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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
$10.5B
2
Citadel Advisors
Citadel Advisors
Florida
$357M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$327M
4
GQG Partners
GQG Partners
Florida
$680M
5
Morgan Stanley
Morgan Stanley
New York
$3.07B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$20.7B
2
LPC
Lone Pine Capital
Connecticut
$0
3
Jennison Associates
Jennison Associates
New York
$3.28B
4
MCM
Melvin Capital Management
New York
$0
5
Viking Global Investors
Viking Global Investors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIP
1851
Stoneridge Investment Partners
Pennsylvania
– -$3.34M -17,808 Closed
MERSOM
1852
Municipal Employees' Retirement System of Michigan
Michigan
– -$3.26M -17,390 Closed
QT
1853
Quantbot Technologies
New York
– -$2.96M -15,781 Closed
VF
1854
Virtu Financial
New York
– -$2.72M -14,542 Closed
STA
1855
Summit Trail Advisors
New York
– -$2.7M -14,407 Closed
RIA
1856
Regal Investment Advisors
Michigan
– -$2.41M -12,885 Closed
TCM
1857
Teza Capital Management
Illinois
– -$2.37M -12,634 Closed
PRC
1858
Pearl River Capital
Michigan
– -$2.22M -11,822 Closed
IWA
1859
IBEX Wealth Advisors
New Jersey
– -$2.14M -11,408 Closed
CI
1860
CAZ Investments
Texas
– -$2.04M -10,900 Closed
BBCM
1861
Boardman Bay Capital Management
New York
– -$1.69M -9,000 Closed
BAAM
1862
Baker Avenue Asset Management
California
– -$1.6M -8,523 Closed
DC
1863
Diametric Capital
Massachusetts
– -$1.55M -8,254 Closed
FSA
1864
Financial Sense Advisors
California
– -$1.32M -7,064 Closed
FIB
1865
First Interstate Bank
Montana
– -$1.28M -6,849 Closed
PIC
1866
PCJ Investment Counsel
Ontario, Canada
– -$1.12M -6,000 Closed
PP
1867
Peconic Partners
New York
– -$1.12M -6,000 Closed
IUHSA
1868
Itau Unibanco Holding S.A.
Brazil
– -$1.07M -5,704 Closed
TCM
1869
Tuttle Capital Management
Connecticut
– -$989K -5,278 Closed
GAM
1870
Greenwoods Asset Management
Cayman Islands
– -$974K -5,201 Closed
SMFS
1871
Squar Milner Financial Services
California
– -$946K -5,049 Closed
WC
1872
Wexford Capital
Florida
– -$937K -5,000 Closed
SMFG
1873
Sumitomo Mitsui Financial Group
Japan
– -$897K -4,894 Closed
RHP
1874
Royal Harbor Partners
Texas
– -$871K -4,652 Closed
BRA
1875
Blue Rock Advisors
Minnesota
– -$868K -4,635 Closed
73 74
75
76 77