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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 %
CIM
1751
Contravisory Investment Management
Massachusetts
$212K -$17.1K -77 -7%
FNWM
1752
Financial Network Wealth Management
Utah
$211K +$211K +946 New
DHFB
1753
Dixon Hubard Feinour & Brown
Virginia
$210K – – –
P
1754
Palladiem
Pennsylvania
$209K +$209K +939 New
DACS
1755
Dymon Asia Capital (Singapore)
Singapore
$209K +$209K +940 New
FNBOO
1756
First National Bank of Omaha
Nebraska
$207K +$207K +932 New
AWP
1757
Abacus Wealth Partners
California
$207K +$207K +929 New
SBWIC
1758
Schaper Benz & Wise Investment Counsel
Wisconsin
$205K +$205K +919 New
CFC
1759
Coyle Financial Counsel
Illinois
$205K +$205K +920 New
FNB
1760
Farmers National Bank
Kentucky
$204K +$204K +918 New
FCFC
1761
First Citizens Financial Corp
Iowa
$204K – – –
AP
1762
Adero Partners
California
$203K -$172K -773 -46%
MAG
1763
Mayfair Advisory Group
Alabama
$203K +$203K +912 New
PIM
1764
Perpetual Investment Management
Australia
$202K +$202K +908 New
B
1765
Bellecapital
Switzerland
$202K +$202K +908 New
CCB
1766
Cutter & Co Brokerage
Missouri
$201K +$201K +905 New
LF
1767
Lantz Financial
Illinois
$200K -$36K -162 -15%
CCM
1768
Chiron Capital Management
Florida
$200K -$1.33K -6 -0.7%
TAM
1769
Taurus Asset Management
New York
$200K – – –
SWM
1770
Sculati Wealth Management
Michigan
$200K – – –
LI
1771
LVZ Inc
Michigan
$200K +$200K +899 New
RFA
1772
Reilly Financial Advisors
California
$199K +$60.3K +271 +43%
WDL
1773
Well Done LLC
Michigan
$193K +$193K +866 New
VBCG
1774
Valley Brook Capital Group
Pennsylvania
$189K +$189K +850 New
NSIM
1775
North Star Investment Management
Illinois
$186K -$1.34M -5,996 -88%
69 70
71
72 73