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Salesforce
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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 %
SSB
476
Sandy Spring Bank
Maryland
$9.79M +$443K +2,090 +5%
PIM
477
Progressive Investment Management
Oregon
$9.71M +$213K +1,006 +2%
KWMG
478
King Wealth Management Group
Florida
$9.69M +$26.9K +127 +0.3%
TNB
479
Thomasville National Bank
Georgia
$9.61M +$693K +4,815 +8%
AGP
480
Akaris Global Partners
New York
$9.58M -$223K -1,054 -2%
BCMO
481
Buckingham Capital Management (Ohio)
Ohio
$9.56M +$172K +813 +2%
EAM
482
Erste Asset Management
Austria
$9.43M +$71.4K +340 +0.8%
JIC
483
Johnson Investment Counsel
Ohio
$9.37M +$382K +1,801 +4%
Mercer Global Advisors
484
Mercer Global Advisors
Colorado
$9.29M +$3.49M +16,493 +60%
PWM
485
Perigon Wealth Management
California
$9.28M +$1.49M +7,031 +19%
EVM
486
Evelyn V. Moreno
$9.22M -$6.57K -31 -0.1%
WSTAM
487
Wilbanks Smith & Thomas Asset Management
Virginia
$9.15M +$564K +2,662 +7%
KIA
488
KCM Investment Advisors
California
$9.11M +$788K +3,721 +9%
PHK
489
Point72 Hong Kong
Hong Kong
$9.07M +$9.07M +42,821 New
NAMM
490
NorthStar Asset Management (Massachusetts)
Massachusetts
$9.06M +$9.06M +42,741 New
CCM
491
Covington Capital Management
California
$9M +$585K +2,761 +7%
KAS
492
Kemnay Advisory Services
New York
$8.96M -$1.09M -5,165 -11%
CCM
493
Cinctive Capital Management
New York
$8.87M +$8.87M +41,879 New
ORI
494
Oak Ridge Investments
Illinois
$8.86M +$46.2K +218 +0.5%
CWP
495
CFM Wealth Partners
Texas
$8.84M +$205K +967 +2%
NMIMC
496
Northwestern Mutual Investment Management Company
Wisconsin
$8.82M -$1.82M -8,609 -17%
KeyBank National Association
497
KeyBank National Association
Ohio
$8.77M +$113K +534 +1%
SG
498
Swarthmore Group
Pennsylvania
$8.77M +$8.04M +37,930 +1,095%
KA
499
Kintegral Advisory
New York
$8.66M – – –
CB
500
Commerce Bank
Missouri
$8.66M +$959K +4,528 +12%
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