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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 %
KHCM
401
Kettle Hill Capital Management
New York
$15.2M -$6.03M -28,474 -28%
OA
402
Oak Associates
Ohio
$15.2M +$2.67M +12,595 +21%
CA
403
Cetera Advisors
Colorado
$15.1M +$2.41M +11,354 +19%
Cerity Partners
404
Cerity Partners
New York
$15.1M -$3.96M -18,707 -21%
CC
405
Cadinha & Co
Hawaii
$15M +$14.6M +68,880 +3,320%
PI
406
Putnam Investments
Massachusetts
$15M -$127M -597,922 -89%
FFM
407
Fullerton Fund Management
Singapore
$14.9M +$14.9M +70,537 New
WT
408
Whittier Trust
California
$14.6M +$2.13M +10,045 +17%
SAM
409
Sycomore Asset Management
France
$14.6M -$4.67M -22,163 -24%
MNBTD
410
Moody National Bank Trust Division
Texas
$14.5M -$15K -71 -0.1%
SCA
411
Spearhead Capital Advisors
Florida
$14.4M +$587K +2,770 +4%
VRS
412
Virginia Retirement Systems
Virginia
$14.4M -$1.82M -8,600 -11%
VMPIC
413
Varma Mutual Pension Insurance Co
Finland
$14.3M -$15.9M -75,000 -53%
MSRPS
414
Maryland State Retirement & Pension System
Maryland
$14.3M +$11.3M +53,136 +374%
CFM
415
Coronation Fund Managers
South Africa
$13.9M -$7.52M -35,507 -35%
TAF
416
Tredje AP-fonden
Sweden
$13.9M -$6.36M -30,000 -31%
EMPI
417
Elo Mutual Pension Insurance
Finland
$13.9M +$202K +952 +1%
HW
418
Hancock Whitney
Mississippi
$13.7M +$203K +960 +2%
FBB
419
Fulton Breakefield Broenniman
Maryland
$13.6M +$2.82M +13,293 +26%
DIA
420
Davidson Investment Advisors
Montana
$13.5M +$594K +2,804 +5%
KAS
421
Kestra Advisory Services
Texas
$13.4M -$4.24M -20,032 -24%
ANI
422
American National Insurance
Texas
$13.4M -$12.7K -60 -0.1%
SAM
423
Shell Asset Management
Netherlands
$13.3M -$1.62M -7,624 -11%
ET
424
Equitable Trust
Tennessee
$13.3M +$4.64M +21,901 +54%
WT
425
Washington Trust
Rhode Island
$13.1M +$228K +1,078 +2%
15 16
17
18 19