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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 %
IC
326
IEQ Capital
California
$24.7M +$3.57M +16,853 +17%
SL
327
Summitry LLC
California
$24.6M +$24.6M +116,265 New
COPPSERS
328
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.3M +$94.9K +448 +0.4%
SI
329
Stephens Inc
Arkansas
$24.2M +$650K +3,068 +3%
MNG
330
Manning & Napier Group
New York
$24M +$5.27M +24,856 +28%
BPC
331
Banque Pictet & Cie
Switzerland
$24M -$282K -1,333 -1%
ERSOT
332
Employees Retirement System of Texas
Texas
$23.9M – – –
Capstone Investment Advisors
333
Capstone Investment Advisors
New York
$23.9M +$16.3M +76,921 +215%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$23.7M – – –
ALAM
335
Asahi Life Asset Management
Japan
$23.5M -$3.21M -15,171 -12%
KFC
336
Klingenstein Fields & Co
New York
$23.4M +$489K +2,307 +2%
RFC
337
Regions Financial Corp
Alabama
$23.2M +$614K +2,900 +3%
Kovitz Investment Group Partners
338
Kovitz Investment Group Partners
Illinois
$23.2M +$23.2M +109,556 New
EDRH
339
Edmond de Rothschild Holding
Switzerland
$23.1M +$10.4M +48,983 +82%
Acadian Asset Management
340
Acadian Asset Management
Massachusetts
$23M -$4.32M -20,374 -16%
BCI
341
Brinker Capital Investments
Pennsylvania
$23M +$12.1M +57,262 +112%
UCFA
342
United Capital Financial Advisors
Texas
$22.7M +$5.17M +24,389 +29%
ESCM
343
Echo Street Capital Management
New York
$22.7M -$51M -240,906 -69%
AAP
344
Aristotle Atlantic Partners
Florida
$22.6M -$1.76M -8,325 -7%
HIMCH
345
Hartford Investment Management Co (HIMCO)
Connecticut
$22.4M -$687K -3,241 -3%
BCM
346
Becker Capital Management
Oregon
$22.3M -$1.75M -8,255 -7%
KA
347
Kerrisdale Advisers
Florida
$22.1M +$7.01M +33,100 +47%
SG Americas Securities
348
SG Americas Securities
New York
$21.7M -$208M -981,428 -91%
FFA
349
First Foundation Advisors
California
$21.7M -$49.4K -233 -0.2%
GT
350
Glenmede Trust
Pennsylvania
$21.7M +$6.69M +31,593 +45%
12 13
14
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