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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 %
JWM
1551
Jeppson Wealth Management
California
$266K +$266K +1,058 New
BCP
1552
Berkeley Capital Partners
Georgia
$266K +$266K +1,059 New
HCA
1553
Heck Capital Advisors
Wisconsin
$265K +$265K +1,056 New
RGC
1554
Roberts, Glore & Co
Illinois
$265K -$11.3K -45 -4%
PP
1555
PDS Planning
Ohio
$262K +$262K +1,042 New
DS
1556
DRW Securities
Illinois
$262K +$262K +1,044 New
UBV
1557
United Bank (Virginia)
Virginia
$261K +$261K +1,040 New
CIM
1558
Contravisory Investment Management
Massachusetts
$259K +$256K +1,019 +10,190%
PCA
1559
Peddock Capital Advisors
Massachusetts
$259K +$259K +1,029 New
GCP
1560
GSA Capital Partners
United Kingdom
$259K +$259K +1,029 New
PAA
1561
Peregrine Asset Advisers
Oregon
$257K +$257K +1,022 New
MCM
1562
Manchester Capital Management
Vermont
$256K +$34.5K +137 +16%
NAS
1563
Nicolet Advisory Services
Wisconsin
$255K -$157K -625 -38%
BCM
1564
Breiter Capital Management
Florida
$255K +$255K +1,015 New
CWA
1565
Clarity Wealth Advisors
California
$254K -$200K -796 -44%
RCA
1566
Ranch Capital Advisors
Florida
$254K -$10.9K -40 -4%
CCC
1567
Chelsea Counsel Company
California
$254K +$254K +1,011 New
RIM
1568
Redwood Investment Management
Arizona
$253K -$64.6K -257 -20%
TIM
1569
Thompson Investment Management
Wisconsin
$252K +$252K +1,003 New
BONST
1570
Bank of Nova Scotia Trust
Ontario, Canada
$251K +$251K +999 New
AAP
1571
Ardsley Advisory Partners
Connecticut
$251K +$251K +1,000 New
CCM
1572
Compass Capital Management
Minnesota
$251K +$251K +1,000 New
AIA
1573
Arbor Investment Advisors
North Carolina
$251K +$251K +1,000 New
MTC
1574
McDaniel Terry & Co
Texas
$251K +$251K +1,000 New
WIC
1575
Woodmont Investment Counsel
Tennessee
$251K +$251K +1,000 New
61 62
63
64 65