CRM icon

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 %
CCMW
1576
Cypress Capital Management (Wyoming)
Wyoming
$340K -$890K -3,998 -72%
CCT
1577
Country Club Trust
Missouri
$338K +$338K +1,522 New
KCPG
1578
Kavar Capital Partners Group
Kansas
$334K – – –
NME
1579
Notis-McConarty Edward
$334K – – –
JWM
1580
Jupiter Wealth Management
Colorado
$334K – – –
VWA
1581
Visionary Wealth Advisors
Illinois
$334K +$96K +431 +40%
Connor, Clark & Lunn Investment Management (CC&L)
1582
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$333K -$32.7M -146,902 -99%
DBRC
1583
D.B. Root & Company
Pennsylvania
$332K -$204K -917 -38%
PFA
1584
Pathway Financial Advisors
Vermont
$332K – – –
RSWM
1585
Robertson Stephens Wealth Management
California
$330K -$347K -1,563 -51%
PPP
1586
Private Portfolio Partners
New Jersey
$329K +$23.4K +105 +8%
CF
1587
Copperwynd Financial
Arizona
$328K -$24.7K -111 -7%
WRM
1588
Weybosset Research & Management
Rhode Island
$328K -$22.2K -100 -6%
OC
1589
Oakworth Capital
Alabama
$327K – – –
AWE
1590
Avidian Wealth Enterprises
Texas
$326K +$144K +648 +79%
TCM
1591
Tuttle Capital Management
Connecticut
$326K +$326K +1,463 New
1W
1592
1776 Wealth
Georgia
$324K +$4.22K +19 +1%
RF
1593
RHS Financial
California
$323K -$117K -525 -27%
SAM
1594
Strategy Asset Managers
California
$323K +$66.6K +299 +26%
PEA
1595
Pacific Edge Advisors
California
$322K – – –
TFCP
1596
Twin Focus Capital Partners
Massachusetts
$321K +$321K +1,443 New
BTW
1597
Boston Trust Walden
Massachusetts
$320K +$22.3K +100 +7%
BW
1598
Bison Wealth
Georgia
$320K +$124K +555 +63%
PFG
1599
PAX Financial Group
Texas
$319K +$319K +1,435 New
CA
1600
Capital Advantage
California
$317K – – –
62 63
64
65 66