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Salesforce
CRM

Overview Fund Activity

1,693 hedge funds and large institutions have $139B invested in Salesforce in 2020 Q2 according to their latest regulatory filings, with 223 funds opening new positions, 763 increasing their positions, 541 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,693
Holders Change
+83
Holders Change %
+5.16%
% of All Funds
34.8%
Holding in Top 10
92
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.12%
% of All Funds
1.89%
New
223
Increased
763
Reduced
541
Closed
125
Calls
$2.07B
Puts
$2.78B
Net Calls
-$711M
Net Calls Change
-$217M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.99B
2
LPC
Lone Pine Capital
Connecticut
$570M
3
VVP
Vulcan Value Partners
Alabama
$357M
4
First Eagle Investment Management
First Eagle Investment Management
New York
$265M
5
BlackRock
BlackRock
New York
$12.1B

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$67.1M
2
Jennison Associates
Jennison Associates
New York
$2.83B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$16.2B
4
Sands Capital Management
Sands Capital Management
Virginia
$31.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
1751
Sheets Smith Wealth Management
North Carolina
– -$909K -6,314 Closed
JT
1752
Jump Trading
Illinois
– -$891K -6,185 Closed
Two Sigma Investments
1753
Two Sigma Investments
New York
– -$823K -5,716 Closed
FEG
1754
Financial Enhancement Group
Indiana
– -$822K -5,710 Closed
SL
1755
Summitry LLC
California
– -$808K -5,612 Closed
BW
1756
Bison Wealth
Georgia
– -$780K -5,417 Closed
MF
1757
Magnetar Financial
Illinois
– -$742K -5,151 Closed
OIS
1758
Okabena Investment Services
Minnesota
– -$671K -4,660 Closed
DTL
1759
Dynamic Technology Lab
Singapore
– -$665K -4,620 Closed
QSS
1760
Quantitative Systematic Strategies
Florida
– -$610K -4,235 Closed
EP
1761
Edgestream Partners
New Jersey
– -$606K -4,212 Closed
LOAMS
1762
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$573K -3,978 Closed
SW
1763
SkyOak Wealth
Michigan
– -$565K -3,924 Closed
TCA
1764
Transcend Capital Advisors
New Jersey
– -$548K -3,770 Closed
CAIMH
1765
Central Asset Investments & Management Holdings
Hong Kong
– -$514K -3,570 Closed
GCM
1766
Gladius Capital Management
Illinois
– -$492K -3,413 Closed
PM
1767
Parametrica Management
Hong Kong
– -$459K -3,190 Closed
SCM
1768
Southport Capital Management
Tennessee
– -$453K -3,146 Closed
NICM
1769
Neo Ivy Capital Management
New York
– -$358K -2,489 Closed
EA
1770
Emerald Advisors
Washington
– -$422K -2,400 Closed
VC
1771
Veracity Capital
Georgia
– -$332K -2,304 Closed
CWP
1772
Capital Wealth Planning
Florida
– -$320K -2,221 Closed
FFG
1773
Frisch Financial Group
New York
– -$318K -2,207 Closed
MS
1774
Maven Securities
Jersey
– -$317K -2,203 Closed
GC
1775
Gilbert & Cook
Iowa
– -$310K -2,154 Closed
69 70
71
72 73