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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 %
WOC
1576
West Oak Capital
California
$7K -$7K -50 -50%
CMA
1577
Cedar Mountain Advisors
Oregon
$7K – – –
BC
1578
Barnett & Company
Tennessee
$7K – – –
ST
1579
Sageworth Trust
Pennsylvania
$7K – – –
BBA
1580
Braun-Bostich & Associates
Pennsylvania
$7K +$7K +50 New
MLL
1581
Moody Lynn & Lieberson
Massachusetts
$6.19K +$1.98K +13,725 +47%
FNBOSM
1582
First National Bank of South Miami
Florida
$6K – – –
MWA
1583
Moser Wealth Advisors
Washington
$5K – – –
WLPWM
1584
Walled Lake Planning & Wealth Management
Illinois
$5K – – –
BCM
1585
Bourgeon Capital Management
Connecticut
$4K – – –
RBC
1586
Roble Belko & Company
Pennsylvania
$4K – – –
CWA
1587
Carolina Wealth Advisors
South Carolina
$4K +$4K +26 New
LFG
1588
LifePlan Financial Group
Ohio
$4K +$4K +26 New
MWM
1589
MBE Wealth Management
Wisconsin
$4K +$4K +30 New
WCM
1590
Wealthcare Capital Management
Virginia
$3K -$4.38K -35 -59%
HWM
1591
HighMark Wealth Management
Minnesota
$3K -$682 -5 -19%
IWP
1592
IAG Wealth Partners
Wisconsin
$3K – – –
SCA
1593
Stuart Chaussee & Associates
California
$3K – – –
PG
1594
Proffitt & Goodson
Tennessee
$3K – – –
ADL
1595
Asset Dedication LLC
California
$2K -$30.3K -212 -94%
LPWM
1596
Lake Point Wealth Management
Texas
$2K -$8.13K -61 -80%
JWA
1597
JFS Wealth Advisors
Pennsylvania
$2K -$2K -13 -50%
PW
1598
Price Wealth
Texas
$2K +$933 +7 +88%
GFPC
1599
Global Financial Private Capital
Florida
$2K +$2K +15 New
LAS
1600
Lloyd Advisory Services
Georgia
$2K +$2K +17 New
62 63
64
65 66