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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 %
EWM
1501
Empirical Wealth Management
Washington
$422K +$160K +718 +61%
FCBT
1502
First Citizens Bank & Trust
North Carolina
$422K +$166K +747 +65%
CT
1503
Chicago Trust
Illinois
$422K +$422K +1,897 New
VC
1504
Veracity Capital
Georgia
$420K +$16.4K +74 +4%
MG
1505
Mather Group
Illinois
$420K +$29.1K +131 +7%
CT
1506
Coastline Trust
Rhode Island
$418K -$151K -680 -27%
CA
1507
Claro Advisors
Massachusetts
$418K +$130K +583 +45%
SXL
1508
Summit X LLC
Missouri
$417K +$329K +1,491 +373%
PCM
1509
Penserra Capital Management
California
$415K -$412K -1,851 -50%
PB
1510
Pinnacle Bancorp
Nebraska
$413K -$4.68K -21 -1%
BA
1511
Bristlecone Advisors
Washington
$411K +$191K +857 +87%
CIP
1512
Convergence Investment Partners
Florida
$410K +$10K +45 +3%
LWP
1513
Lumature Wealth Partners
Georgia
$410K +$410K +1,844 New
TNA
1514
True North Advisors
Texas
$408K +$4.22K +19 +1%
HR
1515
Hayden Royal
North Carolina
$404K +$31.6K +142 +8%
TVAMP
1516
Tennessee Valley Asset Management Partners
Tennessee
$404K +$404K +1,814 New
ZIC
1517
ZWJ Investment Counsel
Georgia
$404K +$404K +1,817 New
FSA
1518
Fort Sheridan Advisors
Illinois
$403K +$91.8K +413 +30%
AWCI
1519
Alpine Woods Capital Investors
New York
$401K – – –
QTM
1520
qPULA Trading Management
New York
$401K +$401K +1,801 New
SAM
1521
Silvercrest Asset Management
New York
$395K +$60.2K +270 +18%
CQS
1522
Credential Qtrade Securities
$393K -$253K -1,135 -39%
DWA
1523
Dougherty Wealth Advisers
Minnesota
$392K – – –
FA
1524
Financial Avengers
California
$392K +$392K +1,761 New
GKWIM
1525
Gerber Kawasaki Wealth & Investment Management
California
$392K +$392K +1,764 New
59 60
61
62 63