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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 %
AII
1426
AGF Investments Inc
Ontario, Canada
$133K +$133K +926 New
HWA
1427
HHM Wealth Advisors
Tennessee
$131K +$131K +911 New
TL
1428
TrueWealth LLC
Georgia
$129K – – –
MCM
1429
Manchester Capital Management
Vermont
$127K – – –
LTI
1430
Laffer Tengler Investments
Tennessee
$126K +$63.5K +441 +101%
FANJ
1431
Financial Architects (New Jersey)
New Jersey
$126K +$15.9K +111 +14%
AP
1432
Arlington Partners
Alabama
$124K +$2.17K +15 +2%
HIM
1433
Hillsdale Investment Management
Ontario, Canada
$121K – – –
EWA
1434
Evolution Wealth Advisors
Florida
$118K -$201K -1,394 -63%
OSAM
1435
O'Shaughnessy Asset Management
Connecticut
$118K -$100K -699 -46%
PAM
1436
Paradigm Asset Management
New York
$115K – – –
ANBT
1437
American National Bank & Trust
Texas
$115K – – –
ACA
1438
Aptus Capital Advisors
Alabama
$114K +$114K +798 New
MAWCM
1439
Mine & Arao Wealth Creation & Management
California
$108K – – –
BFC
1440
Bedel Financial Consulting
Indiana
$105K +$7.21K +50 +7%
TC
1441
Trust Company
Kansas
$104K – – –
1W
1442
1776 Wealth
Georgia
$104K +$66.8K +448 +179%
FWM
1443
Focused Wealth Management
New York
$101K +$14.4K +100 +17%
SMFG
1444
Sumitomo Mitsui Financial Group
Japan
$99K -$574K -3,838 -85%
SIMG
1445
Stephens Investment Management Group
Texas
$98K – – –
1IA
1446
1834 Investment Advisors
Wisconsin
$94K -$43.4K -300 -32%
IF
1447
Ironwood Financial
Arizona
$91K -$163K -1,133 -64%
WWM
1448
Willingdon Wealth Management
North Carolina
$91K -$8.08K -56 -8%
GFPC
1449
Global Financial Private Client
Florida
$90.9K -$118K -879 -56%
FMII
1450
Farmers & Merchants Investments Inc
Nebraska
$90K -$25.2K -176 -22%
56 57
58
59 60