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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 %
JF
1701
JSF Financial
California
– -$218K -1,343 Closed
FMT
1702
First Mercantile Trust
Tennessee
– -$217K -1,332 Closed
RIS
1703
Retirement Income Solutions
Michigan
– -$216K -1,330 Closed
PV
1704
Private Vista
Illinois
– -$212K -1,312 Closed
AAM
1705
American Asset Management
Florida
– -$212K -1,305 Closed
BO
1706
BRR OpCo
Ohio
– -$212K -1,303 Closed
BB
1707
Busey Bank
Illinois
– -$212K -1,302 Closed
IIC
1708
Integrated Investment Consultants
Michigan
– -$206K -1,269 Closed
SFG
1709
Sather Financial Group
Texas
– -$204K -1,255 Closed
TAM
1710
Tradition Asset Management
Virginia
– -$203K -1,250 Closed
GD
1711
Grandfield & Dodd
New York
– -$203K -1,246 Closed
LNB
1712
Ledyard National Bank
– -$200K -1,231 Closed
FAM
1713
Formidable Asset Management
Ohio
– -$222K -1,222 Closed
CH
1714
Canton Hathaway
Rhode Island
– -$195K -1,200 Closed
PCA
1715
Peddock Capital Advisors
Massachusetts
– -$195K -1,199 Closed
RIA
1716
Realta Investment Advisors
Delaware
– -$178K -1,087 Closed
SIC
1717
Samalin Investment Counsel
New York
– -$162K -997 Closed
CWA
1718
Capital Wealth Alliance
Arizona
– -$177K -971 Closed
LF
1719
Lee Financial
Texas
– -$155K -950 Closed
AFS
1720
Aft Forsyth & Sober
Florida
– -$115K -710 Closed
TCWM
1721
Total Clarity Wealth Management
Illinois
– -$103K -635 Closed
KWM
1722
Keebeck Wealth Management
Illinois
– -$93K -575 Closed
EMFAT
1723
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$59K -362 Closed
PCA
1724
Providence Capital Advisors
North Carolina
– -$46K -285 Closed
APC
1725
Aspire Private Capital
North Carolina
– -$33K -200 Closed
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