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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 %
JF
1601
JSF Financial
California
$317K +$6.68K +30 +2%
TWP
1602
Tower Wealth Partners
Pennsylvania
$316K +$316K +1,422 New
SWM
1603
SVA Wealth Management
Wisconsin
$315K +$108K +483 +52%
LA
1604
LVW Advisors
New York
$314K -$6.68K -30 -2%
CL
1605
Choreo LLC
Illinois
$314K +$314K +1,411 New
JFA
1606
JNBA Financial Advisors
Minnesota
$312K – – –
VC
1607
Veery Capital
Delaware
$309K +$309K +1,387 New
PWAG
1608
Polaris Wealth Advisory Group
California
$307K – – –
LWP
1609
Legacy Wealth Partners
California
$307K – – –
FFG
1610
Frisch Financial Group
New York
$306K +$27.8K +125 +10%
TWA
1611
TCI Wealth Advisors
Arizona
$304K +$10.2K +46 +3%
CAM
1612
Crestone Asset Management
Colorado
$304K +$304K +1,368 New
SG
1613
Somerset Group
Minnesota
$303K – – –
BWA
1614
BDO Wealth Advisors
Florida
$302K -$890 -4 -0.3%
SEP
1615
Southland Equity Partners
Missouri
$301K +$301K +1,352 New
BFA
1616
Beacon Financial Advisory
Ohio
$300K -$27.6K -124 -8%
WIA
1617
World Investment Advisors
California
$300K -$24.2K -101 -7%
VNA
1618
Valley National Advisers
Pennsylvania
$299K -$5.34K -24 -2%
HHGA
1619
Halbert Hargrove Global Advisors
California
$299K +$92.1K +414 +45%
SQA
1620
Simon Quick Advisors
New Jersey
$297K – – –
LNB
1621
Ledyard National Bank
$297K +$12.7K +57 +4%
RIS
1622
Retirement Income Solutions
Michigan
$296K – – –
MIA
1623
MainStreet Investment Advisors
Illinois
$296K +$12.7K +57 +4%
BB
1624
Busey Bank
Illinois
$296K +$19.3K +87 +7%
CBN
1625
Cadence Bank NA
Texas
$294K +$294K +1,321 New
63 64
65
66 67