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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
$1.57B
3
Polen Capital Management
Polen Capital Management
Florida
$873M
4
DZ Bank
DZ Bank
Germany
$301M
5
Bank of America
Bank of America
North Carolina
$1.59B

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
Sands Capital Management
Sands Capital Management
Virginia
$367M
3
MCMC
Matrix Capital Management Company
New Hampshire
$378M
4
ECU
Egerton Capital (UK)
United Kingdom
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$13B
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$92.8M +$11.3M +78,718 +14%
ATN
127
AMF Tjänstepension
Sweden
$92.8M +$11.7M +81,104 +14%
Axa
128
Axa
France
$92.5M +$10.8M +74,972 +13%
PAM
129
Panagora Asset Management
Massachusetts
$92.4M +$84.2M +584,714 +1,025%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$91.4M -$109K -755 -0.1%
MNG
131
Manning & Napier Group
New York
$90.3M +$90.3M +627,315 New
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
$90.2M +$59.8M +415,338 +196%
LWCFA
133
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.2M +$6.61M +45,897 +8%
WIM
134
Waverton Investment Management
United Kingdom
$88.1M +$398K +2,763 +0.5%
Nomura Asset Management
135
Nomura Asset Management
Japan
$88M +$52.1M +361,665 +145%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$87.5M – – –
AG
137
Aperio Group
California
$81.6M +$6.6M +45,837 +9%
KBC Group
138
KBC Group
Belgium
$79.9M -$1.12M -7,813 -1%
HA
139
HHLR Advisors
Cayman Islands
$79.3M +$79.3M +550,500 New
VanEck Associates
140
VanEck Associates
New York
$76.2M -$6.54M -45,418 -8%
GGHC
141
Gilder Gagnon Howe & Co
New York
$75.8M -$2.45M -17,040 -3%
WRF
142
Waddell & Reed Financial
Kansas
$74.9M +$288 +2 +0%
Aberdeen Group
143
Aberdeen Group
United Kingdom
$74M -$2.06M -14,314 -3%
Natixis Advisors
144
Natixis Advisors
Massachusetts
$73.7M +$59.2M +410,855 +407%
Citadel Advisors
145
Citadel Advisors
Florida
$73.4M +$23.5M +163,433 +47%
PP
146
Prudential plc
United Kingdom
$71.7M -$17M -117,806 -19%
Calamos Advisors
147
Calamos Advisors
Illinois
$71.6M -$531K -3,687 -0.7%
William Blair Investment Management
148
William Blair Investment Management
Illinois
$70.6M +$195K +1,356 +0.3%
EC
149
EMS Capital
New York
$70M – – –
Millennium Management
150
Millennium Management
New York
$69.7M -$14.7M -102,150 -17%
4 5
6
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