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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 %
BC
1951
Barnett & Company
Tennessee
$5K – – –
IWP
1952
IAG Wealth Partners
Wisconsin
$5K – – –
KCM
1953
Kathmere Capital Management
Pennsylvania
$5K +$5K +21 New
HCA
1954
Harbour Capital Advisors
Virginia
$5K +$41 +190 +0.8%
AIM
1955
Arcadia Investment Management
Michigan
$4K -$25.4K -108 -86%
TF
1956
TimeScale Financial
Massachusetts
$4K -$7.4K -37 -65%
SCA
1957
Stuart Chaussee & Associates
California
$4K – – –
PG
1958
Proffitt & Goodson
Tennessee
$4K – – –
MIM
1959
Macroview Investment Management
Maryland
$4K +$250 +1 +7%
CWM
1960
Cedar Wealth Management
California
$4K +$4K +20 New
DCM
1961
Disciplina Capital Management
Tennessee
$3.78K +$3.78K +17 New
FI
1962
Fosun International
China
$3.34K +$3.34K +15,000 New
CIA
1963
CSat Investment Advisory
Michigan
$3K -$2.11M -9,159 -100%
HWM
1964
HighMark Wealth Management
Minnesota
$3K -$1.71K -8 -36%
MFT
1965
Moisand Fitzgerald Tamayo
Florida
$3K – – –
VRM
1966
Vectors Research Management
New York
$2K -$10K -45 -83%
LWA
1967
Lowe Wealth Advisors
Maryland
$2K – – –
DI
1968
Disciplined Investments
Oklahoma
$2K – – –
CFO
1969
CVA Family Office
Colorado
$2K – – –
MCM
1970
McMillion Capital Management
North Carolina
$2K +$2K +7 New
DTIM
1971
Danda Trouve Investment Management
Kansas
$2K +$2K +10 New
NDSI
1972
Newman Dignan & Sheerar Inc
Rhode Island
$1.01K -$39 -177 -4%
NC
1973
NewSquare Capital
Pennsylvania
$1K – – –
BWA
1974
Burt Wealth Advisors
Maryland
$1K – – –
CBTWT
1975
Community Bank & Trust (Waco, Texas)
Texas
$955 +$47 +211 +5%
77 78
79
80 81