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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 %
GWS
1776
Glassman Wealth Services
Virginia
$182K +$67K +302 +58%
CMBA
1777
C.M. Bidwell & Associates
Hawaii
$180K -$20.7K -93 -10%
HWA
1778
HHM Wealth Advisors
Tennessee
$180K – – –
SIS
1779
Sound Income Strategies
Florida
$180K +$31.2K +140 +21%
ACA
1780
Atlas Capital Advisors
Wyoming
$178K +$178K +800 New
ANBT
1781
American National Bank & Trust
Texas
$178K – – –
TFM
1782
TFC Financial Management
Massachusetts
$170K – – –
MAWCM
1783
Mine & Arao Wealth Creation & Management
California
$167K – – –
HR
1784
Howe & Rusling
New York
$166K – – –
BFC
1785
Bedel Financial Consulting
Indiana
$166K +$11.1K +50 +7%
FWM
1786
Focused Wealth Management
New York
$158K +$4.45K +20 +3%
CWC
1787
Carolinas Wealth Consulting
North Carolina
$156K -$59.5K -268 -28%
HI
1788
Hudock Inc
Pennsylvania
$155K +$89.6K +404 +137%
SPWG
1789
Sage Private Wealth Group
Illinois
$155K +$155K +697 New
SIMG
1790
Stephens Investment Management Group
Texas
$151K – – –
CCA
1791
Childress Capital Advisors
Texas
$151K +$151K +678 New
CWP
1792
Concord Wealth Partners
Virginia
$150K +$150K +673 New
JGIA
1793
Jackson Grant Investment Advisers
Connecticut
$148K +$148K +665 New
CWP
1794
Capital Wealth Planning
Florida
$147K +$147K +649 New
IFAM
1795
Institutional & Family Asset Management
Colorado
$145K -$891 -4 -0.6%
HWM
1796
Holloway Wealth Management
Florida
$142K -$161K – –
DSC
1797
Duncker Streett & Co
Missouri
$138K +$25.6K +115 +23%
MCM
1798
Manchester Capital Management
Vermont
$134K -$92.2K -415 -41%
BCM
1799
Blume Capital Management
California
$134K – – –
BWM
1800
Baystate Wealth Management
Massachusetts
$129K +$4.67K +21 +4%
70 71
72
73 74