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Salesforce
CRM

Overview Fund Activity

1,972 hedge funds and large institutions have $151B invested in Salesforce in 2021 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 963 increasing their positions, 648 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,972
Holders Change
-6
Holders Change %
-0.3%
% of All Funds
34.72%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.39%
New
184
Increased
963
Reduced
648
Closed
170
Calls
$5.95B
Puts
$7.12B
Net Calls
-$1.18B
Net Calls Change
+$585M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$654M
2
Polen Capital Management
Polen Capital Management
Florida
+$463M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$422M
4
Fidelity International
Fidelity International
Bermuda
+$391M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$352M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.28B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.26B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.25B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$610M
5
Invesco
Invesco
Georgia
-$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
226
MetLife Investment Management
New Jersey
$46.3M -$745K -3,517 -2%
CC
227
Chicago Capital
Illinois
$46M -$9.11K -43 -0%
Comerica Bank
228
Comerica Bank
Texas
$45.1M -$1.82M -7,815 -4%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$44.6M +$3.09M +14,576 +7%
CBUSF
230
Construction & Building Unions Superannuation Fund
Australia
$44.5M – – –
MSL
231
Mackay Shields LLC
New York
$44.3M -$10.8M -51,099 -20%
MC
232
MIG Capital
California
$44.2M -$3.5M -16,513 -7%
CI
233
Cooper Investors
Australia
$44.2M -$5.67M -26,747 -11%
WCM
234
Windward Capital Management
California
$44.1M -$185K -875 -0.4%
OPERF
235
Oregon Public Employees Retirement Fund
Oregon
$43.8M +$749K +3,536 +2%
SC
236
Sculptor Capital
New York
$43.7M -$141M -666,354 -76%
GG
237
Gofen & Glossberg
Illinois
$43.4M +$1.4M +6,585 +3%
CFB
238
Cullen/Frost Bankers
Texas
$43M +$1.61M +7,599 +4%
HAM
239
HHR Asset Management
New Jersey
$42.9M -$1.92M -9,060 -4%
GLCM
240
Greenlea Lane Capital Management
Connecticut
$42.7M +$4.39M +20,740 +11%
GLCP
241
Greenlea Lane Capital Partners
New York
$42.7M +$42.7M +201,338 New
LWCA
242
Locust Wood Capital Advisers
New York
$42.5M +$11.5M +54,086 +37%
PI
243
PineBridge Investments
New York
$42.3M +$4.64M +21,895 +12%
HSC
244
Harbor Spring Capital
New York
$41.3M +$3.81M +18,000 +10%
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$41.1M +$8.33M +39,322 +25%
OWP
246
Obermeyer Wealth Partners
Colorado
$40.4M +$607K +2,864 +2%
MJRIC
247
Mogy Joel R Investment Counsel
California
$39.9M +$934K +4,410 +2%
Wolverine Trading
248
Wolverine Trading
Illinois
$39.3M +$19.1M +90,985 +95%
GIBU
249
Gulf International Bank (UK)
United Kingdom
$39.3M -$4.36M -20,561 -10%
RGM
250
ROAM Global Management
New York
$39M +$19.3M +91,000 +98%
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