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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 %
AIC
1401
Ameritas Investment Company
Nebraska
$120K -$22.6K -139 -16%
TC
1402
Trust Company
Kansas
$118K – – –
AFS
1403
Aft Forsyth & Sober
Florida
$115K +$115K +710 New
WWM
1404
Willingdon Wealth Management
North Carolina
$112K -$6.68K -41 -6%
SIMG
1405
Stephens Investment Management Group
Texas
$111K – – –
OC
1406
Oakworth Capital
Alabama
$111K +$97.3K +547 +710%
BFC
1407
Bedel Financial Consulting
Indiana
$110K +$8.6K +53 +8%
CFGS
1408
Concourse Financial Group Securities
Alabama
$107K +$71.6K +441 +202%
HAM
1409
Highstreet Asset Management
Ontario, Canada
$105K -$26.3K -162 -20%
TCWM
1410
Total Clarity Wealth Management
Illinois
$103K +$103K +635 New
VCM
1411
Versant Capital Management
Arizona
$101K -$7.94K -49 -7%
MA
1412
MUFG Americas
New York
$98K – – –
FWM
1413
Focused Wealth Management
New York
$98K – – –
GCM
1414
Gladius Capital Management
Illinois
$97K -$866K -5,303 -90%
BCM
1415
Blume Capital Management
California
$97K – – –
KWM
1416
Keebeck Wealth Management
Illinois
$93K +$93K +575 New
CQS
1417
Credential Qtrade Securities
$88.6K +$88.6K +545 New
TRCT
1418
Tower Research Capital (TRC)
New York
$88K -$2.65M -16,284 -97%
RFWA
1419
RPg Family Wealth Advisory
Massachusetts
$87.3K – – –
WC
1420
Whitnell & Co
Illinois
$87K – – –
JFGIW
1421
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84K -$475K -2,920 -85%
SLF
1422
Sun Life Financial
Ontario, Canada
$84K -$33.2K -204 -28%
IFAM
1423
Institutional & Family Asset Management
Colorado
$84K +$25.4K +156 +43%
SC
1424
Solstein Capital
California
$83K +$83K +510 New
DSC
1425
Duncker Streett & Co
Missouri
$82K +$82K +505 New
55 56
57
58 59