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Salesforce
CRM

Overview Fund Activity

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B

Top Buyers

1
State Street
State Street
Massachusetts
+$1.32B
2
Citadel Advisors
Citadel Advisors
Florida
+$356M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$327M
4
GQG Partners
GQG Partners
Florida
+$298M
5
Morgan Stanley
Morgan Stanley
New York
+$281M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1B
2
LPC
Lone Pine Capital
Connecticut
-$570M
3
Jennison Associates
Jennison Associates
New York
-$523M
4
MCM
Melvin Capital Management
New York
-$420M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
1401
Asset Dedication LLC
California
$424K +$420K +1,628 +11,629%
CAIMH
1402
Central Asset Investments & Management Holdings
Hong Kong
$424K +$424K +1,690 New
AP
1403
Adero Partners
California
$423K -$2.26K -9 -0.5%
RPWA
1404
Regent Peak Wealth Advisors
Georgia
$422K +$40.2K +160 +11%
HR
1405
Hayden Royal
North Carolina
$420K +$73.3K +292 +21%
TF
1406
Tompkins Financial
New York
$419K -$1.76K -7 -0.4%
XF
1407
XML Financial
Maryland
$419K +$4.52K +18 +1%
SIAS
1408
Shine Investment Advisory Services
Colorado
$416K -$37.4K -149 -8%
KPCM
1409
Kings Point Capital Management
New York
$416K +$18.3K +73 +5%
SCG
1410
Sonata Capital Group
Washington
$415K +$101K +400 +32%
AWM
1411
Aevitas Wealth Management
Massachusetts
$413K – – –
FFN
1412
Focus Financial Network
Minnesota
$408K +$56.8K +226 +16%
WB
1413
West Bancorporation
Iowa
$406K +$19.6K +78 +5%
FFM
1414
Fullerton Fund Management
Singapore
$406K +$406K +1,615 New
RT
1415
Rockland Trust
Massachusetts
$404K +$58.5K +233 +17%
SIM
1416
Sonora Investment Management
Arizona
$403K +$20.9K +83 +5%
WA
1417
WBH Advisory
Maryland
$400K -$8.79K -35 -2%
CCA
1418
Cobblestone Capital Advisors
New York
$399K – – –
BL
1419
Balentine LLC
Georgia
$399K +$60.8K +242 +18%
CF
1420
Copperwynd Financial
Arizona
$399K +$106K +420 +36%
CBFP
1421
Cedar Brook Financial Partners
Ohio
$397K -$57.9K -230 -13%
WRM
1422
Weybosset Research & Management
Rhode Island
$396K -$264K -1,050 -40%
PFGIA
1423
Patriot Financial Group Insurance Agency
Massachusetts
$395K -$10.3K -41 -3%
GC
1424
Gilbert & Cook
Iowa
$395K +$395K +1,573 New
HWA
1425
Heritage Wealth Advisors
Virginia
$394K -$9.8K -39 -2%
55 56
57
58 59