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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 %
UAS
1676
United Asset Strategies
New York
$257K – – –
SIC
1677
Samalin Investment Counsel
New York
$256K -$15.8K -71 -6%
SFG
1678
Sovereign Financial Group
Connecticut
$255K +$255K +1,148 New
NIM
1679
Northeast Investment Management
Massachusetts
$253K -$7.11K -32 -3%
PHS
1680
Pekin Hardy Strauss
Illinois
$253K – – –
FRA
1681
Front Row Advisors
California
$253K – – –
NAS
1682
Nicolet Advisory Services
Wisconsin
$253K +$27.4K +123 +12%
TCPWM
1683
Traverso Chambers Private Wealth Management
California
$252K – – –
AIM
1684
Anchor Investment Management
South Carolina
$251K +$62.3K +280 +33%
MAG
1685
MRA Advisory Group
New Jersey
$251K +$251K +1,130 New
DDC
1686
DF Dent & Co
Maryland
$249K -$26.9K -121 -10%
CWA
1687
Clarity Wealth Advisors
California
$248K +$23.5K +106 +10%
GTCM
1688
Gyon Technologies Capital Management
New Jersey
$247K +$247K +1,110 New
WA
1689
WESPAC Advisors
California
$247K +$247K +1,111 New
LFA
1690
Legacy Financial Advisors
Kentucky
$245K +$42.8K +192 +21%
SW
1691
SlateStone Wealth
Florida
$243K -$1.29M -5,788 -84%
HTC
1692
Haverford Trust Company
Pennsylvania
$243K +$46.7K +210 +24%
KPCM
1693
Kings Point Capital Management
New York
$242K -$126K -567 -34%
GA
1694
GFS Advisors
Texas
$242K +$242K +1,087 New
DCM
1695
Donaldson Capital Management
Indiana
$240K -$58.7K -264 -20%
PIP
1696
Peachtree Investment Partners
Florida
$239K +$33.3K +150 +16%
AP
1697
Arlington Partners
Alabama
$239K +$51.2K +230 +27%
BCA
1698
Bay Colony Advisors
Massachusetts
$239K +$239K +1,075 New
CHA
1699
Cooper/Haims Advisors
New York
$238K -$1.78K -8 -0.7%
UCMOK
1700
United Capital Management of KS
Kansas
$237K +$667 +3 +0.3%
66 67
68
69 70