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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 %
MWM
1526
Mattern Wealth Management
Kansas
$391K +$1.11K +5 +0.3%
HA
1527
H2O AM
United Kingdom
$391K +$86.5K +500 +28%
CWM
1528
Connecticut Wealth Management
Connecticut
$390K – – –
OFS
1529
Orrstown Financial Services
Pennsylvania
$388K -$39.2K -176 -9%
SC
1530
Saturna Capital
Washington
$388K – – –
WP
1531
WMS Partners
Maryland
$388K +$11.4K +51 +3%
LJAC
1532
L.J. Altfest & Co
New York
$387K +$387K +1,738 New
VSWA
1533
Vontobel Swiss Wealth Advisors
Switzerland
$384K +$36.2K +163 +10%
FWP
1534
FAS Wealth Partners
Kansas
$383K -$4.45K -20 -1%
BFWA
1535
Benchmark Financial Wealth Advisors
Florida
$379K +$70.5K +317 +23%
CA
1536
Crumly & Associates
Illinois
$379K +$132K +585 +53%
MIC
1537
Meridian Investment Counsel
California
$378K – – –
SIM
1538
Sonora Investment Management
Arizona
$378K +$21.2K +95 +6%
WA
1539
WBH Advisory
Maryland
$378K +$22.3K +100 +6%
FQ
1540
First Quadrant
California
$377K -$47.4K -213 -11%
CPWA
1541
Cerro Pacific Wealth Advisors
California
$377K +$377K +1,696 New
SWA
1542
SFMG Wealth Advisors
Texas
$376K +$376K +1,690 New
BL
1543
Balentine LLC
Georgia
$374K +$20.9K +94 +6%
PFBT
1544
Parkside Financial Bank & Trust
Missouri
$374K +$177K +794 +89%
EWA
1545
EP Wealth Advisors
California
$373K -$18.5K -83 -5%
BBP
1546
Banco BTG Pactual
Brazil
$370K +$370K +1,663 New
T
1547
TRUADVICE
Florida
$368K +$368K +1,639 New
GI
1548
Gradient Investments
Minnesota
$366K – – –
ACM
1549
Advisors Capital Management
New Jersey
$366K +$20.2K +91 +6%
DF
1550
Donoghue Forlines
Massachusetts
$366K +$366K +1,644 New
60 61
62
63 64