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Salesforce
CRM

Overview Fund Activity

1,823 hedge funds and large institutions have $187B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 244 funds opening new positions, 719 increasing their positions, 672 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+130
Holders Change %
+7.68%
% of All Funds
36.88%
Holding in Top 10
150
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+63.04%
% of All Funds
3.03%
New
244
Increased
719
Reduced
672
Closed
103
Calls
$7.45B
Puts
$4.89B
Net Calls
+$2.55B
Net Calls Change
+$3.26B

Top Buyers

1
State Street
State Street
Massachusetts
+$1.32B
2
Citadel Advisors
Citadel Advisors
Florida
+$356M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$327M
4
GQG Partners
GQG Partners
Florida
+$298M
5
Morgan Stanley
Morgan Stanley
New York
+$281M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1B
2
LPC
Lone Pine Capital
Connecticut
-$570M
3
Jennison Associates
Jennison Associates
New York
-$523M
4
MCM
Melvin Capital Management
New York
-$420M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
1726
Investors Research Corp
Georgia
$68K – – –
HCP
1727
Hexagon Capital Partners
Arkansas
$66K +$66K +287 New
TVWM
1728
Tower View Wealth Management
Wisconsin
$65K -$3.79K -15 -6%
MWP
1729
Meridian Wealth Partners
Pennsylvania
$65K +$3.28K +13 +5%
KIG
1730
Kessler Investment Group
Indiana
$63K – – –
LWA
1731
Lenox Wealth Advisors
New York
$63K +$7.75K +31 +14%
EIP
1732
Ellis Investment Partners
Pennsylvania
$62K – – –
Kayne Anderson Rudnick Investment Management
1733
Kayne Anderson Rudnick Investment Management
California
$60K -$13.2K -52 -18%
TC
1734
Trust Company
Kansas
$57K -$6.53K -26 -10%
CHC
1735
City Holding Co
West Virginia
$57K – – –
SIM
1736
Seaview Investment Managers
Florida
$57K +$57K +247 New
Cohen & Steers
1737
Cohen & Steers
New York
$55K -$137K -540 -71%
HFM
1738
Hartford Financial Management
Connecticut
$52K – – –
CDIA
1739
Capital Directions Investment Advisors
Georgia
$52K – – –
DAM
1740
Delta Asset Management
Tennessee
$50K – – –
CFG
1741
Capstone Financial Group
Oklahoma
$50K +$50K +200 New
APC
1742
Aspire Private Capital
North Carolina
$50K +$50K +200 New
BAMG
1743
Brand Asset Management Group
Missouri
$48K – – –
AIC
1744
Archer Investment Corporation
Indiana
$43.7K – – –
CT
1745
Clearstead Trust
Maine
$43K – – –
NR
1746
Newfound Research
Massachusetts
$43K +$43K +171 New
AAP
1747
Arax Advisory Partners
Colorado
$42K +$7.46K +30 +22%
CCA
1748
Column Capital Advisors
Indiana
$41K -$15.2K -60 -27%
MA
1749
MCF Advisors
Kentucky
$41K +$41K +164 New
AS
1750
Altshuler Shaham
Israel
$40K -$51.7K -208 -56%
68 69
70
71 72