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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 %
BM
1576
Brandywine Managers
Delaware
$251K +$251K +1,000 New
LCS
1577
Levin Capital Strategies
New York
$250K +$250K +995 New
BC
1578
Burney Company
Virginia
$249K -$23.8K -95 -9%
BA
1579
Bristlecone Advisors
Washington
$249K +$249K +989 New
OA
1580
Oxbow Advisors
Texas
$248K +$248K +986 New
ISWM
1581
Independent Solutions Wealth Management
New York
$248K +$248K +985 New
AIP
1582
Almanack Investment Partners
Pennsylvania
$247K +$247K +999 New
EWA
1583
Evolution Wealth Advisors
Florida
$246K +$227K +906 +1,224%
TBA
1584
Tower Bridge Advisors
Pennsylvania
$245K +$245K +973 New
CWC
1585
Carolinas Wealth Consulting
North Carolina
$244K +$232K +922 +1,882%
RWM
1586
RBA Wealth Management
California
$244K +$244K +971 New
OWM
1587
Opes Wealth Management
California
$243K +$243K +966 New
WAG
1588
Winthrop Advisory Group
Massachusetts
$242K +$242K +958 New
FAM
1589
Formidable Asset Management
Ohio
$241K -$77.3K -310 -24%
PWMG
1590
Prestige Wealth Management Group
New Jersey
$239K -$1.01K -4 -0.4%
VST
1591
Van Strum & Towne
California
$239K +$239K +950 New
PCM
1592
Poehling Capital Management
Wisconsin
$237K -$177K -705 -43%
HFP
1593
Holistic Financial Partners
Indiana
$237K +$237K +939 New
CWA
1594
Capital Wealth Alliance
Arizona
$234K – – –
HHGA
1595
Halbert Hargrove Global Advisors
California
$234K +$234K +930 New
SWM
1596
SVA Wealth Management
Wisconsin
$234K +$234K +932 New
RM
1597
Resource Management
Louisiana
$234K +$234K +933 New
FAN
1598
Financial Advisors Network
California
$233K +$233K +929 New
PIP
1599
Peachtree Investment Partners
Florida
$232K +$232K +925 New
NWS
1600
Newport Wealth Strategies
California
$231K +$231K +910 New
62 63
64
65 66