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Salesforce
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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 %
HIMC
301
Heritage Investors Management Corp
Maryland
$28.8M +$1.45M +6,865 +5%
CRC
302
Curi RMB Capital
Illinois
$28.7M +$4.92M +23,220 +21%
UB
303
UMB Bank
Missouri
$28.2M +$538K +2,539 +2%
CI Investments Inc
304
CI Investments Inc
Ontario, Canada
$28.2M -$5.14M -24,248 -15%
Creative Planning
305
Creative Planning
Kansas
$28.1M +$1.43M +6,767 +5%
HFS
306
Hantz Financial Services
Michigan
$28M +$7.19M +33,943 +34%
AAM
307
Aureus Asset Management
Massachusetts
$27.9M +$1.9M +8,971 +7%
IC
308
Inverness Counsel
New York
$27.9M -$19.7M -92,815 -41%
TC
309
TownSquare Capital
Utah
$27.8M +$7.24M +34,171 +35%
Primecap Management
310
Primecap Management
California
$27.5M +$16.9M +80,000 +160%
Man Group
311
Man Group
United Kingdom
$27.5M -$38.8M -183,202 -59%
AAM
312
Anglepoint Asset Management
Cayman Islands
$27.4M -$32.8M -154,800 -54%
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$27.3M -$396K -1,868 -1%
DLPIC
314
Davide Leone & Partners Investment Company
United Kingdom
$27.1M – – –
Twin Tree Management
315
Twin Tree Management
Texas
$26.9M +$7.78M +36,718 +41%
MCM
316
Maryland Capital Management
Maryland
$26.8M +$1.18M +5,593 +5%
CAM
317
ClariVest Asset Management
California
$26.7M -$2.86M -13,500 -10%
WB
318
WesBanco Bank
West Virginia
$26.6M +$26.6M +125,580 New
TMAM
319
Tokio Marine Asset Management
Japan
$26.6M +$1.57M +7,428 +6%
PAM
320
Panagora Asset Management
Massachusetts
$25.6M -$57.1M -269,524 -69%
WIM
321
Weitz Investment Management
Nebraska
$25.4M – – –
WIM
322
Waverton Investment Management
United Kingdom
$25.3M -$46.8M -221,005 -65%
Squarepoint
323
Squarepoint
New York
$25.2M -$2.1M -9,909 -8%
MOACM
324
Mutual of America Capital Management
New York
$25.1M +$679K +3,205 +3%
DILIC
325
Dai-ichi Life Insurance Company
Japan
$24.9M -$5.28M -24,904 -18%
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