CRM icon

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 %
SWA
1401
Stratos Wealth Advisors
Ohio
$553K +$69K +310 +14%
DJYG
1402
David J. Yvars Group
Florida
$552K +$552K +2,480 New
RPCA
1403
Running Point Capital Advisors
California
$551K +$551K +2,474 New
CL
1404
CPWM LLC
Washington
$546K +$60.3K +271 +12%
AF
1405
Allworth Financial
California
$546K +$99.6K +448 +22%
KFI
1406
Key Financial Inc
Pennsylvania
$545K -$184K -826 -25%
CA
1407
CGN Advisors
Kansas
$544K +$544K +2,443 New
GBBWRPM
1408
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$542K -$102K -456 -16%
VFPI
1409
Vantage Financial Partners (Illinois)
Illinois
$540K -$262K -1,175 -33%
TWM
1410
Tradition Wealth Management
Minnesota
$534K +$534K +2,398 New
NFSG
1411
Newbridge Financial Services Group
Florida
$532K -$141K -636 -21%
GJIC
1412
Gamble Jones Investment Counsel
California
$531K +$8.24K +37 +2%
BCA
1413
Berman Capital Advisors
Georgia
$529K +$39K +176 +8%
SSWM
1414
Smith Salley Wealth Management
North Carolina
$529K +$110K +494 +26%
SAM
1415
Sequent Asset Management
Texas
$529K +$529K +2,376 New
OCM
1416
One Capital Management
California
$527K +$140K +627 +36%
AFS
1417
Aft Forsyth & Sober
Florida
$523K +$490K +2,200 +1,467%
FHA
1418
First Horizon Advisors
Tennessee
$522K +$319K +1,435 +157%
WTB
1419
Washington Trust Bank
Washington
$522K +$522K +2,347 New
FNBT
1420
FineMark National Bank & Trust
Florida
$520K +$134K +601 +35%
TA
1421
TFG Advisers
Michigan
$519K -$55.3K -249 -10%
EP
1422
EPIQ Partners
Minnesota
$519K +$275K +1,235 +113%
ICG
1423
InterOcean Capital Group
Tennessee
$517K +$517K +2,325 New
KP
1424
Keel Point
Alabama
$516K -$15.1K -68 -3%
SICM
1425
Sustainable Insight Capital Management
New York
$515K +$515K +2,313 New
55 56
57
58 59