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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 %
FMTC
1476
Farmers & Merchants Trust Company
California
$447K -$1.33K -6 -0.3%
IAN
1477
Integrated Advisors Network
Texas
$446K +$23.8K +107 +6%
VFM
1478
Vivid Financial Management
California
$446K +$446K +2,006 New
AC
1479
Alley Company
Illinois
$445K – – –
RPWA
1480
Regent Peak Wealth Advisors
Georgia
$445K +$71.6K +322 +19%
AWM
1481
Aevitas Wealth Management
Massachusetts
$445K +$79K +355 +22%
PCM
1482
Palisade Capital Management
New Jersey
$445K +$445K +2,000 New
CSA
1483
Cottage Street Advisors
Massachusetts
$443K +$443K +1,989 New
PNC
1484
Park National Corp
Ohio
$442K +$95.3K +428 +27%
ACP
1485
Ashfield Capital Partners
California
$441K +$263K +1,181 +148%
ICP
1486
Interchange Capital Partners
Pennsylvania
$441K +$441K +1,984 New
NAM
1487
North American Management
Massachusetts
$441K – – –
PCP
1488
Proficio Capital Partners
Massachusetts
$440K -$47.6K -214 -10%
CMI
1489
Clare Market Investments
Texas
$439K +$51.2K +230 +13%
EWA
1490
Encompass Wealth Advisors
Oregon
$436K +$436K +1,961 New
IA
1491
IFG Advisory
Georgia
$435K -$42K -189 -9%
BDF
1492
Balasa Dinverno & Foltz
$435K +$38.7K +174 +10%
AP
1493
Appleton Partners
Massachusetts
$431K +$5.12K +23 +1%
GWM
1494
Geneos Wealth Management
Colorado
$431K +$312K +2,986 +263%
HCA
1495
Hyperion Capital Advisors
New York
$430K – – –
EMG
1496
ETF Managers Group
New Jersey
$429K -$466K -2,091 -52%
LFF
1497
Level Four Financial
Texas
$427K +$427K +1,921 New
CCP
1498
Cardan Capital Partners
Colorado
$425K – – –
AFM
1499
Andesa Financial Management
Pennsylvania
$422K -$377K -1,699 -47%
LIA
1500
LBMC Investment Advisors
Tennessee
$422K +$5.56K +25 +1%
58 59
60
61 62