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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 %
Fayez Sarofim & Co
1451
Fayez Sarofim & Co
Texas
$482K +$24.5K +110 +5%
TYCC
1452
Texas Yale Capital Corp
Florida
$482K +$86.2K +387 +22%
CFG
1453
Citizens Financial Group
Rhode Island
$482K +$235K +1,058 +95%
XF
1454
XML Financial
Maryland
$481K +$110K +494 +30%
QCM
1455
Quantinno Capital Management
New York
$479K – – –
IA
1456
IFG Advisors
Missouri
$479K – – –
SWA
1457
Sutton Wealth Advisors
Florida
$479K +$4.01K +18 +0.8%
EI
1458
Ellevest Inc
New York
$475K -$66.3K -298 -12%
ADL
1459
Asset Dedication LLC
California
$474K +$109K +490 +30%
CWP
1460
Curated Wealth Partners
California
$474K +$474K +2,130 New
HTHT
1461
Hemenway Trust Hemenway Trust
New Hampshire
$472K -$47.2K -212 -9%
MSR
1462
Main Street Research
Connecticut
$471K +$12.5K +56 +3%
CP
1463
Camelot Portfolios
Ohio
$467K +$192K +862 +70%
VHAM
1464
Van Hulzen Asset Management
California
$465K -$4.02M -18,050 -90%
KPW
1465
Kore Private Wealth
New York
$464K +$225K +1,010 +94%
CC
1466
Cadinha & Co
Hawaii
$462K +$166K +745 +56%
SCP
1467
Shorepoint Capital Partners
Massachusetts
$462K +$462K +2,078 New
KOMWMG
1468
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$458K +$213K +959 +87%
OAM
1469
Occidental Asset Management
California
$457K +$10K +45 +2%
GAMC
1470
Garner Asset Management Corp
Texas
$456K – – –
WOC
1471
West Oak Capital
California
$453K +$442K +1,985 +3,970%
NF
1472
Nikulski Financial
Iowa
$452K -$11.1K -50 -2%
SHWM
1473
Silicon Hills Wealth Management
Texas
$450K -$61.2K -275 -12%
FPF
1474
First Pacific Financial
Washington
$450K +$450K +2,022 New
AWM
1475
Accel Wealth Management
Iowa
$450K +$450K +2,024 New
57 58
59
60 61