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 %
VFA
601
Voya Financial Advisors
Connecticut
$5.75M +$1.15M +5,499 +25%
BCAM
602
Boston Common Asset Management
Massachusetts
$5.75M +$1.28M +6,046 +29%
ZCM
603
Ziegler Capital Management
Illinois
$5.72M +$79.2K +374 +1%
RC
604
RegentAtlantic Capital
New Jersey
$5.72M -$608K -2,869 -10%
PWS
605
Peloton Wealth Strategists
Indiana
$5.7M +$60.4K +285 +1%
TAL
606
TIG Advisors LLC
New York
$5.68M +$3.91M +18,470 +221%
ASN
607
Advisory Services Network
Georgia
$5.65M -$766K -3,613 -12%
CM
608
Capula Management
Cayman Islands
$5.63M +$3.68M +17,347 +188%
FIM
609
FWL Investment Management
Texas
$5.63M +$1.32M +6,228 +31%
BRWA
610
B. Riley Wealth Advisors
Florida
$5.59M +$2.3M +10,819 +70%
TNB
611
TCF National Bank
South Dakota
$5.56M -$668K -3,152 -11%
NCM
612
Nelson Capital Management
California
$5.5M -$64K -302 -1%
ECM
613
Everence Capital Management
Indiana
$5.46M – – –
AI
614
AXS Investments
New York
$5.46M +$5.46M +25,747 New
CC
615
Clearline Capital
New York
$5.45M -$157K -739 -3%
KOCAA
616
Knights of Columbus Asset Advisors
Connecticut
$5.43M +$829K +3,913 +18%
BP
617
Broadleaf Partners
Ohio
$5.42M +$219K +1,035 +4%
KRSITF
618
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.39M -$39K -184 -0.7%
LFAS
619
Level Four Advisory Services
Texas
$5.38M +$146K +688 +3%
SCM
620
Sitrin Capital Management
California
$5.38M +$113K +532 +2%
PM
621
Precept Management
Texas
$5.3M -$7.63M -36,000 -59%
AP
622
Advisor Partners
California
$5.28M -$265K -1,253 -5%
PI
623
PEAK6 Investments
Illinois
$5.28M -$31.3M -147,924 -86%
PC
624
Permanens Capital
New York
$5.27M +$1.61M +7,610 +44%
KCM
625
Kornitzer Capital Management
Kansas
$5.23M – – –
23 24
25
26 27