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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 %
AC
1526
AlphaCore Capital
California
$28K +$28K +194 New
CA
1527
Crewe Advisors
Utah
$26K – – –
IRC
1528
Investors Research Corp
Georgia
$25K – – –
MPWT
1529
MassMutual Private Wealth & Trust
Connecticut
$25K +$12.1K +86 +95%
SIS
1530
Sound Income Strategies
Florida
$24K +$1.46K +10 +6%
FCB
1531
First Command Bank
Texas
$23K – – –
FCFS
1532
First Command Financial Services
Texas
$23K – – –
CIAS
1533
CBIZ Investment Advisory Services
Ohio
$21K – – –
BAM
1534
Bellevue Asset Management
Washington
$21K – – –
HFS
1535
HBC Financial Services
Washington
$20K -$20K -155 -50%
CT
1536
Clearstead Trust
Maine
$20K – – –
AAP
1537
Arax Advisory Partners
Colorado
$20K +$5.92K +42 +42%
JWBC
1538
John W. Brooker & Co
California
$19K – – –
AS
1539
Altshuler Shaham
Israel
$19K +$14.3K +97 +303%
HFA
1540
HC Financial Advisors
California
$19K +$19K +132 New
SC
1541
Steph & Co
Wisconsin
$18K – – –
AIM
1542
Arcadia Investment Management
Michigan
$18K – – –
LSA
1543
Lion Street Advisors
Texas
$18K +$18K +124 New
CI
1544
CX Institutional
Indiana
$17K -$15.7K -110 -48%
TC
1545
Truvestments Capital
Florida
$15K -$502K -3,578 -97%
MCM
1546
MV Capital Management
Maryland
$15K +$5.94K +40 +66%
M
1547
MOTCO
Texas
$15K +$12.4K +87 +483%
WIM
1548
Westside Investment Management
California
$14.5K +$14.5K +648 New
ECM
1549
Estabrook Capital Management
New York
$14.4K – – –
KFS
1550
Kelly Financial Services
Massachusetts
$14.3K -$15.7K -109 -52%
60 61
62
63 64