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 %
ACP
1651
Ashfield Capital Partners
California
$201K +$201K +800 New
DL
1652
DOHJ LLC
Washington
$200K +$200K +770 New
MPIA
1653
Mountain Pacific Investment Advisers
Idaho
$200K +$200K +797 New
PL
1654
Plancorp LLC
Missouri
$200K +$200K +797 New
CI
1655
CX Institutional
Indiana
$196K +$28.1K +112 +17%
TFM
1656
TFC Financial Management
Massachusetts
$192K +$192K +765 New
MAWCM
1657
Mine & Arao Wealth Creation & Management
California
$188K – – –
HR
1658
Howe & Rusling
New York
$187K +$94.1K +375 +101%
BFC
1659
Bedel Financial Consulting
Indiana
$175K -$8.05K -32 -4%
FWM
1660
Focused Wealth Management
New York
$173K -$2.51K -10 -1%
NIM
1661
NuWave Investment Management
New Jersey
$172K +$95.6K +382 +125%
SIMG
1662
Stephens Investment Management Group
Texas
$171K – – –
SIS
1663
Sound Income Strategies
Florida
$168K +$22.6K +90 +16%
NICM
1664
Neo Ivy Capital Management
New York
$168K +$168K +672 New
IFAM
1665
Institutional & Family Asset Management
Colorado
$165K +$20.2K +80 +14%
CSPIA
1666
Cary Street Partners Investment Advisory
Virginia
$165K +$165K +658 New
BWP
1667
Baldwin Wealth Partners
Massachusetts
$162K – – –
HWM
1668
Holloway Wealth Management
Florida
$161K – – –
RFA
1669
Reilly Financial Advisors
California
$157K -$8.3K -33 -5%
BCM
1670
Blume Capital Management
California
$151K – – –
PFS
1671
Prospera Financial Services
Texas
$147K -$588K -2,341 -80%
VCM
1672
Versant Capital Management
Arizona
$143K – – –
BWM
1673
Baystate Wealth Management
Massachusetts
$140K -$140K -559 -50%
EWM
1674
Endurance Wealth Management
Rhode Island
$139K +$13.1K +52 +10%
SLF
1675
Sun Life Financial
Ontario, Canada
$138K +$5.51K +22 +4%
65 66
67
68 69