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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 %
SMG
1551
Spectrum Management Group
Indiana
$14K -$18.7K -132 -57%
CAL
1552
Capital Advisors Ltd
Ohio
$14K – – –
CHA
1553
Carmichael Hill & Associates
Maryland
$14K – – –
SWM
1554
Selective Wealth Management
Virginia
$14K – – –
PP
1555
PrairieView Partners
Minnesota
$14K +$14K +100 New
AWM
1556
Avondale Wealth Management
Texas
$12K – – –
PK
1557
Pflug Koory
Nebraska
$12K – – –
JAM
1558
JCIC Asset Management
Ontario, Canada
$12K +$12K +80 New
FA
1559
Fortis Advisors
Pennsylvania
$12K +$12K +81 New
OSNBOA
1560
Old Second National Bank of Aurora
Illinois
$11K -$12.7K -89 -54%
BEI
1561
Benjamin Edwards Inc
Missouri
$11K -$8.32K -56 -43%
SWM
1562
Sugarloaf Wealth Management
Georgia
$11K – – –
FCH
1563
Freestone Capital Holdings
Washington
$10.1K +$6.46K +44,866 +178%
MSFP
1564
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
WC
1565
Westwind Capital
New Mexico
$10K – – –
ETC
1566
Exchange Traded Concepts
Oklahoma
$10K +$1.21K +8 +14%
RIM
1567
Ranger Investment Management
Texas
$9K -$26.9K -194 -75%
CFD
1568
Creative Financial Designs
Indiana
$9K – – –
NEIRG
1569
New England Investment & Retirement Group
Massachusetts
$9K +$9K +60 New
DTIM
1570
Danda Trouve Investment Management
Kansas
$9K +$9K +65 New
VRM
1571
Vectors Research Management
New York
$8K -$6.1K -45 -43%
TF
1572
TimeScale Financial
Massachusetts
$8K – – –
AIC
1573
Archer Investment Corporation
Indiana
$8K – – –
APW
1574
Acima Private Wealth
Virginia
$8K – – –
LFG
1575
Larson Financial Group
Missouri
$7K -$44.9K -327 -87%
61 62
63
64 65