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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 %
CCA
1551
Cobblestone Capital Advisors
New York
$363K +$10K +45 +3%
SFP
1552
Sandbox Financial Partners
Maryland
$363K +$363K +1,629 New
SIA
1553
SkyView Investment Advisors
New Jersey
$362K +$362K +1,625 New
OA
1554
Oxbow Advisors
Texas
$357K +$138K +620 +63%
CCM
1555
Community Capital Management
Florida
$356K -$89K -400 -20%
JCM
1556
JS Capital Management
New York
$356K +$356K +1,600 New
TF
1557
Tompkins Financial
New York
$354K -$17.1K -77 -5%
HWA
1558
Heritage Wealth Advisors
Virginia
$353K +$4.45K +20 +1%
SBL
1559
Sargent Bickham Lagudis
Colorado
$352K +$21.6K +97 +7%
WAP
1560
Wealthcare Advisory Partners
Pennsylvania
$352K +$37.4K +168 +12%
PL
1561
Plancorp LLC
Missouri
$352K +$174K +783 +98%
SIM
1562
SSI Investment Management
California
$351K -$158K -708 -31%
CB
1563
CNB Bank
Pennsylvania
$351K +$2.67K +12 +0.8%
NP
1564
NorthRock Partners
Minnesota
$351K +$18K +81 +5%
SW
1565
StrongBox Wealth
Missouri
$350K -$119K -536 -25%
CBT
1566
CoreFirst Bank & Trust
Kansas
$349K +$349K +1,569 New
PFGIA
1567
Patriot Financial Group Insurance Agency
Massachusetts
$347K -$2.67K -12 -0.8%
LA
1568
LexAurum Advisors
Kansas
$345K +$19.4K +87 +6%
VC
1569
Vicus Capital
Pennsylvania
$345K +$34.3K +154 +11%
MA
1570
MJP Associates
Connecticut
$345K +$345K +1,552 New
RT
1571
Rockland Trust
Massachusetts
$344K -$14K -63 -4%
TC
1572
Truvestments Capital
Florida
$344K +$33.3K +150 +11%
WWP
1573
Waypoint Wealth Partners
California
$344K +$344K +1,545 New
PIA
1574
Pinion Investment Advisors
Kansas
$344K +$344K +1,548 New
BWP
1575
Baldwin Wealth Partners
Massachusetts
$343K +$200K +900 +140%
61 62
63
64 65