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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 %
FCB
1876
First Command Bank
Texas
$54K +$18.4K +82 +52%
RWG
1877
Regal Wealth Group
California
$54K +$54K +243 New
CHC
1878
City Holding Co
West Virginia
$50K – – –
AAP
1879
Arax Advisory Partners
Colorado
$49K +$11.4K +51 +30%
SN
1880
Sittner & Nelson
Oregon
$49K +$49K +220 New
VCM
1881
Vigilant Capital Management
Maine
$47K +$47K +210 New
CDIA
1882
Capital Directions Investment Advisors
Georgia
$46K – – –
DAM
1883
Delta Asset Management
Tennessee
$45K – – –
APC
1884
Aspire Private Capital
North Carolina
$45K – – –
BAMG
1885
Brand Asset Management Group
Missouri
$43K – – –
TCWA
1886
Ten Capital Wealth Advisors
Washington
$42K +$42K +187 New
AS
1887
Altshuler Shaham
Israel
$39K +$3.32K +15 +9%
CH
1888
Canton Hathaway
Rhode Island
$39K +$39K +176 New
TC
1889
Trust Company
Kansas
$38K -$12.4K -56 -25%
COCM
1890
Charter Oak Capital Management
New Hampshire
$37K +$37K +165 New
CWM
1891
Curi Wealth Management
North Carolina
$36K +$36K +163 New
MLFP
1892
MPS Loria Financial Planners
Illinois
$34K +$34K +154 New
FPW
1893
Flagship Private Wealth
Massachusetts
$33.5K +$33.5K +149 New
CCA
1894
Column Capital Advisors
Indiana
$33K -$3.37K -15 -9%
HFS
1895
HBC Financial Services
Washington
$33K – – –
PO
1896
Private Ocean
California
$33K +$2.88K +13 +10%
LFG
1897
Larson Financial Group
Missouri
$33K +$15.9K +71 +93%
PCFFS
1898
Pacific Center for Financial Services
California
$32K +$29.8K +134 +1,340%
FPFS
1899
First Personal Financial Services
North Carolina
$32K +$32K +146 New
BAM
1900
Bellevue Asset Management
Washington
$30K – – –
74 75
76
77 78