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Salesforce
CRM

Overview Fund Activity

1,574 hedge funds and large institutions have $120B invested in Salesforce in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 629 increasing their positions, 496 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,574
Holders Change
+155
Holders Change %
+10.92%
% of All Funds
31.08%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.76%
New
264
Increased
629
Reduced
496
Closed
89
Calls
$1.88B
Puts
$2.72B
Net Calls
-$841M
Net Calls Change
-$524M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$501M
2
ClearBridge Investments
ClearBridge Investments
New York
+$457M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$283M
4
FCM
Farallon Capital Management
California
+$281M
5
Morgan Stanley
Morgan Stanley
New York
+$228M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$441M
2
Jennison Associates
Jennison Associates
New York
-$277M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$272M
4
Tiger Global Management
Tiger Global Management
New York
-$271M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
1551
Disciplined Investments
Oklahoma
$5K +$5K +31 New
HWM
1552
Howard Wealth Management
Connecticut
$5K +$5K +32 New
MWA
1553
Moser Wealth Advisors
Washington
$5K +$5K +33 New
FCH
1554
Freestone Capital Holdings
Washington
$4.09K +$1.5K +9,200 +58%
JWA
1555
JFS Wealth Advisors
Pennsylvania
$4K – – –
RBC
1556
Roble Belko & Company
Pennsylvania
$4K – – –
IWP
1557
IAG Wealth Partners
Wisconsin
$4K +$4K +20 New
HWM
1558
HighMark Wealth Management
Minnesota
$4K +$4K +27 New
LWM
1559
Lionsbridge Wealth Management
Florida
$4K +$4K +29 New
AA
1560
Advisory Alpha
Michigan
$3.86K -$4.78K -26 -55%
M
1561
MOTCO
Texas
$3K – – –
SCA
1562
Stuart Chaussee & Associates
California
$3K – – –
PG
1563
Proffitt & Goodson
Tennessee
$3K – – –
CIM
1564
Contravisory Investment Management
Massachusetts
$2K -$77.6K -388 -97%
PCFFS
1565
Pacific Center for Financial Services
California
$2K – – –
LP
1566
LMR Partners
United Kingdom
$1.61K +$1.61K +9,907 New
PW
1567
Price Wealth
Texas
$1K -$4.5K -36 -82%
LWA
1568
Lowe Wealth Advisors
Maryland
$1K – – –
NDSI
1569
Newman Dignan & Sheerar Inc
Rhode Island
$577 -$62 -380 -10%
LS
1570
Leelyn Smith
Illinois
$494 +$494 +3,038 New
PAA
1571
Peregrine Asset Advisers
Oregon
$325 +$325 +2,000 New
SHWM
1572
Silicon Hills Wealth Management
Texas
$101 +$101 +5 New
PGAM
1573
Princeton Global Asset Management
New Jersey
$68 +$68 +419 New
KCM
1574
Kensico Capital Management
Connecticut
– -$86.9M -585,355 Closed
NM
1575
NWI Management
New York
– -$72M -485,000 Closed
61 62
63
64 65