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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 %
RBC
1801
Roble Belko & Company
Pennsylvania
$7K – – –
CWA
1802
Carolina Wealth Advisors
South Carolina
$7K – – –
BC
1803
Barnett & Company
Tennessee
$6K -$6K -25 -50%
HGWM
1804
Harvest Group Wealth Management
Massachusetts
$6K -$1.83K -7 -23%
HWM
1805
HighMark Wealth Management
Minnesota
$6K – – –
IWP
1806
IAG Wealth Partners
Wisconsin
$6K – – –
SCA
1807
Stuart Chaussee & Associates
California
$5K – – –
PG
1808
Proffitt & Goodson
Tennessee
$5K – – –
AW
1809
Alpha Windward
Massachusetts
$5K +$5K +20 New
FP
1810
Fiduciary Planning
Florida
$5K +$5K +20 New
MFT
1811
Moisand Fitzgerald Tamayo
Florida
$4K – – –
MIM
1812
Macroview Investment Management
Maryland
$4K +$4K +15 New
PCFFS
1813
Pacific Center for Financial Services
California
$3K – – –
BCH
1814
Berkshire Capital Holdings
California
$3K – – –
Koshinski Asset Management
1815
Koshinski Asset Management
Illinois
$2.9K -$324 -1,214 -10%
PCS
1816
Personal CFO Solutions
New Jersey
$2K -$52 -168 -3%
VRM
1817
Vectors Research Management
New York
$2K -$185 -5 -8%
NC
1818
NewSquare Capital
Pennsylvania
$2K – – –
LWA
1819
Lowe Wealth Advisors
Maryland
$2K – – –
DI
1820
Disciplined Investments
Oklahoma
$2K – – –
ONST
1821
Old North State Trust
North Carolina
$2K +$2K +7 New
CFO
1822
CVA Family Office
Colorado
$2K +$2K +9 New
SXL
1823
Summit X LLC
Missouri
$1.26K +$1.26K +400 New
BWA
1824
Burt Wealth Advisors
Maryland
$1K – – –
AWM
1825
Adams Wealth Management
Utah
$1K +$1K +5 New
71 72
73
74 75