CRM icon

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
$2.87B
2
Polen Capital Management
Polen Capital Management
Florida
$1.96B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$736M
4
Fidelity International
Fidelity International
Bermuda
$582M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$596M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$582M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$15B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$796M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$9.1B
5
Invesco
Invesco
Georgia
$515M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
26
American Century Companies
Missouri
$913M -$124M -586,472 -12%
Franklin Resources
27
Franklin Resources
California
$910M +$21.3M +100,511 +2%
VVP
28
Vulcan Value Partners
Alabama
$895M +$235M +1,107,432 +36%
Charles Schwab
29
Charles Schwab
California
$875M -$13.1M -61,823 -1%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$796M -$1.25B -5,922,097 -61%
Ameriprise
31
Ameriprise
Minnesota
$789M -$8.39M -39,603 -1%
Principal Financial Group
32
Principal Financial Group
Iowa
$769M +$12.3M +58,096 +2%
Swiss National Bank
33
Swiss National Bank
Switzerland
$741M +$13.4M +63,300 +2%
SGA
34
Sustainable Growth Advisers
Connecticut
$737M +$119M +563,791 +19%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$736M +$422M +1,993,259 +135%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$709M -$53.8M -253,775 -7%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$667M -$288M -1,361,050 -30%
Deutsche Bank
38
Deutsche Bank
Germany
$649M +$82.8M +390,933 +15%
PPA
39
Parametric Portfolio Associates
Washington
$627M -$4.19M -19,762 -0.7%
PAMU
40
Pictet Asset Management (UK)
United Kingdom
$596M +$352M +1,661,455 +145%
DZ Bank
41
DZ Bank
Germany
$590M +$243M +1,148,402 +70%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$582M -$1.28B -6,023,342 -69%
Fidelity International
43
Fidelity International
Bermuda
$582M +$391M +1,843,937 +205%
First Trust Advisors
44
First Trust Advisors
Illinois
$561M -$68.8M -324,840 -11%
Flossbach Von Storch
45
Flossbach Von Storch
Germany
$558M +$254M +1,200,143 +84%
MCMC
46
Matrix Capital Management Company
New Hampshire
$556M – – –
Goldman Sachs
47
Goldman Sachs
New York
$541M +$104M +490,910 +24%
Invesco
48
Invesco
Georgia
$515M -$366M -1,726,068 -42%
Citigroup
49
Citigroup
New York
$501M +$93.5M +441,328 +23%
Tiger Global Management
50
Tiger Global Management
New York
$485M – – –
1
2
3 4 5