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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 %
PA
1526
Probity Advisors
Texas
$290K +$251 +1 +0.1%
UAS
1527
United Asset Strategies
New York
$290K +$2.52K +10 +0.9%
FCBT
1528
First Citizens Bank & Trust
North Carolina
$289K +$289K +1,150 New
SAM
1529
Strategy Asset Managers
California
$289K +$289K +1,152 New
PW
1530
Price Wealth
Texas
$287K +$282K +1,121 +5,338%
DI
1531
DFPG Investments
Utah
$285K -$1.82K -7 -0.6%
PHS
1532
Pekin Hardy Strauss
Illinois
$285K – – –
TCPWM
1533
Traverso Chambers Private Wealth Management
California
$285K – – –
LBA
1534
Lowell Blake & Associates
Massachusetts
$283K – – –
FRA
1535
Front Row Advisors
California
$282K -$11.9K -48 -4%
EP
1536
EPIQ Partners
Minnesota
$279K +$279K +1,096 New
RI
1537
Ridgewood Investments
New Jersey
$279K +$279K +1,109 New
KOMWMG
1538
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$276K – – –
OMC
1539
Overbrook Management Corp
New York
$276K +$276K +1,100 New
CFG
1540
Citizens Financial Group
Rhode Island
$275K -$358K -1,442 -57%
HCM
1541
HMS Capital Management
Tennessee
$275K -$75.4K -300 -22%
CA
1542
Crumly & Associates
Illinois
$275K -$30.2K -120 -10%
GWM
1543
Geneos Wealth Management
Colorado
$275K +$20.6K +85 +8%
RA
1544
RFG Advisory
Alabama
$273K +$273K +1,087 New
KPW
1545
Kore Private Wealth
New York
$270K +$27.2K +108 +11%
CHA
1546
Cooper/Haims Advisors
New York
$270K +$270K +1,076 New
VWA
1547
Visionary Wealth Advisors
Illinois
$269K +$269K +1,069 New
SNBOSD
1548
Security National Bank of So Dak
Iowa
$268K -$3.01K -12 -1%
UCMOK
1549
United Capital Management of KS
Kansas
$267K -$4.27K -17 -2%
LF
1550
Lantz Financial
Illinois
$267K +$267K +1,061 New
60 61
62
63 64