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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 %
CB
1426
CNB Bank
Pennsylvania
$393K -$173K -687 -31%
VSWA
1427
Vontobel Swiss Wealth Advisors
Switzerland
$393K -$15.3K -61 -4%
LWA
1428
Lineweaver Wealth Advisors
Ohio
$393K +$42.1K +168 +12%
VAG
1429
VisionPoint Advisory Group
Texas
$393K +$393K +1,562 New
PNC
1430
Park National Corp
Ohio
$392K – – –
ACM
1431
Advisors Capital Management
New Jersey
$392K +$76.3K +303 +24%
FFS
1432
Founders Financial Securities
Maryland
$392K +$392K +1,559 New
YMRC
1433
Yorktown Management & Research Company
Virginia
$390K +$390K +1,550 New
PFA
1434
Pathway Financial Advisors
Vermont
$388K – – –
IF
1435
Intrua Financial
Texas
$380K -$2.75K -11 -0.7%
CFD
1436
Creative Financial Designs
Indiana
$379K +$158K +627 +71%
SAM
1437
Silvercrest Asset Management
New York
$378K +$503 +2 +0.1%
CM
1438
Crestline Management
Texas
$377K -$577K -2,295 -60%
GSWM
1439
Golden State Wealth Management
California
$377K -$168K -670 -31%
NP
1440
NorthRock Partners
Minnesota
$377K -$113K -450 -23%
NME
1441
Notis-McConarty Edward
$377K – – –
KCPG
1442
Kavar Capital Partners Group
Kansas
$377K +$21.6K +86 +6%
JWM
1443
Jupiter Wealth Management
Colorado
$377K +$377K +1,500 New
SBL
1444
Sargent Bickham Lagudis
Colorado
$373K -$9.31K -37 -2%
FC
1445
FORA Capital
Florida
$372K -$1.14M -4,516 -75%
CA
1446
Capital Advantage
California
$372K – – –
BFA
1447
Beacon Financial Advisory
Ohio
$370K +$370K +1,474 New
OC
1448
Oakworth Capital
Alabama
$369K +$7.29K +29 +2%
PP
1449
Pegasus Partners
Wisconsin
$368K +$74.7K +297 +25%
LA
1450
LexAurum Advisors
Kansas
$367K +$72.8K +290 +25%
56 57
58
59 60