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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 %
ONB
426
Old National Bancorp
Indiana
$13.1M -$346K -1,634 -3%
BFO
427
Boston Family Office
Massachusetts
$13.1M +$680K +3,235 +5%
SIM
428
Spark Investment Management
New York
$13M – – –
ZIM
429
Zacks Investment Management
Illinois
$13M -$7.75M -36,562 -37%
HLC
430
Hunt Lane Capital
New York
$12.7M -$2.75M -13,000 -18%
ACGDR
431
Atmos Capital Gestao de Recursos
Brazil
$12.7M +$9.6M +45,300 +312%
SIA
432
Sit Investment Associates
Minnesota
$12.6M -$312K -1,473 -2%
CGH
433
Crossmark Global Holdings
Texas
$12.6M -$484K -2,286 -4%
Simplex Trading
434
Simplex Trading
Illinois
$12.5M +$7.43M +35,063 +147%
EGA
435
Eagle Global Advisors
Texas
$12.5M -$20.8K -98 -0.2%
QP
436
Quilter Plc
United Kingdom
$12.3M +$874K +4,127 +8%
NMERB
437
New Mexico Educational Retirement Board
New Mexico
$12.1M – – –
RSS
438
Rosenblum Silverman Sutton
California
$12.1M +$42.8K +202 +0.4%
LWM
439
Lyell Wealth Management
California
$12.1M +$1.21M +5,703 +11%
LSERS
440
Louisiana State Employees Retirement System
Louisiana
$12.1M +$21.2K +100 +0.2%
PA
441
Profund Advisors
Maryland
$12M -$732K -3,456 -6%
FCH
442
Freestone Capital Holdings
Washington
$11.9M +$213K +1,005 +2%
BOTW
443
Bank of the West
California
$11.8M -$807K -3,808 -6%
KRS
444
Kentucky Retirement Systems
Kentucky
$11.8M -$114K -536 -1%
AWM
445
AE Wealth Management
Kansas
$11.6M +$2.3M +10,839 +25%
AHC
446
Adell Harriman & Carpenter
Texas
$11.5M -$198K -933 -2%
AB
447
Amalgamated Bank
New York
$11.4M -$534K -2,520 -4%
OC
448
Oppenheimer & Co
New York
$11.4M +$63.6K +300 +0.6%
UONDDL
449
University of Notre Dame du Lac
Indiana
$11.4M -$8.43M -39,780 -43%
VIP
450
Vantage Investment Partners
Missouri
$11.4M +$746K +3,520 +7%
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