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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 %
Asset Management One
151
Asset Management One
Japan
$109M -$757K -3,402 -0.7%
EC
152
EMS Capital
New York
$108M – – –
Mackenzie Financial
153
Mackenzie Financial
Ontario, Canada
$105M -$19.1M -86,041 -15%
Schroder Investment Management Group
154
Schroder Investment Management Group
United Kingdom
$101M -$1.25M -5,625 -1%
AIM
155
ARK Investment Management
Florida
$99.4M +$67.2M +301,960 +209%
MVIP
156
Mar Vista Investment Partners
California
$98.8M -$5.51M -24,743 -5%
VanEck Associates
157
VanEck Associates
New York
$98.7M +$3.86M +17,354 +4%
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$98.4M +$1.47M +6,627 +2%
Aberdeen Group
159
Aberdeen Group
United Kingdom
$97.6M +$7.41M +33,311 +8%
HighTower Advisors
160
HighTower Advisors
Illinois
$96.7M +$9.49M +42,673 +11%
Truist Financial
161
Truist Financial
North Carolina
$96.4M -$11.6M -52,001 -11%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$95.5M +$14.5M +65,227 +18%
Verition Fund Management
163
Verition Fund Management
Connecticut
$95.1M +$91.6M +411,645 +2,637%
VOYA Investment Management
164
VOYA Investment Management
Georgia
$90.5M -$231M -1,035,903 -72%
BFM
165
Boothbay Fund Management
New York
$89.1M +$87.4M +392,792 +5,096%
Calamos Advisors
166
Calamos Advisors
Illinois
$88M +$9.55M +42,898 +12%
RP
167
Riverbridge Partners
Minnesota
$87.8M +$2.45M +11,006 +3%
Los Angeles Capital Management
168
Los Angeles Capital Management
California
$87.5M +$25.9M +116,411 +42%
PAM
169
Panagora Asset Management
Massachusetts
$86.9M -$65.9M -296,365 -43%
US Bancorp
170
US Bancorp
Minnesota
$86.9M +$10M +45,156 +13%
D.E. Shaw & Co
171
D.E. Shaw & Co
New York
$85M -$136M -609,555 -61%
HAM
172
Hyperion Asset Management
Australia
$83M +$31.3M +140,634 +61%
Treasurer of the State of North Carolina
173
Treasurer of the State of North Carolina
North Carolina
$82.8M +$1.41M +6,320 +2%
IIP
174
Intermede Investment Partners
United Kingdom
$78.4M +$41.6M +186,921 +113%
ESCM
175
Echo Street Capital Management
New York
$77.4M +$12.2M +54,683 +19%
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