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Salesforce
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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 %
BAM
676
Blueshift Asset Management
New Jersey
$4.38M +$4.38M +20,677 New
JG
677
Jefferies Group
New York
$4.38M -$5.03M -23,746 -53%
IPAM
678
ICICI Prudential Asset Management
India
$4.38M +$1.78M +8,500 +69%
SIC
679
Salem Investment Counselors
North Carolina
$4.37M +$224K +1,055 +5%
S
680
Surevest
California
$4.35M -$465K -2,195 -10%
SLI
681
Sumitomo Life Insurance
Japan
$4.35M -$179K -847 -4%
TA
682
Tiedemann Advisors
New York
$4.35M +$136K +643 +3%
AC
683
Allstate Corporation
Illinois
$4.34M -$420K -1,982 -9%
FFWA
684
FRG Family Wealth Advisors
Washington
$4.32M +$602K +2,840 +16%
WF
685
WoodTrust Financial
Wisconsin
$4.3M -$256K -1,207 -6%
BCA
686
Bray Capital Advisors
Florida
$4.3M +$175K +826 +4%
MWM
687
Marietta Wealth Management
Georgia
$4.29M +$479K +2,260 +13%
CIM
688
Chapman Investment Management
California
$4.27M +$30.5K +144 +0.7%
BAM
689
Belpointe Asset Management
Nevada
$4.26M -$1.12M -5,264 -21%
MGWM
690
Marks Group Wealth Management
Minnesota
$4.26M +$256K +1,204 +6%
BZWA
691
Blue Zone Wealth Advisors
California
$4.25M +$378K +1,786 +10%
FT
692
Fiduciary Trust
Massachusetts
$4.25M +$543K +2,562 +15%
WAM
693
World Asset Management
Michigan
$4.24M -$311K -1,350 -7%
CWM
694
Cordatus Wealth Management
Pennsylvania
$4.21M -$156K -738 -4%
PFO
695
Pathstone Family Office
New Jersey
$4.19M +$2.16M +10,175 +106%
RCM
696
RNC Capital Management
California
$4.18M +$4.18M +19,745 New
AC
697
Avestar Capital
New York
$4.18M +$946K +3,995 +29%
LBC
698
Lawrence B. Cohen
$4.18M -$5.93K -28 -0.1%
LBD
699
Landsberg Bennett & Dubbaneh
Florida
$4.17M +$1.01M +4,600 +32%
IMRF
700
Illinois Municipal Retirement Fund
Illinois
$4.14M – – –
26 27
28
29 30