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Salesforce
CRM

Overview Fund Activity

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B

Top Buyers

1
State Street
State Street
Massachusetts
+$1.32B
2
Citadel Advisors
Citadel Advisors
Florida
+$356M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$327M
4
GQG Partners
GQG Partners
Florida
+$298M
5
Morgan Stanley
Morgan Stanley
New York
+$281M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1B
2
LPC
Lone Pine Capital
Connecticut
-$570M
3
Jennison Associates
Jennison Associates
New York
-$523M
4
MCM
Melvin Capital Management
New York
-$420M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
1501
Camelot Portfolios
Ohio
$311K +$27.7K +110 +10%
AUB
1502
Atlantic Union Bankshares
Virginia
$309K -$3.01K -12 -1%
AWM
1503
Apollon Wealth Management
South Carolina
$309K +$91K +362 +42%
FP
1504
Foundry Partners
Minnesota
$308K – – –
SIC
1505
Samalin Investment Counsel
New York
$307K -$7.54K -30 -2%
FANJ
1506
Financial Architects (New Jersey)
New Jersey
$307K +$102K +408 +50%
MCG
1507
MACRO Consulting Group
New Jersey
$306K -$8.39K -36 -3%
TM
1508
Titan Managers
Arizona
$306K +$306K +1,216 New
AAS
1509
Annex Advisory Services
Wisconsin
$306K +$306K +1,219 New
NGA
1510
Naples Global Advisors
Florida
$305K -$65.3K -260 -18%
UIA
1511
UBP Investment Advisors
Switzerland
$302K – – –
IAP
1512
Indie Asset Partners
Indiana
$302K +$10.1K +40 +3%
BCM
1513
Bayesian Capital Management
New York
$302K +$302K +1,200 New
WWM
1514
Windsor Wealth Management
Indiana
$300K +$300K +1,241 New
CWM
1515
Circle Wealth Management
New Jersey
$298K -$19.1K -76 -6%
TSS
1516
Two Sigma Securities
New York
$298K +$17.9K +71 +6%
EWM
1517
Empirical Wealth Management
Washington
$296K -$31.6K -126 -10%
OIA
1518
OneDigital Investment Advisors
Kansas
$296K -$8.05K -32 -3%
HIC
1519
Holderness Investments Company
North Carolina
$296K -$1.01K -4 -0.3%
NIM
1520
Northeast Investment Management
Massachusetts
$294K – – –
AIM
1521
Axiom Investment Management
New York
$294K +$294K +1,176 New
NPA
1522
Nichols & Pratt Advisers
Massachusetts
$293K +$293K +1,165 New
CIA
1523
Capital Investment Advisors
Georgia
$291K +$12.3K +49 +4%
CFN
1524
Cordasco Financial Network
Florida
$291K +$17.1K +68 +6%
GW
1525
GW & Wade
Massachusetts
$291K +$18.1K +72 +7%
59 60
61
62 63