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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 %
CCM
1626
Consolidated Capital Management
California
$293K -$23.6K -106 -7%
PCM
1627
Poehling Capital Management
Wisconsin
$292K +$82.3K +370 +39%
MCG
1628
MACRO Consulting Group
New Jersey
$291K +$1.76K +8 +0.6%
FC
1629
Forte Capital
New York
$291K +$3.12K +14 +1%
CFO
1630
Collective Family Office
Pennsylvania
$291K +$291K +1,306 New
GD
1631
Grandfield & Dodd
New York
$290K – – –
RIM
1632
Rockbridge Investment Management
New York
$290K +$4.44K +20 +2%
AC
1633
Apogem Capital
New York
$290K +$290K +1,303 New
RWA
1634
RGT Wealth Advisors
Texas
$290K +$290K +1,305 New
G
1635
Gainplan
Michigan
$287K -$163K -733 -36%
IIC
1636
Integrated Investment Consultants
Michigan
$287K – – –
AOG
1637
Alpha Omega Group
Virginia
$287K +$287K +1,291 New
AIC
1638
Ameritas Investment Company
Nebraska
$287K +$287K +1,293 New
MP
1639
McDonald Partners
Ohio
$286K +$286K +1,285 New
POIA
1640
Pin Oak Investment Advisors
Texas
$285K – – –
HIP
1641
HUB Investment Partners
Texas
$285K +$285K +1,133 New
HIC
1642
Holderness Investments Company
North Carolina
$284K +$21.4K +96 +8%
WP
1643
WealthPLAN Partners
Nebraska
$282K -$51.1K -215 -15%
MTC
1644
McDaniel Terry & Co
Texas
$282K +$59.1K +265 +27%
NPA
1645
Nichols & Pratt Advisers
Massachusetts
$281K +$22.2K +100 +9%
WAG
1646
Winthrop Advisory Group
Massachusetts
$281K +$68K +306 +32%
RI
1647
Ridgewood Investments
New Jersey
$279K – – –
WWM
1648
Windsor Wealth Management
Indiana
$279K +$2.89K +13 +1%
RCA
1649
Ranch Capital Advisors
Florida
$279K +$71.2K +321 +34%
WPC
1650
Waters Parkerson & Co
Louisiana
$276K +$276K +1,241 New
64 65
66
67 68