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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 %
BAIA
651
Bel Air Investment Advisors
California
$4.64M +$4.64M +21,879 New
BJL
652
Brighton Jones LLC
Washington
$4.62M +$314K +1,481 +7%
Bessemer Group
653
Bessemer Group
New Jersey
$4.6M -$1.2M -5,666 -21%
DBT
654
Dubuque Bank & Trust
Iowa
$4.6M +$9.11K +43 +0.2%
SC
655
SouthState Corp
Florida
$4.59M -$546K -2,577 -11%
YWP
656
YorkBridge Wealth Partners
New York
$4.59M +$987K +4,657 +27%
GWSG
657
GPS Wealth Strategies Group
Colorado
$4.57M +$657K +3,101 +17%
RCM
658
RB Capital Management
Nevada
$4.54M +$63.8K +301 +1%
KC
659
Knuff & Co
California
$4.52M +$209K +985 +5%
DA
660
Dash Acquisitions
California
$4.51M +$4.51M +21,300 New
BFEC
661
Benjamin F. Edwards & Company
Missouri
$4.51M +$304K +1,435 +7%
BTWM
662
Baker Tilly Wealth Management
Wisconsin
$4.5M +$2.51M +11,840 +126%
AAS
663
Avantax Advisory Services
Texas
$4.5M -$159K -752 -3%
HAG
664
HighPoint Advisor Group
Illinois
$4.49M -$167K -722 -4%
SFI
665
Siemens Fonds Invest
Germany
$4.48M +$164K +776 +4%
CIM
666
Coastal Investment Management
California
$4.45M +$4.45M +21,000 New
LNWWM
667
Laird Norton Wetherby Wealth Management
California
$4.44M -$3.4M -16,039 -43%
PFP
668
Pinnacle Financial Partners
Tennessee
$4.43M +$260K +1,227 +6%
CCA
669
Checchi Capital Advisers
California
$4.43M +$48.5K +229 +1%
WC
670
Whitney & Co
New York
$4.43M +$262K +1,236 +6%
DADC
671
D.A. Davidson & Co
Montana
$4.43M +$993K +4,685 +29%
SW
672
SteelPeak Wealth
California
$4.42M -$203K -958 -4%
MFAM
673
Motley Fool Asset Management
Virginia
$4.41M -$174K -820 -4%
JSC
674
Jackson Square Capital
California
$4.39M -$122K -576 -3%
TCOK
675
Trust Company of Kansas
Kansas
$4.39M +$1.44M +6,775 +49%
25 26
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