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Salesforce
CRM

Overview Fund Activity

1,610 hedge funds and large institutions have $107B invested in Salesforce in 2020 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 716 increasing their positions, 554 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,610
Holders Change
+36
Holders Change %
+2.29%
% of All Funds
35.56%
Holding in Top 10
98
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.11%
% of All Funds
2.16%
New
185
Increased
716
Reduced
554
Closed
131
Calls
$1.8B
Puts
$2.29B
Net Calls
-$494M
Net Calls Change
+$347M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$986M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$519M
3
Polen Capital Management
Polen Capital Management
Florida
+$429M
4
DZ Bank
DZ Bank
Germany
+$294M
5
Bank of America
Bank of America
North Carolina
+$282M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$673M
2
Sands Capital Management
Sands Capital Management
Virginia
-$367M
3
MCMC
Matrix Capital Management Company
New Hampshire
-$345M
4
ECU
Egerton Capital (UK)
United Kingdom
-$258M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
176
LPL Financial
California
$51.4M +$6.46M +44,890 +14%
AAM
177
AMI Asset Management
California
$49.6M -$653K -4,532 -1%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$49M -$2.59M -18,016 -5%
PCA
179
Personal Capital Advisors
California
$48.6M +$640K +4,435 +1%
CWM
180
CIBC World Markets
New York
$47.2M +$11.6M +80,529 +33%
AIG
181
American International Group
New York
$46.9M -$157K -1,092 -0.3%
Truist Financial
182
Truist Financial
North Carolina
$46M +$3.94M +27,377 +9%
PWLP
183
Prio Wealth Limited Partnership
Massachusetts
$44.7M -$2M -13,891 -4%
TRSOTSOK
184
Teachers Retirement System of the State of Kentucky
Kentucky
$44M -$10.4M -72,140 -19%
MFWM
185
Motley Fool Wealth Management
Virginia
$42.9M -$2.15M -14,918 -5%
Renaissance Technologies
186
Renaissance Technologies
New York
$42.5M +$488K +3,390 +1%
LFDLE
187
La Financiere de L'Echiquier
France
$42.1M -$15.3M -106,598 -27%
US Bancorp
188
US Bancorp
Minnesota
$41.3M +$8.88M +61,688 +27%
Mariner
189
Mariner
Kansas
$40.5M +$572K +3,971 +1%
RG
190
Rathbones Group
United Kingdom
$39.7M +$15.1K +105 +0%
ACI
191
AMP Capital Investors
Australia
$39.7M -$481K -3,212 -1%
Schroder Investment Management Group
192
Schroder Investment Management Group
United Kingdom
$39.4M +$10.2M +69,081 +35%
DekaBank Deutsche Girozentrale
193
DekaBank Deutsche Girozentrale
Germany
$38.9M +$64.6K +423 +0.2%
EAM
194
EULAV Asset Management
Florida
$38.9M +$3.46M +24,000 +10%
Flossbach Von Storch
195
Flossbach Von Storch
Germany
$38.7M -$62.4M -433,592 -62%
MSL
196
Mackay Shields LLC
New York
$38.1M -$1.7M -11,815 -4%
CAM
197
ClariVest Asset Management
California
$37M -$2.54M -17,618 -6%
Macquarie Group
198
Macquarie Group
Australia
$36.6M +$2.01M +13,985 +6%
Skandinaviska Enskilda Banken (SEB)
199
Skandinaviska Enskilda Banken (SEB)
Sweden
$35.9M -$7.81M -54,234 -18%
HAM
200
HHR Asset Management
New Jersey
$35.8M -$4.99M -34,630 -12%
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