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Salesforce
CRM

Overview Fund Activity

1,610 hedge funds and large institutions have $107B invested in Salesforce in 2020 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 716 increasing their positions, 554 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,610
Holders Change
+36
Holders Change %
+2.29%
% of All Funds
35.56%
Holding in Top 10
98
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.11%
% of All Funds
2.16%
New
185
Increased
716
Reduced
554
Closed
131
Calls
$1.8B
Puts
$2.29B
Net Calls
-$494M
Net Calls Change
+$347M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$986M
2
Fisher Asset Management
Fisher Asset Management
Washington
$1.57B
3
Polen Capital Management
Polen Capital Management
Florida
$873M
4
DZ Bank
DZ Bank
Germany
$301M
5
Bank of America
Bank of America
North Carolina
$1.59B

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
Sands Capital Management
Sands Capital Management
Virginia
$367M
3
MCMC
Matrix Capital Management Company
New Hampshire
$378M
4
ECU
Egerton Capital (UK)
United Kingdom
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$13B
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
1651
HAP Trading
New York
– -$2.27M -13,967 Closed
MME
1652
Meag Munich Ergo
Germany
– -$2.22M -13,694 Closed
SRAM
1653
Spouting Rock Asset Management
Pennsylvania
– -$1.81M -11,154 Closed
LCM
1654
Landscape Capital Management
New Jersey
– -$1.8M -11,075 Closed
LP
1655
LMR Partners
United Kingdom
– -$1.61K -9,907 Closed
VCM
1656
Virtue Capital Management
Tennessee
– -$1.5M -9,248 Closed
BCM
1657
Bayesian Capital Management
New York
– -$1.35M -8,294 Closed
CCMT
1658
CMT Capital Markets Trading
Germany
– -$1.3M -8,000 Closed
OI
1659
Oakbrook Investments
Illinois
– -$1.28M -7,843 Closed
SAM
1660
Symphony Asset Management
California
– -$1.05M -6,483 Closed
SSG
1661
Summit Securities Group
New York
– -$1.03M -6,300 Closed
DA
1662
Duality Advisers
Florida
– -$857K -5,271 Closed
SPM
1663
Symmetry Peak Management
Pennsylvania
– -$813K -5,000 Closed
BA
1664
Bristlecone Advisors
Washington
– -$648K -3,983 Closed
CWA
1665
Clarus Wealth Advisors
Arizona
– -$589K -3,280 Closed
PTC
1666
Philadelphia Trust Company
Pennsylvania
– -$533K -3,277 Closed
II
1667
Ibex Investors
Colorado
– -$525K -3,231 Closed
MTCM
1668
Mint Tower Capital Management
Netherlands
– -$514K -3,158 Closed
EVC
1669
Eidelman Virant Capital
Missouri
– -$476K -2,925 Closed
BP
1670
BBR Partners
New York
– -$451K -2,771 Closed
GLI
1671
Guardian Life Insurance
New York
– -$425K -2,612 Closed
PA
1672
PSI Advisors
Florida
– -$391K -2,410 Closed
CSA
1673
Cottage Street Advisors
Massachusetts
– -$391K -2,404 Closed
MWP
1674
MYCIO Wealth Partners
Pennsylvania
– -$357K -2,193 Closed
CIM
1675
CIM Investment Management
Pennsylvania
– -$327K -2,010 Closed
65 66
67
68 69