CRM icon

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 %
AP
1626
Arlington Partners
Alabama
$212K – – –
CIC
1627
Carnegie Investment Counsel
Ohio
$212K +$212K +843 New
ITIM
1628
Indiana Trust & Investment Management
Indiana
$212K +$212K +844 New
AI
1629
Accredited Investors
Minnesota
$211K +$211K +839 New
IGGA
1630
Iron Gate Global Advisors
Utah
$211K +$211K +840 New
APW
1631
Austin Private Wealth
Texas
$210K -$64.2K -255 -23%
DHFB
1632
Dixon Hubard Feinour & Brown
Virginia
$210K +$210K +835 New
PAG
1633
Private Advisory Group
Washington
$210K +$210K +835 New
OGC
1634
Oak Grove Capital
New Hampshire
$209K -$3M -11,900 -93%
MFG
1635
Merit Financial Group
Georgia
$209K +$209K +830 New
BIP
1636
Blueprint Investment Partners
North Carolina
$209K +$209K +940 New
RGIA
1637
Rainier Group Investment Advisory
Washington
$207K +$207K +825 New
AOWM
1638
Alpha Omega Wealth Management
Virginia
$207K +$207K +825 New
AWE
1639
Avidian Wealth Enterprises
Texas
$206K +$206K +818 New
FMC
1640
First Merchants Corp
Indiana
$206K +$206K +820 New
22CM
1641
20/20 Capital Management
California
$206K +$206K +821 New
RZH
1642
Relyea Zuckerberg Hanson
Connecticut
$205K +$205K +794 New
HWA
1643
HHM Wealth Advisors
Tennessee
$204K -$25.4K -101 -11%
ACA
1644
Aptus Capital Advisors
Alabama
$203K +$203K +808 New
BCA
1645
Biltmore Capital Advisors
New Jersey
$202K +$202K +802 New
BAM
1646
Bruderman Asset Management
New York
$202K +$202K +804 New
Harris Associates
1647
Harris Associates
Illinois
$201K -$603K -2,400 -75%
ANBT
1648
American National Bank & Trust
Texas
$201K – – –
NNP
1649
Nachman Norwood & Parrott
South Carolina
$201K +$201K +799 New
ACP
1650
Ashfield Capital Partners
California
$201K +$201K +800 New
64 65
66
67 68