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
+$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 %
EOJOAM
526
E. Ohman J:or Asset Management
Sweden
$7.72M -$720K -3,400 -9%
BWFA
527
Baltimore-Washington Financial Advisors
Maryland
$7.68M +$1.32M +6,245 +21%
EWM
528
Evercore Wealth Management
New York
$7.64M -$22K -104 -0.3%
AF
529
Ally Financial
Michigan
$7.63M +$4.66M +22,000 +157%
AWMT
530
AAFMAA Wealth Management & Trust
North Carolina
$7.62M +$2.18M +10,298 +40%
RIL
531
Rothschild Investment LLC
Illinois
$7.59M +$7.59M +35,844 New
SWM
532
Spire Wealth Management
Virginia
$7.58M +$7.58M +36,926 New
GIM
533
Grassi Investment Management
California
$7.54M +$84.7K +400 +1%
M
534
MOTCO
Texas
$7.49M +$361K +1,706 +5%
MIM
535
Marco Investment Management
Georgia
$7.43M +$415K +1,960 +6%
PFS
536
Prospera Financial Services
Texas
$7.38M +$1.78M +8,398 +32%
CC
537
Codex Capital
New York
$7.33M -$424K -2,000 -5%
EFM
538
E Fund Management
China
$7.31M +$7.31M +34,497 New
SWP
539
Stratos Wealth Partners
Ohio
$7.31M -$1.09M -5,128 -13%
NLGIA
540
Nippon Life Global Investors Americas
New York
$7.26M -$890K -4,200 -11%
AC
541
Alexandria Capital
Virginia
$7.21M +$524K +2,472 +8%
SC
542
Sepio Capital
Utah
$7.18M -$370K -1,745 -5%
CWM
543
Calamos Wealth Management
Illinois
$7.18M +$369K +1,742 +5%
ECM
544
Exchange Capital Management
Michigan
$7.17M +$748K +3,532 +12%
OSIA
545
O'Shares Investment Advisers
Massachusetts
$7.15M -$499K -2,353 -7%
GAM
546
Gotham Asset Management
New York
$7.13M +$218K +1,027 +3%
Capital Fund Management (CFM)
547
Capital Fund Management (CFM)
France
$7.12M -$51M -240,757 -88%
HVIA
548
Hudson Valley Investment Advisors
New York
$7.07M +$46K +217 +0.7%
CCG
549
Cypress Capital Group
Florida
$6.99M -$94.3K -445 -1%
SC
550
Scholtz & Company
Connecticut
$6.99M +$175K +824 +3%
20 21
22
23 24