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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 %
IUHSA
1476
Itau Unibanco Holding S.A.
Brazil
$63K +$63K +441 New
PO
1477
Private Ocean
California
$62K +$33.4K +235 +117%
PGAM
1478
Princeton Global Asset Management
New Jersey
$60K – – –
EARNEST Partners
1479
EARNEST Partners
Georgia
$60K – – –
TFA
1480
Toth Financial Advisory
Virginia
$60K +$51.4K +360 +600%
VCP
1481
Verus Capital Partners
Arizona
$59K -$47.1K -330 -44%
SL
1482
Savior LLC
Massachusetts
$59K +$1.16K +8 +2%
ATC
1483
Adirondack Trust Company
New York
$59K +$5.71K +40 +11%
MF
1484
Manchester Financial
California
$58K +$10.7K +74 +23%
TSW
1485
Thompson Siegel & Walmsley
Virginia
$57K – – –
SIAP
1486
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$57K – – –
WAP
1487
Wealthcare Advisory Partners
Pennsylvania
$57K +$10.7K +74 +23%
BDWM
1488
Brewin Dolphin Wealth Management
Ireland
$55.4K – – –
GWS
1489
Glassman Wealth Services
Virginia
$54K +$1.87K +13 +4%
CC
1490
Cognios Capital
Kansas
$54K +$54K +376 New
AWM
1491
AllSquare Wealth Management
New York
$53K – – –
LWA
1492
Lenox Wealth Advisors
New York
$49K +$9.74K +67 +25%
CCM
1493
Cox Capital Management
Massachusetts
$49K +$49K +300 New
AssetMark Inc
1494
AssetMark Inc
California
$47K -$144 -1 -0.3%
PCTC
1495
Perkins Coie Trust Company
Washington
$47K +$1.15K +8 +3%
CFN
1496
Cordasco Financial Network
Florida
$46K +$3.89K +27 +9%
IA
1497
IndexIQ Advisors
New York
$43K +$726 +5 +2%
CM
1498
Caption Management
Oklahoma
$43K +$43K +300 New
CAC
1499
Certified Advisory Corp
Florida
$42K – – –
Kayne Anderson Rudnick Investment Management
1500
Kayne Anderson Rudnick Investment Management
California
$42K +$29.1K +200 +225%
58 59
60
61 62