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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 %
BG
1851
Bollard Group
Massachusetts
$73K – – –
AIC
1852
Archer Investment Corporation
Indiana
$72.1K +$33.4K +150 +86%
BWM
1853
BerganKDV Wealth Management
Minnesota
$71K +$49.3K +221 +228%
BWM
1854
Birchcreek Wealth Management
Ohio
$71K +$71K +320 New
CB
1855
Community Bank
New York
$70K – – –
PA
1856
Perennial Advisors
New York
$70K +$70K +313 New
VCG
1857
Vantage Consulting Group
Virginia
$70K +$70K +315 New
EC
1858
Estate Counselors
Wisconsin
$69K +$69K +308 New
PHAM
1859
Portland Hill Asset Management
United Kingdom
$69K +$69K +311 New
FCMT
1860
Founders Capital Management (Texas)
Texas
$67K +$67K +300 New
JAM
1861
JCIC Asset Management
Ontario, Canada
$64K +$34K +153 +113%
CYG
1862
Clean Yield Group
Vermont
$63K – – –
SIM
1863
Seaview Investment Managers
Florida
$62K +$7.7K +35 +14%
IRC
1864
Investors Research Corp
Georgia
$60K – – –
RCG
1865
Rock Creek Group
District of Columbia
$57K -$55.2K -248 -49%
TVWM
1866
Tower View Wealth Management
Wisconsin
$57K – – –
HFM
1867
Hartford Financial Management
Connecticut
$57K +$11.2K +50 +24%
CT
1868
Clearstead Trust
Maine
$57K +$18.9K +85 +50%
CWA
1869
Clearview Wealth Advisors
Oregon
$57K +$57K +258 New
LWA
1870
Lenox Wealth Advisors
New York
$56K – – –
KIG
1871
Kessler Investment Group
Indiana
$56K – – –
FWM
1872
FSA Wealth Management
Massachusetts
$56K +$56K +250 New
EIP
1873
Ellis Investment Partners
Pennsylvania
$55K – – –
NR
1874
Newfound Research
Massachusetts
$55K +$16.6K +74 +43%
FCFS
1875
First Command Financial Services
Texas
$54K +$18.4K +82 +52%
73 74
75
76 77