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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 %
SCM
1601
Southport Capital Management
Tennessee
$231K +$231K +921 New
FCFC
1602
First Citizens Financial Corp
Iowa
$230K +$230K +916 New
FHA
1603
First Horizon Advisors
Tennessee
$229K +$66.6K +266 +41%
SPP
1604
Single Point Partners
Massachusetts
$229K +$229K +911 New
PW
1605
Peninsula Wealth
California
$229K +$229K +912 New
CCM
1606
Chiron Capital Management
Florida
$228K +$228K +906 New
LFA
1607
Legacy Financial Advisors
Kentucky
$228K +$228K +907 New
CMBA
1608
C.M. Bidwell & Associates
Hawaii
$227K +$61.8K +246 +37%
GFS
1609
GYL Financial Synergies
Connecticut
$227K +$227K +904 New
CCM
1610
Cohen Capital Management
California
$227K +$227K +905 New
TAM
1611
Taurus Asset Management
New York
$226K +$226K +898 New
PWAP
1612
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$226K +$226K +899 New
SWM
1613
Sculati Wealth Management
Michigan
$226K +$226K +900 New
PCMC
1614
Private Capital Management (Colorado)
Colorado
$224K +$224K +893 New
PFBT
1615
Parkside Financial Bank & Trust
Missouri
$223K +$7.79K +31 +4%
HTC
1616
Haverford Trust Company
Pennsylvania
$222K +$222K +882 New
BW
1617
Bison Wealth
Georgia
$222K +$222K +882 New
GLA
1618
Good Life Advisors
Pennsylvania
$220K +$220K +869 New
SFSG
1619
Stearns Financial Services Group
North Carolina
$219K -$139K -553 -39%
SL
1620
Stevard LLC
Illinois
$218K +$218K +868 New
LC
1621
Lavaca Capital
Texas
$217K +$217K +862 New
DLA
1622
Douglas Lane & Associates
New York
$215K +$215K +856 New
AIM
1623
Anchor Investment Management
South Carolina
$213K +$20.4K +81 +11%
TA
1624
Trellis Advisors
Washington
$213K +$213K +844 New
CWG
1625
Cornerstone Wealth Group
North Carolina
$212K -$2.46M -9,776 -92%
63 64
65
66 67