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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 %
GP
2051
Geneva Partners
Wisconsin
– -$444K -1,765 Closed
Select Equity Group
2052
Select Equity Group
New York
– -$432K -1,718 Closed
CAIMH
2053
Central Asset Investments & Management Holdings
Hong Kong
– -$424K -1,690 Closed
FFM
2054
Fullerton Fund Management
Singapore
– -$406K -1,615 Closed
GC
2055
Gilbert & Cook
Iowa
– -$395K -1,573 Closed
YMRC
2056
Yorktown Management & Research Company
Virginia
– -$390K -1,550 Closed
CM
2057
Crestline Management
Texas
– -$377K -1,500 Closed
CWA
2058
Clarus Wealth Advisors
Arizona
– -$363K -1,452 Closed
FL
2059
Fort LP
Maryland
– -$360K -1,434 Closed
HI
2060
HBK Investments
Texas
– -$347K -1,382 Closed
HIS
2061
Harvest Investment Services
Illinois
– -$346K -1,380 Closed
BO
2062
BRR OpCo
Ohio
– -$342K -1,360 Closed
SSWM
2063
Sheets Smith Wealth Management
North Carolina
– -$332K -1,321 Closed
JWM
2064
JFG Wealth Management
Colorado
– -$327K -1,300 Closed
ER
2065
Enlightenment Research
Florida
– -$319K -1,270 Closed
TM
2066
Titan Managers
Arizona
– -$306K -1,216 Closed
BCM
2067
Bayesian Capital Management
New York
– -$302K -1,200 Closed
LBA
2068
Lowell Blake & Associates
Massachusetts
– -$283K -1,128 Closed
OMC
2069
Overbrook Management Corp
New York
– -$276K -1,100 Closed
HCM
2070
HMS Capital Management
Tennessee
– -$275K -1,094 Closed
BCP
2071
Berkeley Capital Partners
Georgia
– -$266K -1,059 Closed
HCA
2072
Heck Capital Advisors
Wisconsin
– -$265K -1,056 Closed
GCP
2073
GSA Capital Partners
United Kingdom
– -$259K -1,029 Closed
AAP
2074
Ardsley Advisory Partners
Connecticut
– -$251K -1,000 Closed
AIP
2075
Almanack Investment Partners
Pennsylvania
– -$247K -999 Closed
81 82
83
84 85