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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 %
FHA
1451
First Horizon Advisors
Tennessee
$88K +$28.2K +199 +47%
BCM
1452
Blume Capital Management
California
$86K – – –
OHS
1453
Odey Holdings (Switzerland)
Switzerland
$86K +$86K +600 New
EFSCE
1454
Enterprise Financial Services Corp (EFSC)
Missouri
$83K +$25.9K +181 +45%
VCM
1455
Versant Capital Management
Arizona
$82K -$7K -49 -8%
AWM
1456
Atticus Wealth Management
Florida
$81K -$38.4K -267 -32%
RFA
1457
Reilly Financial Advisors
California
$79K +$9.98K +69 +14%
RFWA
1458
RPg Family Wealth Advisory
Massachusetts
$77.3K – – –
IFAM
1459
Institutional & Family Asset Management
Colorado
$76K +$1.3K +9 +2%
SLF
1460
Sun Life Financial
Ontario, Canada
$76K +$1.59K +11 +2%
SC
1461
Solstein Capital
California
$75K +$1.44K +10 +2%
DWM
1462
Darwin Wealth Management
Florida
$74K +$74K +519 New
DSC
1463
Duncker Streett & Co
Missouri
$73K – – –
ME
1464
McIlrath & Eck
Washington
$73K +$10.1K +70 +16%
JFGIW
1465
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K -$2.75K -19 -4%
EWM
1466
Endurance Wealth Management
Rhode Island
$72K – – –
HRC
1467
Hoertkorn Richard Charles
$72K – – –
S
1468
Seeyond
France
$71K -$39.4K -3,744 -36%
BWM
1469
BerganKDV Wealth Management
Minnesota
$71K +$50.2K +348 +242%
AIM
1470
Anchor Investment Management
South Carolina
$71K – – –
WPA
1471
West Paces Advisors
Georgia
$68.1K +$1.15K +8 +2%
RMC
1472
Resources Management Corp
Connecticut
$67K +$2.3K +16 +4%
CYG
1473
Clean Yield Group
Vermont
$66K +$66K +461 New
HDIM
1474
Hanson & Doremus Investment Management
Vermont
$65K – – –
BWP
1475
Baldwin Wealth Partners
Massachusetts
$63K +$4.28K +30 +7%
57 58
59
60 61