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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 %
PFG
1401
PAX Financial Group
Texas
$202K +$202K +1,309 New
HCM
1402
HMS Capital Management
Tennessee
$201K – – –
PPP
1403
Private Portfolio Partners
New Jersey
$201K +$201K +1,394 New
XF
1404
XML Financial
Maryland
$200K -$154K -1,073 -44%
CCMW
1405
Cypress Capital Management (Wyoming)
Wyoming
$194K -$28.7K -200 -13%
FRA
1406
Front Row Advisors
California
$193K +$20.6K +127 +12%
LWM
1407
Lenox Wealth Management
Ohio
$192K +$7.03K +49 +4%
VNA
1408
Valley National Advisers
Pennsylvania
$191K -$256K -1,781 -57%
KPW
1409
Kore Private Wealth
New York
$190K -$47.7K -332 -20%
JFA
1410
JNBA Financial Advisors
Minnesota
$190K +$21K +146 +12%
SQA
1411
Simon Quick Advisors
New Jersey
$187K +$139K +968 +290%
POIA
1412
Pin Oak Investment Advisors
Texas
$184K +$76.2K +530 +71%
CCA
1413
Column Capital Advisors
Indiana
$182K -$162K -1,125 -47%
AWA
1414
Arkadios Wealth Advisors
Georgia
$180K +$4.61K +32 +3%
BWA
1415
BDO Wealth Advisors
Florida
$180K +$4.89K +34 +3%
RCA
1416
Ranch Capital Advisors
Florida
$180K +$69.7K +485 +63%
GWM
1417
Geneos Wealth Management
Colorado
$174K -$33K -226 -16%
MRCM
1418
M&R Capital Management
New Jersey
$170K -$81.1K -565 -32%
WB
1419
West Bancorporation
Iowa
$164K -$45.9K -319 -22%
BL
1420
Balentine LLC
Georgia
$147K +$20.2K +140 +16%
BWM
1421
Baystate Wealth Management
Massachusetts
$146K – – –
CFGS
1422
Concourse Financial Group Securities
Alabama
$144K +$48.8K +338 +51%
PHK
1423
Point72 Hong Kong
Hong Kong
$141K -$1.1M -7,599 -89%
PFBT
1424
Parkside Financial Bank & Trust
Missouri
$138K -$9.06K -63 -6%
NIM
1425
NuWave Investment Management
New Jersey
$138K +$85.6K +596 +163%
55 56
57
58 59