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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
2076
Burney Company
Virginia
– -$249K -993 Closed
TBA
2077
Tower Bridge Advisors
Pennsylvania
– -$245K -973 Closed
HFP
2078
Holistic Financial Partners
Indiana
– -$237K -939 Closed
RM
2079
Resource Management
Louisiana
– -$234K -933 Closed
PW
2080
Peninsula Wealth
California
– -$229K -912 Closed
SPP
2081
Single Point Partners
Massachusetts
– -$229K -911 Closed
GFS
2082
GYL Financial Synergies
Connecticut
– -$227K -904 Closed
PWAP
2083
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$226K -899 Closed
PCMC
2084
Private Capital Management (Colorado)
Colorado
– -$224K -893 Closed
SL
2085
Stevard LLC
Illinois
– -$218K -868 Closed
LC
2086
Lavaca Capital
Texas
– -$217K -862 Closed
DLA
2087
Douglas Lane & Associates
New York
– -$215K -856 Closed
ITIM
2088
Indiana Trust & Investment Management
Indiana
– -$212K -844 Closed
CWG
2089
Cornerstone Wealth Group
North Carolina
– -$212K -844 Closed
TA
2090
Trellis Advisors
Washington
– -$213K -844 Closed
IGGA
2091
Iron Gate Global Advisors
Utah
– -$211K -840 Closed
AI
2092
Accredited Investors
Minnesota
– -$211K -839 Closed
PAG
2093
Private Advisory Group
Washington
– -$210K -835 Closed
APW
2094
Austin Private Wealth
Texas
– -$210K -834 Closed
OGC
2095
Oak Grove Capital
New Hampshire
– -$209K -830 Closed
AOWM
2096
Alpha Omega Wealth Management
Virginia
– -$207K -825 Closed
22CM
2097
20/20 Capital Management
California
– -$206K -821 Closed
FMC
2098
First Merchants Corp
Indiana
– -$206K -820 Closed
Harris Associates
2099
Harris Associates
Illinois
– -$201K -800 Closed
CL
2100
CSS LLC
Illinois
– -$201K -800 Closed
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