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Salesforce
CRM

Overview Fund Activity

2,055 hedge funds and large institutions have $223B invested in Salesforce in 2021 Q2 according to their latest regulatory filings, with 215 funds opening new positions, 941 increasing their positions, 677 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+83
Holders Change %
+4.21%
% of All Funds
35.88%
Holding in Top 10
99
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+25.32%
% of All Funds
1.73%
New
215
Increased
941
Reduced
677
Closed
105
Calls
$6.08B
Puts
$7.43B
Net Calls
-$1.35B
Net Calls Change
-$175M

Top Buyers

1
ACM
AKRE Capital Management
Virginia
$684M
2
Morgan Stanley
Morgan Stanley
New York
$4.05B
3
Goldman Sachs
Goldman Sachs
New York
$1.21B
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$510M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.68B

Top Sellers

1
BlackRock
BlackRock
New York
$14.9B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$16.7B
3
Tiger Global Management
Tiger Global Management
New York
$94.7M
4
American Century Companies
American Century Companies
Missouri
$641M
5
SM
SB Management
United Arab Emirates
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$1.18B -$97.4M -398,731 -8%
UBS Group
27
UBS Group
Switzerland
$1.17B +$25.1M +102,572 +2%
Amundi
28
Amundi
France
$1.1B +$1.1B +4,506,862 New
Franklin Resources
29
Franklin Resources
California
$1.04B -$5.02M -20,536 -0.5%
Charles Schwab
30
Charles Schwab
California
$1.04B +$29.4M +120,541 +3%
VVP
31
Vulcan Value Partners
Alabama
$996M -$35.1M -143,588 -3%
Principal Financial Group
32
Principal Financial Group
Iowa
$939M +$52.5M +215,016 +6%
Swiss National Bank
33
Swiss National Bank
Switzerland
$914M +$59.3M +242,570 +7%
DZ Bank
34
DZ Bank
Germany
$907M +$227M +928,676 +33%
Ameriprise
35
Ameriprise
Minnesota
$899M -$10.3M -42,323 -1%
Fidelity International
36
Fidelity International
Bermuda
$874M +$203M +832,250 +30%
SGA
37
Sustainable Growth Advisers
Connecticut
$856M +$7.35M +30,076 +0.9%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$823M +$53.8M +220,092 +7%
Deutsche Bank
39
Deutsche Bank
Germany
$817M +$69.4M +284,031 +9%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$813M -$104M -427,422 -11%
PAMU
41
Pictet Asset Management (UK)
United Kingdom
$807M +$120M +491,688 +17%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$782M -$35.8M -146,464 -4%
PPA
43
Parametric Portfolio Associates
Washington
$760M +$38.1M +155,790 +5%
ACM
44
AKRE Capital Management
Virginia
$684M +$684M +2,800,000 New
Allianz Asset Management
45
Allianz Asset Management
Germany
$665M +$106M +432,135 +19%
Flossbach Von Storch
46
Flossbach Von Storch
Germany
$648M +$4.97M +20,355 +0.8%
American Century Companies
47
American Century Companies
Missouri
$641M -$411M -1,682,271 -39%
MCMC
48
Matrix Capital Management Company
New Hampshire
$641M – – –
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$634M -$36.7M -150,218 -5%
First Trust Advisors
50
First Trust Advisors
Illinois
$633M -$13.7M -56,199 -2%
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