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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 %
AIA
1726
Arbor Investment Advisors
North Carolina
$223K – – –
WIC
1727
Woodmont Investment Counsel
Tennessee
$223K – – –
BONST
1728
Bank of Nova Scotia Trust
Ontario, Canada
$223K +$668 +3 +0.3%
QWM
1729
Quaker Wealth Management
New Jersey
$223K +$223K +1,000 New
DA
1730
DCF Advisers
Connecticut
$223K +$223K +1,000 New
CFIA
1731
Cantor Fitzgerald Investment Advisors
New York
$223K +$223K +1,000 New
FGIM
1732
First Growth Investment Manager
California
$223K +$223K +1,000 New
ICA
1733
Infrastructure Capital Advisors
New York
$223K +$223K +1,000 New
FGCP
1734
First Growth Capital Partners
California
$223K +$223K +1,000 New
CCC
1735
Chelsea Counsel Company
California
$221K -$3.78K -17 -2%
LCS
1736
Levin Capital Strategies
New York
$221K – – –
JFGIW
1737
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$221K +$111K +500 +101%
CWA
1738
Capital Wealth Alliance
Arizona
$221K +$221K +942 New
RIM
1739
Redwood Investment Management
Arizona
$219K -$5.58K -25 -2%
FFA
1740
Founders Financial Alliance
North Carolina
$219K +$152K +678 +228%
BAM
1741
Bruderman Asset Management
New York
$218K +$38.8K +174 +22%
MWM
1742
Modera Wealth Management
New Jersey
$218K +$218K +980 New
BCM
1743
Breiter Capital Management
Florida
$217K -$8.9K -40 -4%
RWM
1744
RBA Wealth Management
California
$217K +$446 +2 +0.2%
OWM
1745
Opes Wealth Management
California
$216K +$891 +4 +0.4%
CSPIA
1746
Cary Street Partners Investment Advisory
Virginia
$216K +$69.6K +313 +48%
Fiera Capital (Canada)
1747
Fiera Capital (Canada)
Quebec, Canada
$215K -$904K -4,080 -81%
WFA
1748
Wellspring Financial Advisors
Ohio
$215K +$215K +968 New
FAN
1749
Financial Advisors Network
California
$213K +$6.02K +27 +3%
CFN
1750
Cordasco Financial Network
Florida
$212K -$46.4K -208 -18%
68 69
70
71 72