565K +$94.9K +427 +20%
FGAM
1393
Financial Gravity Asset Management
Texas
$563K +$563K +2,570 New
TPI
1394
Tesco Pension Investment
United Kingdom
$562K – – –
EWM
1395
Evermay Wealth Management
Virginia
$562K +$259K +1,164 +86%
FFC
1396
First Financial Corp
Indiana
$561K -$4.67K -21 -0.8%
AA
1397
Ancora Advisors
Ohio
$559K +$153K +689 +38%
OPWM
1398
Oxinas Partners Wealth Management
Indiana
$555K +$555K +2,494 New
DC
1399
Davenport & Co
Virginia
$554K -$162K -727 -23%
DC
1400
DeDora Capital
California
$553K +$22.7K +102 +4%
54 55
56
57 58