CRM icon

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 %
TFA
1501
Tobias Financial Advisors
Florida
$24K +$24K +150 New
BWM
1502
BerganKDV Wealth Management
Minnesota
$23K +$23K +144 New
CT
1503
Clearstead Trust
Maine
$22K – – –
WCG
1504
Weaver Consulting Group
California
$21K – – –
BEI
1505
Benjamin Edwards Inc
Missouri
$21K +$5.17K +32 +33%
SC
1506
Steph & Co
Wisconsin
$21K +$21K +127 New
JWBC
1507
John W. Brooker & Co
California
$21K +$21K +129 New
BAM
1508
Bellevue Asset Management
Washington
$21K +$21K +132 New
AIM
1509
Arcadia Investment Management
Michigan
$20K – – –
FIB
1510
First Interstate Bank
Montana
$18K – – –
VRM
1511
Vectors Research Management
New York
$17K +$9.64K +59 +131%
ECM
1512
Estabrook Capital Management
New York
$16.3K +$16.3K +100 New
WOC
1513
West Oak Capital
California
$16K -$16K -100 -50%
CAL
1514
Capital Advisors Ltd
Ohio
$16K – – –
AAP
1515
Arax Advisory Partners
Colorado
$16K – – –
H
1516
Hexavest
Quebec, Canada
$16K – – –
SWM
1517
Selective Wealth Management
Virginia
$16K – – –
CHA
1518
Carmichael Hill & Associates
Maryland
$16K +$16K +100 New
MPWT
1519
MassMutual Private Wealth & Trust
Connecticut
$15K -$10.2K -62 -41%
THWM
1520
Taylor Hoffman Wealth Management
Virginia
$15K – – –
BHWM
1521
Bay Harbor Wealth Management
Maryland
$15K +$1.33K +8 +10%
CI
1522
Cordant Inc
Oregon
$15K +$15K +90 New
Kayne Anderson Rudnick Investment Management
1523
Kayne Anderson Rudnick Investment Management
California
$14K +$2.83K +18 +25%
AWM
1524
Avondale Wealth Management
Texas
$13K – – –
PK
1525
Pflug Koory
Nebraska
$13K +$3.25K +20 +33%
59 60
61
62 63