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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 %
HFA
1901
HC Financial Advisors
California
$29K – – –
JWBC
1902
John W. Brooker & Co
California
$29K – – –
LGA
1903
Lebenthal Global Advisors
New York
$28K +$28K +130 New
CHA
1904
Carmichael Hill & Associates
Maryland
$24K – – –
ST
1905
Sageworth Trust
Pennsylvania
$24K +$13.1K +60 +120%
JWA
1906
JFS Wealth Advisors
Pennsylvania
$24K +$14.6K +67 +156%
WIM
1907
Westside Investment Management
California
$22.4K +$1.95K +60 +10%
ECM
1908
Estabrook Capital Management
New York
$22.3K – – –
CAL
1909
Capital Advisors Ltd
Ohio
$22K – – –
SC
1910
Steph & Co
Wisconsin
$22K – – –
SMG
1911
Spectrum Management Group
Indiana
$22K – – –
MCM
1912
MV Capital Management
Maryland
$22K – – –
MSFP
1913
Mark Sheptoff Financial Planning
Connecticut
$22K +$22K +100 New
MAM
1914
McCarthy Asset Management
California
$22K +$22K +100 New
DAC
1915
Dividend Assets Capital
South Carolina
$22K +$22K +100 New
ICM
1916
Islay Capital Management
Texas
$20K – – –
WLPWM
1917
Walled Lake Planning & Wealth Management
Illinois
$20K – – –
RG
1918
Retirement Group
California
$20K +$6.37K +29 +47%
GLLW
1919
Graves Light Lenhart Wealth
Virginia
$19K +$19K +84 New
PCA
1920
Providence Capital Advisors
North Carolina
$19K +$18.8K +85 +8,500%
TFA
1921
Toth Financial Advisory
Virginia
$18K -$11.3K -50 -38%
AWM
1922
Avondale Wealth Management
Texas
$18K – – –
PK
1923
Pflug Koory
Nebraska
$18K – – –
SWM
1924
Sugarloaf Wealth Management
Georgia
$17K – – –
PP
1925
PrairieView Partners
Minnesota
$17K – – –
75 76
77
78 79