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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
$1.57B
3
Polen Capital Management
Polen Capital Management
Florida
$873M
4
DZ Bank
DZ Bank
Germany
$301M
5
Bank of America
Bank of America
North Carolina
$1.59B

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
Sands Capital Management
Sands Capital Management
Virginia
$367M
3
MCMC
Matrix Capital Management Company
New Hampshire
$378M
4
ECU
Egerton Capital (UK)
United Kingdom
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$13B
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1601
Advisory Alpha
Michigan
$1.67K -$1.52K -10 -48%
BCH
1602
Berkshire Capital Holdings
California
$1K -$5.72M -57,240 -100%
DI
1603
Disciplined Investments
Oklahoma
$1K -$2.88K -23 -74%
PCFFS
1604
Pacific Center for Financial Services
California
$1K – – –
LWA
1605
Lowe Wealth Advisors
Maryland
$1K – – –
CIM
1606
Contravisory Investment Management
Massachusetts
$1K – – –
TI
1607
tru Independence
Oregon
$748 – – –
NL
1608
NWAM LLC
Washington
$300 -$172 -1,195 -36%
LPC
1609
Lone Pine Capital
Connecticut
– -$673M -4,140,694 Closed
ECU
1610
Egerton Capital (UK)
United Kingdom
– -$258M -1,588,101 Closed
PCM
1611
Palestra Capital Management
New York
– -$153M -938,325 Closed
OTPPB
1612
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$119M -732,401 Closed
CAM
1613
Contour Asset Management
New York
– -$96M -590,482 Closed
PC
1614
PointState Capital
New York
– -$60.9M -374,682 Closed
DCP
1615
D1 Capital Partners
New York
– -$51.2M -315,000 Closed
VCM
1616
Voleon Capital Management
California
– -$48.6M -299,000 Closed
HAM
1617
Honeycomb Asset Management
New York
– -$45.8M -281,700 Closed
JCM
1618
Junto Capital Management
New York
– -$42.9M -263,849 Closed
Coatue Management
1619
Coatue Management
New York
– -$37.2M -228,582 Closed
CM
1620
Crestline Management
Texas
– -$28.6M -176,000 Closed
LSCM
1621
Light Street Capital Management
California
– -$28.3M -173,800 Closed
WI
1622
Wafra Inc
New York
– -$26.2M -160,967 Closed
MC
1623
Maplelane Capital
New York
– -$22.6M -138,784 Closed
CC
1624
Carlson Capital
Texas
– -$20.7M -127,408 Closed
JFA
1625
Johanson Financial Advisors
California
– -$719K -116,938 Closed
63 64
65
66 67