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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
$677M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$642M
4
Morgan Stanley
Morgan Stanley
New York
$3.09B
5
VVP
Vulcan Value Partners
Alabama
$693M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$17.1B
2
Jennison Associates
Jennison Associates
New York
$2.22B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$359M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.15B
5
Brown Advisory
Brown Advisory
Maryland
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
2026
Athanor Capital
New York
– -$1.43M -5,701 Closed
PCM
2027
Prelude Capital Management
New York
– -$1.32M -5,241 Closed
TLCM
2028
Tiger Legatus Capital Management
New York
– -$1.26M -5,000 Closed
KPF
2029
K2 Principal Fund
Ontario, Canada
– -$1.26M -5,000 Closed
AAM
2030
Ascension Asset Management
New York
– -$1.24M -4,920 Closed
LOAMS
2031
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.19M -4,722 Closed
WCM
2032
Weld Capital Management
New York
– -$1.14M -4,528 Closed
KAM
2033
Kirkoswald Asset Management
New York
– -$1.01M -4,000 Closed
AG
2034
AlphaSimPlex Group
Massachusetts
– -$944K -3,756 Closed
BS
2035
Bessemer Securities
New York
– -$867K -3,450 Closed
ICM
2036
IMS Capital Management
Oregon
– -$829K -3,300 Closed
RIM
2037
Rampart Investment Management
Connecticut
– -$791K -3,149 Closed
PHK
2038
Point72 Hong Kong
Hong Kong
– -$698K -2,776 Closed
SCP
2039
Stamos Capital Partners
California
– -$679K -2,700 Closed
PCM
2040
Peregrine Capital Management
Minnesota
– -$642K -2,553 Closed
UM
2041
Ulysses Management
New York
– -$628K -2,500 Closed
Holocene Advisors
2042
Holocene Advisors
New York
– -$626K -2,491 Closed
SM
2043
Sciencast Management
New Jersey
– -$656K -2,450 Closed
RWA
2044
Redhawk Wealth Advisors
Minnesota
– -$579K -2,305 Closed
CC
2045
Centiva Capital
New York
– -$548K -2,178 Closed
NVCHI
2046
New Vernon Capital Holdings II
New Jersey
– -$519K -2,065 Closed
P
2047
&Partners
Tennessee
– -$475K -1,890 Closed
TCM
2048
TimesSquare Capital Management
New York
– -$470K -1,870 Closed
SB
2049
Strategic Blueprint
Georgia
– -$451K -1,794 Closed
QCIG
2050
Quad-Cities Investment Group
Iowa
– -$447K -1,777 Closed
80 81
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