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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 %
RGC
1701
Roberts, Glore & Co
Illinois
$237K +$2.22K +10 +0.9%
CC
1702
Caxton Corporation
New Jersey
$237K +$237K +1,064 New
JWM
1703
Jeppson Wealth Management
California
$236K +$445 +2 +0.2%
RA
1704
RFG Advisory
Alabama
$235K -$5.99K -27 -2%
PA
1705
PFG Advisors
Arizona
$234K -$487K -2,189 -68%
PP
1706
Pegasus Partners
Wisconsin
$234K -$91.6K -412 -28%
SNBOSD
1707
Security National Bank of So Dak
Iowa
$234K -$3.79K -17 -2%
SFP
1708
Strategic Financial Planning
Texas
$233K +$233K +1,049 New
GAG
1709
GM Advisory Group
New York
$232K +$232K +1,042 New
PWMG
1710
Prestige Wealth Management Group
New Jersey
$231K +$19.2K +86 +9%
UBV
1711
United Bank (Virginia)
Virginia
$230K -$1.78K -8 -0.8%
NWS
1712
Newport Wealth Strategies
California
$229K – – –
GF
1713
Gabelli Funds
New York
$228K +$228K +1,025 New
PAA
1714
Peregrine Asset Advisers
Oregon
$227K – – –
NICM
1715
Neo Ivy Capital Management
New York
$226K +$76.2K +342 +51%
JIC
1716
Joel Isaacson & Co
New York
$226K +$226K +1,015 New
IAP
1717
Indie Asset Partners
Indiana
$225K -$42.3K -190 -16%
MFP
1718
Meridian Financial Partners
Virginia
$225K +$225K +1,007 New
FHC
1719
First Heartland Consultants
Missouri
$225K +$225K +1,009 New
OCM
1720
Oakwood Capital Management
California
$224K -$5.06M -22,696 -96%
CCM
1721
Cohen Capital Management
California
$224K +$22.3K +100 +11%
BCA
1722
Biltmore Capital Advisors
New Jersey
$224K +$45.4K +204 +25%
BM
1723
Brandywine Managers
Delaware
$223K – – –
TIM
1724
Thompson Investment Management
Wisconsin
$223K – – –
CCM
1725
Compass Capital Management
Minnesota
$223K – – –
67 68
69
70 71