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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 %
CI
551
Cigna Investments
Connecticut
$6.95M +$236K +1,115 +4%
FVWA
552
Foster Victor Wealth Advisors
South Carolina
$6.94M +$6.94M +29,899 New
HIA
553
Harbor Investment Advisory
Maryland
$6.93M -$133K -629 -2%
NCM
554
Novare Capital Management
North Carolina
$6.92M +$1.99M +9,399 +40%
NIA
555
Northstar Investment Advisors
Colorado
$6.89M +$19.3K +91 +0.3%
DJSG
556
D.J. St. Germain
Massachusetts
$6.86M +$112K +529 +2%
FG
557
Fiduciary Group
Georgia
$6.84M +$1.19M +5,161 +21%
MMC
558
Mizuho Markets Cayman
Cayman Islands
$6.81M -$2.42M -11,423 -26%
ACI
559
Alpha Cubed Investments
California
$6.8M +$2.23M +10,523 +49%
CFG
560
Cambridge Financial Group
Ohio
$6.8M +$1.24M +5,830 +22%
WB
561
Webster Bank
Connecticut
$6.79M -$67.6K -319 -1%
CAN
562
Cetera Advisor Networks
California
$6.77M -$368K -1,735 -5%
CAM
563
Cozad Asset Management
Illinois
$6.68M +$341K +1,610 +5%
AAM
564
Advisors Asset Management
Colorado
$6.68M +$137K +647 +2%
MME
565
Meag Munich Ergo
Germany
$6.66M +$5.24M +24,738 +370%
PA
566
Parallel Advisors
California
$6.65M +$631K +2,977 +10%
TF
567
TIAA FSB
Florida
$6.62M -$15.4M -72,679 -70%
DBG
568
De Burlo Group
Massachusetts
$6.6M -$3.81M -18,000 -37%
TCOV
569
Trust Company of Vermont
Vermont
$6.59M +$132K +624 +2%
MIC
570
Means Investment Company
Maine
$6.55M +$90.3K +426 +1%
TFM
571
TPI Fund Managers
United Kingdom
$6.53M +$209K +988 +3%
RJT
572
Raymond James Trust
Florida
$6.52M +$426K +2,009 +7%
DWA
573
Douglass Winthrop Advisors
New York
$6.46M +$1.37M +6,449 +27%
Wealthfront Advisers
574
Wealthfront Advisers
California
$6.44M -$258K -1,218 -4%
RE
575
RBC Europe
United Kingdom
$6.44M -$44.9K -212 -0.7%
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