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Salesforce
CRM

Overview Fund Activity

1,574 hedge funds and large institutions have $120B invested in Salesforce in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 629 increasing their positions, 496 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,574
Holders Change
+155
Holders Change %
+10.92%
% of All Funds
31.08%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.76%
New
264
Increased
629
Reduced
496
Closed
89
Calls
$1.88B
Puts
$2.72B
Net Calls
-$841M
Net Calls Change
-$524M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$501M
2
ClearBridge Investments
ClearBridge Investments
New York
+$457M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$283M
4
FCM
Farallon Capital Management
California
+$281M
5
Morgan Stanley
Morgan Stanley
New York
+$228M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$441M
2
Jennison Associates
Jennison Associates
New York
-$277M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$272M
4
Tiger Global Management
Tiger Global Management
New York
-$271M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
1476
Plante Moran Financial Advisors
Michigan
$38K -$109K -667 -74%
SMG
1477
Spectrum Management Group
Indiana
$38K – – –
CI
1478
CX Institutional
Indiana
$37K – – –
ADL
1479
Asset Dedication LLC
California
$37K +$27K +165 +270%
CDIA
1480
Capital Directions Investment Advisors
Georgia
$34K – – –
RG
1481
Retirement Group
California
$34K +$34K +206 New
KFS
1482
Kelly Financial Services
Massachusetts
$33.8K – – –
PO
1483
Private Ocean
California
$33K -$4.1K -25 -11%
JWM
1484
Janiczek Wealth Management
Colorado
$33K – – –
BAM
1485
Barrett Asset Management
New York
$33K – – –
APC
1486
Aspire Private Capital
North Carolina
$33K – – –
SCA
1487
Stonebridge Capital Advisors
Minnesota
$33K +$12K +73 +57%
AA
1488
Argent Advisors
Louisiana
$33K +$33K +189 New
VCS
1489
Vaughan & Co Securities
New Jersey
$32.2K +$32.2K +198 New
PWP
1490
Personal Wealth Partners
Minnesota
$32K – – –
EWP
1491
Engrave Wealth Partners
Texas
$32K +$32K +202 New
BAMG
1492
Brand Asset Management Group
Missouri
$31K – – –
CHC
1493
City Holding Co
West Virginia
$29K – – –
CA
1494
Crewe Advisors
Utah
$29K – – –
IRC
1495
Investors Research Corp
Georgia
$28K – – –
NG
1496
NWK Group
California
$28K +$28K +171 New
OSNBOA
1497
Old Second National Bank of Aurora
Illinois
$27K +$14.5K +89 +116%
FCFS
1498
First Command Financial Services
Texas
$26K – – –
FCB
1499
First Command Bank
Texas
$26K – – –
SIS
1500
Sound Income Strategies
Florida
$25K +$12.1K +75 +94%
58 59
60
61 62