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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 %
HNB
501
Huntington National Bank
Ohio
$8.61M -$296K -1,396 -3%
BUB
502
BBVA USA Bancshares
Texas
$8.6M -$163K -769 -2%
CSS
503
Cubist Systematic Strategies
Connecticut
$8.56M +$102K +481 +1%
FNT
504
First National Trust
Pennsylvania
$8.55M +$461K +2,175 +6%
IAA
505
Independent Advisor Alliance
North Carolina
$8.53M +$1.17M +5,516 +16%
HCMT
506
Highland Capital Management (Tennessee)
Tennessee
$8.49M +$50.4K +238 +0.6%
AIM
507
Allen Investment Management
New York
$8.45M +$178K +838 +2%
CK
508
Cohen Klingenstein
New York
$8.41M – – –
BHB
509
Bank Hapoalim BM
Israel
$8.37M -$1.38M -6,523 -14%
EWM
510
Edge Wealth Management
New York
$8.34M +$857K +4,046 +11%
MC
511
Moors & Cabot
Massachusetts
$8.28M +$1.24M +5,881 +18%
GLAM
512
Gardner Lewis Asset Management
Pennsylvania
$8.25M -$2.32M -10,955 -22%
PCM
513
Parsons Capital Management
Rhode Island
$8.23M -$45.6K -215 -0.6%
RIG
514
Roosevelt Investment Group
New York
$8.17M +$8.17M +38,537 New
XWM
515
Xcel Wealth Management
Florida
$8.16M +$3.28M +15,500 +67%
SHGA
516
Sand Hill Global Advisors
California
$8.12M -$339K -1,602 -4%
ACM
517
Azimuth Capital Management
Michigan
$8.12M +$14.8K +70 +0.2%
WS
518
Wedbush Securities
California
$8.09M +$1.9M +8,970 +31%
VIM
519
Vancity Investment Management
British Columbia, Canada
$8.03M +$19.3K +91 +0.2%
CCM
520
Crossvault Capital Management
Texas
$7.97M -$159K -751 -2%
MSE
521
MUFG Securities EMEA
United Kingdom
$7.96M -$24.5M -115,819 -76%
H
522
Hexavest
Quebec, Canada
$7.8M -$1.93M -9,123 -20%
SFA
523
Sequoia Financial Advisors
Ohio
$7.78M +$224K +1,058 +3%
AAM
524
Autus Asset Management
Arizona
$7.76M +$834K +3,936 +12%
SPC
525
Sigma Planning Corp
Michigan
$7.75M -$3.34M -15,753 -30%
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