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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 %
UC
576
Unio Capital
New Jersey
$6.41M +$734K +3,464 +13%
IRF
577
IBM Retirement Fund
New York
$6.33M -$571K -2,697 -8%
AWS
578
AJ Wealth Strategies
New York
$6.31M -$646K -3,049 -9%
RIA
579
RPG Investment Advisory
California
$6.28M +$243K +1,146 +4%
PSC
580
Prentiss Smith & Co
Vermont
$6.25M +$126K +595 +2%
QOP
581
Quinn Opportunity Partners
Virginia
$6.25M -$7.27M -34,330 -54%
WANY
582
Wealthspire Advisors (New York)
New York
$6.24M +$2.34M +11,057 +60%
LCH
583
Lee Capital Holdings
New York
$6.23M +$2.64M +12,440 +73%
B
584
BP
United Kingdom
$6.18M -$12.8M -60,289 -67%
SAM
585
SP Asset Management
California
$6.14M +$36.1K +166 +0.6%
MIS
586
Morningstar Investment Services
Illinois
$6.13M +$6.13M +29,188 New
AW
587
ACG Wealth
Georgia
$6.1M +$257K +1,211 +4%
MAM
588
Meeder Asset Management
Ohio
$6.06M +$5.16M +24,439 +575%
Cetera Investment Advisers
589
Cetera Investment Advisers
Illinois
$6.05M -$351K -1,657 -5%
DY
590
Dowling & Yahnke
California
$6.02M -$44.1K -208 -0.7%
BAMF
591
BI Asset Management Fondsmaeglerselskab
Denmark
$6.02M -$11.4M -53,837 -65%
NW
592
NewEdge Wealth
Pennsylvania
$6.01M +$4.14M +19,557 +222%
NPT
593
Nixon Peabody Trust
Massachusetts
$6M +$19.5K +92 +0.3%
WSCM
594
Wellington Shields Capital Management
New York
$5.98M +$440K +2,076 +8%
WTC
595
WhitTier Trust Company
Nevada
$5.97M +$1.22M +5,754 +26%
FLPIM
596
F.L. Putnam Investment Management
Massachusetts
$5.9M -$1.65M -7,800 -22%
GC
597
Garde Capital
Washington
$5.87M +$124K +586 +2%
IA
598
IndexIQ Advisors
New York
$5.84M +$3.28M +15,501 +129%
AF
599
Arrow Financial
New York
$5.78M -$26.1K -123 -0.4%
PAM
600
Private Asset Management
California
$5.75M +$1.09M +5,123 +23%
22 23
24
25 26