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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 %
AI
451
Atria Investments
North Carolina
$11.2M +$1.41M +6,667 +14%
BCV
452
Banque Cantonale Vaudoise
Switzerland
$11.2M +$808K +3,811 +8%
JRP
453
Jasper Ridge Partners
California
$11.2M – – –
Jones Financial Companies
454
Jones Financial Companies
Missouri
$11.2M +$2.01M +9,486 +22%
Pacer Advisors
455
Pacer Advisors
Pennsylvania
$11.1M -$1.3M -6,130 -10%
PAG
456
Private Advisor Group
New Jersey
$11.1M -$2.75M -13,002 -20%
FHC
457
First Horizon Corporation
Tennessee
$11M +$295K +1,393 +3%
CTA
458
Chesley Taft & Associates
Illinois
$11M -$40.8K -185 -0.4%
NRS
459
Neville Rodie & Shaw
New York
$10.9M -$58.3K -275 -0.5%
CTC
460
Central Trust Company
Missouri
$10.9M -$168K -791 -2%
SF
461
Synovus Financial
Georgia
$10.7M +$649K +3,067 +6%
PP
462
Paloma Partners
Connecticut
$10.6M +$3.13M +14,749 +42%
FSCM
463
First Sabrepoint Capital Management
Texas
$10.6M +$3.98M +18,800 +60%
DAM
464
Deltec Asset Management
New York
$10.6M +$2.5M +11,800 +31%
CAM
465
Congress Asset Management
Massachusetts
$10.5M -$34.7K -164 -0.3%
AIM
466
Achmea Investment Management
Netherlands
$10.4M -$1M -4,720 -9%
Lido Advisors
467
Lido Advisors
California
$10.4M +$395K +1,862 +4%
JWM
468
Jackson Wealth Management
Florida
$10.3M +$817K +3,857 +9%
SRC
469
Shufro Rose & Co
New York
$10.3M -$262K -1,235 -2%
CIA
470
Covington Investment Advisors
Pennsylvania
$10.3M -$330K -1,556 -3%
RMA
471
Roffman Miller Associates
Pennsylvania
$10.2M +$2.03M +9,589 +25%
GFA
472
Gifford Fong Associates
California
$10.1M – – –
DCM
473
Dupont Capital Management
Delaware
$10M -$3.58M -16,884 -26%
SCA
474
Stillwater Capital Advisors
Pennsylvania
$10M +$10M +47,285 New
TCM
475
Trybe Capital Management
Connecticut
$9.83M – – –
17 18
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