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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 %
TWM
1651
Triton Wealth Management
Arizona
$275K +$275K +1,243 New
AUB
1652
Atlantic Union Bankshares
Virginia
$274K – – –
FCA
1653
FinTrust Capital Advisors
South Carolina
$273K -$44.6K -200 -14%
PCA
1654
Peddock Capital Advisors
Massachusetts
$273K +$44.4K +200 +19%
MAM
1655
Magellan Asset Management
Australia
$273K +$182K +816 +200%
NGA
1656
Naples Global Advisors
Florida
$270K – – –
TIAM2
1657
Tru Independence Asset Management 2
Oregon
$270K +$270K +1,215 New
FANJ
1658
Financial Architects (New Jersey)
New Jersey
$268K -$4.46K -20 -2%
CCG
1659
Capital CS Group
California
$268K +$268K +1,479 New
UIA
1660
UBP Investment Advisors
Switzerland
$267K – – –
TWP
1661
Treybourne Wealth Planners
Indiana
$267K +$267K +1,202 New
DS
1662
DRW Securities
Illinois
$265K +$32.7K +147 +14%
CWM
1663
Circle Wealth Management
New Jersey
$264K – – –
PP
1664
PDS Planning
Ohio
$263K +$30.8K +138 +13%
FAM
1665
Formidable Asset Management
Ohio
$263K +$49.6K +225 +23%
ETCM
1666
Evolutionary Tree Capital Management
Virginia
$263K +$263K +1,180 New
FP
1667
Foundry Partners
Minnesota
$261K -$11.6K -52 -4%
GLA
1668
Good Life Advisors
Pennsylvania
$261K +$69.1K +313 +36%
QC
1669
QCM Cayman
Texas
$261K +$261K +1,173 New
MFS
1670
Madrona Financial Services
Washington
$261K +$261K +1,174 New
ISWM
1671
Independent Solutions Wealth Management
New York
$261K +$41.6K +187 +19%
NIMI
1672
Natixis Investment Managers International
France
$260K +$260K +1,170 New
OWA
1673
Opal Wealth Advisors
New York
$259K +$259K +1,163 New
CBFP
1674
Cedar Brook Financial Partners
Ohio
$258K -$93K -418 -26%
KW
1675
KWB Wealth
California
$258K +$258K +1,159 New
65 66
67
68 69