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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 %
SWM
1926
Sugarloaf Wealth Management
Georgia
$17K – – –
EWA
1927
Evolution Wealth Advisors
Florida
$16K -$196K -906 -92%
CCC
1928
Crescent Capital Consulting
Louisiana
$16K +$16K +73 New
SFP
1929
Sterling Financial Planning
New Jersey
$15K +$15K +66 New
FMP
1930
Financial Management Professionals
Texas
$14K – – –
FNBOSM
1931
First National Bank of South Miami
Florida
$14K +$3.9K +17 +39%
APWA
1932
Atlas Private Wealth Advisors
New Jersey
$13K – – –
CWA
1933
Carolina Wealth Advisors
South Carolina
$13K +$7.17K +32 +123%
CMA
1934
Cedar Mountain Advisors
Oregon
$11K – – –
HGWM
1935
Harvest Group Wealth Management
Massachusetts
$11K +$5.73K +25 +109%
TIM
1936
Tortoise Investment Management
New York
$11K +$11K +50 New
ARMC
1937
American Research & Management Company
Massachusetts
$9K -$6.3K -28 -41%
KFS
1938
Kelly Financial Services
Massachusetts
$8.68K -$7.79K -35 -47%
GAAM
1939
Guinness Atkinson Asset Management
California
$8K +$8K +38 New
RIM
1940
Ranger Investment Management
Texas
$7K -$4.9K -21 -41%
MWA
1941
Moser Wealth Advisors
Washington
$7K – – –
PS
1942
Planned Solutions
California
$7K – – –
CP
1943
Corbenic Partners
Pennsylvania
$7K +$7K +30 New
Walleye Capital
1944
Walleye Capital
New York
$6.84K +$4.24K +19,066 +164%
RBC
1945
Roble Belko & Company
Pennsylvania
$6K – – –
ONST
1946
Old North State Trust
North Carolina
$6K +$4.39K +19 +271%
SSC
1947
Syverson Strege & Co
Iowa
$6K +$6K +28 New
IA
1948
Inspire Advisors
Idaho
$6K +$6K +28 New
GFPC
1949
Global Financial Private Client
Florida
$5.56K -$92.3K -415 -94%
BHWM
1950
Bay Harbor Wealth Management
Maryland
$5K -$6.36K -28 -56%
76 77
78
79 80