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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 %
HRC
1426
Hoertkorn Richard Charles
$81K – – –
EWM
1427
Endurance Wealth Management
Rhode Island
$81K – – –
AIM
1428
Anchor Investment Management
South Carolina
$80.2K +$9.11K +56 +13%
RFA
1429
Reilly Financial Advisors
California
$78K +$654 +4 +0.8%
EI
1430
Ellevest Inc
New York
$77K +$58.4K +359 +315%
WPA
1431
West Paces Advisors
Georgia
$75.6K – – –
TCM
1432
Tradewinds Capital Management
Washington
$75K +$28.2K +173 +60%
RMC
1433
Resources Management Corp
Connecticut
$73K – – –
HDIM
1434
Hanson & Doremus Investment Management
Vermont
$73K – – –
LTI
1435
Laffer Tengler Investments
Tennessee
$71.1K +$71.1K +437 New
ME
1436
McIlrath & Eck
Washington
$71K +$35.1K +216 +98%
ATC
1437
Adirondack Trust Company
New York
$68K +$7.29K +40 +12%
EARNEST Partners
1438
EARNEST Partners
Georgia
$68K +$9.9K +61 +17%
BWP
1439
Baldwin Wealth Partners
Massachusetts
$67K – – –
FHA
1440
First Horizon Advisors
Tennessee
$67K +$4.44K +28 +7%
EFSCE
1441
Enterprise Financial Services Corp (EFSC)
Missouri
$65K -$21.3K -131 -25%
SIAP
1442
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$65K – – –
TSW
1443
Thompson Siegel & Walmsley
Virginia
$65K +$11.3K +69 +21%
SL
1444
Savior LLC
Massachusetts
$65K +$65K +400 New
BDWM
1445
Brewin Dolphin Wealth Management
Ireland
$62.6K -$15.3K -94 -20%
LFG
1446
Larson Financial Group
Missouri
$61K +$4.68K +29 +8%
AWM
1447
AllSquare Wealth Management
New York
$60K – – –
NIM
1448
NuWave Investment Management
New Jersey
$59K -$119K -738 -67%
GWS
1449
Glassman Wealth Services
Virginia
$59K +$12.7K +78 +27%
EMFAT
1450
Emerald Mutual Fund Advisers Trust
Pennsylvania
$59K +$59K +362 New
56 57
58
59 60