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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 %
PAA
1676
Peregrine Asset Advisers
Oregon
– -$325 -2,000 Closed
MFG
1677
Menard Financial Group
Texas
– -$314K -1,930 Closed
BFA
1678
Beacon Financial Advisory
Ohio
– -$310K -1,911 Closed
HKAM
1679
Horizon Kinetics Asset Management
New York
– -$289K -1,781 Closed
RA
1680
RFG Advisory
Alabama
– -$286K -1,758 Closed
CRCM
1681
Corbett Road Capital Management
Virginia
– -$283K -1,741 Closed
FSA
1682
Fort Sheridan Advisors
Illinois
– -$274K -1,684 Closed
MYIA
1683
Mount Yale Investment Advisors
Colorado
– -$305K -1,672 Closed
EA
1684
Emerald Advisers
Pennsylvania
– -$270K -1,658 Closed
AIM
1685
Aurora Investment Managers
Florida
– -$267K -1,644 Closed
ISWM
1686
Independent Solutions Wealth Management
New York
– -$258K -1,589 Closed
AOWM
1687
Alpha Omega Wealth Management
Virginia
– -$257K -1,579 Closed
FMWA
1688
Forvis Mazars Wealth Advisors
Missouri
– -$253K -1,555 Closed
WAM
1689
Weiss Asset Management
Massachusetts
– -$248K -1,527 Closed
FFN
1690
Focus Financial Network
Minnesota
– -$246K -1,510 Closed
Cetera Investment Advisers
1691
Cetera Investment Advisers
Illinois
– -$244K -1,489 Closed
C
1692
Certuity
Florida
– -$238K -1,466 Closed
UCMOK
1693
United Capital Management of KS
Kansas
– -$238K -1,462 Closed
CG
1694
Cynosure Group
Utah
– -$234K -1,438 Closed
PL
1695
Plancorp LLC
Missouri
– -$227K -1,397 Closed
SG
1696
Somerset Group
Minnesota
– -$224K -1,379 Closed
IC
1697
InterOcean Capital
Illinois
– -$224K -1,379 Closed
LWP
1698
Legacy Wealth Partners
California
– -$253K -1,365 Closed
ACM
1699
Advisors Capital Management
New Jersey
– -$219K -1,347 Closed
CAM
1700
Claret Asset Management
Quebec, Canada
– -$219K -1,344 Closed
66 67
68
69 70