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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 %
RWP
1426
RWA Wealth Partners
Massachusetts
$514K -$3.34K -15 -0.6%
AG
1427
AIA Group
Hong Kong
$514K +$514K +2,188 New
RMCM
1428
Reynders McVeigh Capital Management
Massachusetts
$512K -$6.9K -31 -1%
PA
1429
Parkside Advisors
California
$512K – – –
GSBTD
1430
Glenview State Bank Trust Department
Illinois
$512K – – –
HCM
1431
Harvey Capital Management
Florida
$511K – – –
PIG
1432
Pantheon Investment Group
California
$510K +$510K +2,291 New
WMSA
1433
Weiss Multi-Strategy Advisers
New York
$509K -$31.7M -142,368 -98%
EP
1434
Eudaimonia Partners
Tennessee
$508K +$20.7K +93 +4%
FPS
1435
Fieldpoint Private Securities
Connecticut
$507K +$75.7K +340 +18%
CPW
1436
Catalyst Private Wealth
California
$504K – – –
CWM
1437
Cornerstone Wealth Management
Missouri
$503K +$73.6K +331 +17%
FMWA
1438
Forvis Mazars Wealth Advisors
Missouri
$502K -$36K -162 -7%
BFM
1439
Boston Financial Management
Massachusetts
$499K – – –
IF
1440
Intrua Financial
Texas
$498K +$159K +713 +47%
HCM
1441
Hengehold Capital Management
Ohio
$497K +$10.2K +46 +2%
SWA
1442
Sax Wealth Advisors
New Jersey
$496K +$496K +2,230 New
WCM
1443
WealthBridge Capital Management
Ohio
$490K +$2K +9 +0.4%
CFA
1444
Carroll Financial Associates
North Carolina
$490K +$6.89K +31 +1%
WA
1445
Wealth Advisors
California
$490K +$44.5K +200 +10%
SIA
1446
Soltis Investment Advisors
Utah
$488K +$488K +2,195 New
PP
1447
Patron Partners
Texas
$487K +$487K +2,190 New
AIS
1448
AM Investment Strategies
Tennessee
$485K -$27.8K -125 -5%
GA
1449
Geller Advisors
New York
$484K – – –
FBC
1450
Fairfield, Bush & Co
Connecticut
$483K +$483K +2,172 New
56 57
58
59 60