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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 %
BPB
351
Badgley, Phelps & Bell
Washington
$21.7M -$520K -2,456 -2%
SPIA
352
Steward Partners Investment Advisory
New York
$21.6M -$3.41M -16,095 -14%
NAM
353
NorthCoast Asset Management
Connecticut
$21.6M +$5.6M +26,429 +35%
PCIG
354
Partners Capital Investment Group
Massachusetts
$21.5M +$1.08M +5,109 +5%
CIBC Asset Management
355
CIBC Asset Management
Ontario, Canada
$21.2M +$1.44M +6,800 +7%
IMPI
356
Ilmarinen Mutual Pension Insurance
Finland
$21.2M – – –
NP
357
NS Partners
United Kingdom
$21.1M +$35.4K +167 +0.2%
II
358
IFM Investors
Australia
$21M +$2.48M +11,709 +13%
NB
359
Norinchukin Bank
Japan
$20.8M -$294K -1,387 -1%
JMFC
360
J.M. Forbes & Co
Massachusetts
$20.5M +$369K +1,742 +2%
CC
361
Crosslink Capital
California
$20.4M +$2.83M +13,350 +16%
GIP
362
Granite Investment Partners
California
$20.4M -$725K -3,420 -3%
MC
363
Middleton & Co
Massachusetts
$20.3M -$3.18K -15 -0%
BMSSC
364
B. Metzler seel. Sohn & Co
Germany
$20.3M +$513K +2,421 +3%
PAI
365
Pittenger & Anderson Inc
Nebraska
$19.8M +$67.6K +319 +0.3%
FCI
366
Financial Counselors Inc
Kansas
$19.8M +$1.18M +5,578 +6%
SW
367
SVB Wealth
Massachusetts
$19.8M +$171K +809 +0.9%
CF
368
Cypress Funds
California
$19.4M -$21.2M -100,000 -52%
BBVA
369
Banco Bilbao Vizcaya Argentaria
Spain
$19M -$5.66M -26,738 -23%
FSA
370
Franklin Street Advisors
North Carolina
$18.7M +$1.78M +8,391 +10%
BIM
371
Bridges Investment Management
Nebraska
$18.6M +$1.17M +5,541 +7%
Daiwa Securities Group
372
Daiwa Securities Group
Japan
$18.4M -$5.27M -24,877 -22%
BIM
373
Bridgecreek Investment Management
Oklahoma
$18.3M +$755K +3,565 +4%
MGI
374
MayTech Global Investments
New York
$18.2M +$198K +936 +1%
SRFM
375
Shannon River Fund Management
New York
$18M +$18M +85,000 New
13 14
15
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