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Salesforce
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Overview Fund Activity

1,574 hedge funds and large institutions have $120B invested in Salesforce in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 629 increasing their positions, 496 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,574
Holders Change
+155
Holders Change %
+10.92%
% of All Funds
31.08%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.76%
New
264
Increased
629
Reduced
496
Closed
89
Calls
$1.88B
Puts
$2.72B
Net Calls
-$841M
Net Calls Change
-$524M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$501M
2
ClearBridge Investments
ClearBridge Investments
New York
+$457M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$283M
4
FCM
Farallon Capital Management
California
+$281M
5
Morgan Stanley
Morgan Stanley
New York
+$228M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$441M
2
Jennison Associates
Jennison Associates
New York
-$277M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$272M
4
Tiger Global Management
Tiger Global Management
New York
-$271M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
1626
CWA Asset Management Group
Florida
– -$420K -2,830 Closed
ATFA
1627
All Terrain Financial Advisors
Minnesota
– -$404K -2,720 Closed
GSWM
1628
Golden State Wealth Management
California
– -$372K -2,509 Closed
BCM
1629
BTC Capital Management
Iowa
– -$365K -2,456 Closed
UIA
1630
UBP Investment Advisors
Switzerland
– -$333K -2,240 Closed
GCP
1631
GSA Capital Partners
United Kingdom
– -$317K -2,138 Closed
GAMA
1632
Graticule Asia Macro Advisors
New York
– -$297K -2,000 Closed
PCM
1633
Palisade Capital Management
New Jersey
– -$289K -1,950 Closed
IUHSA
1634
Itau Unibanco Holding S.A.
Brazil
– -$270K -1,786 Closed
SLG
1635
Stanley-Laman Group
Pennsylvania
– -$261K -1,761 Closed
YMRC
1636
Yorktown Management & Research Company
Virginia
– -$252K -1,700 Closed
AIM
1637
Axiom Investment Management
New York
– -$239K -1,600 Closed
PTC
1638
Petrus Trust Company
Texas
– -$237K -1,598 Closed
CCP
1639
Cardan Capital Partners
Colorado
– -$230K -1,551 Closed
WC
1640
Wexford Capital
Florida
– -$229K -1,540 Closed
PWAP
1641
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$211K -1,423 Closed
IF
1642
IRON Financial
Illinois
– -$200K -1,350 Closed
PRC
1643
Pearl River Capital
Michigan
– -$192K -1,296 Closed
SAS
1644
Stelac Advisory Services
New York
– -$184K -1,241 Closed
AIA
1645
Arcadia Investment Advisors
Idaho
– -$135K -912 Closed
AIM
1646
AIA Investment Management
Singapore
– -$135K -912 Closed
CIAS
1647
Capital Investment Advisory Services
North Carolina
– -$71K -481 Closed
VC
1648
Vestor Capital
Illinois
– -$41K -275 Closed
HGWM
1649
Harvest Group Wealth Management
Massachusetts
– -$34K -229 Closed
PCM
1650
Princeton Capital Management
New Jersey
– -$32K -215 Closed
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