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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 %
T
1801
TOBAM
France
$128K +$23.9K +107 +23%
PMFA
1802
Plante Moran Financial Advisors
Michigan
$128K +$62.1K +278 +94%
VCM
1803
Versant Capital Management
Arizona
$126K -$442 -2 -0.3%
EWM
1804
Endurance Wealth Management
Rhode Island
$123K – – –
SIAP
1805
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$122K +$33.3K +150 +38%
SLF
1806
Sun Life Financial
Ontario, Canada
$121K -$2.01K -9 -2%
BDWM
1807
Brewin Dolphin Wealth Management
Ireland
$120K +$34.5K +155 +40%
RFWA
1808
RPg Family Wealth Advisory
Massachusetts
$119K – – –
LWM
1809
Liberty Wealth Management
California
$116K +$2.04K +9 +2%
DWP
1810
Destiny Wealth Partners
Florida
$115K +$115K +516 New
SWM
1811
Selective Wealth Management
Virginia
$112K +$33.6K +151 +43%
D
1812
Diversified
Delaware
$112K +$112K +446 New
HRC
1813
Hoertkorn Richard Charles
$111K – – –
SFG
1814
Sowa Financial Group
Rhode Island
$111K – – –
VC
1815
Vestor Capital
Illinois
$111K – – –
AWG
1816
Altus Wealth Group
Colorado
$109K +$109K +491 New
HCP
1817
Hexagon Capital Partners
Arkansas
$108K +$44.4K +200 +70%
CA
1818
Crewe Advisors
Utah
$107K +$886 +4 +0.8%
WPA
1819
West Paces Advisors
Georgia
$105K – – –
HDIM
1820
Hanson & Doremus Investment Management
Vermont
$100K – – –
TI
1821
Truehand Inc
New Hampshire
$98K – – –
ATC
1822
Adirondack Trust Company
New York
$98K +$4.53K +20 +5%
BCM
1823
Bourgeon Capital Management
Connecticut
$96K – – –
EFSCE
1824
Enterprise Financial Services Corp (EFSC)
Missouri
$95K -$21.1K -94 -18%
JWM
1825
Janiczek Wealth Management
Colorado
$95K +$9.74K +44 +11%
71 72
73
74 75