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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 %
UBPAM
701
Union Bancaire Privee Asset Management
New York
$4.12M -$946K -4,466 -19%
MCP
702
Mirador Capital Partners
California
$4.11M +$557K +2,631 +16%
MMG
703
Monetary Management Group
Missouri
$4.1M -$392K -1,850 -9%
WPP
704
Whalerock Point Partners
Rhode Island
$4.1M +$194K +914 +5%
FDCDDQ
705
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.09M +$1.1M +5,204 +37%
WMC
706
Westwood Management Corporation
Illinois
$4.07M -$24.5M -115,400 -86%
TW
707
Transform Wealth
Colorado
$4.03M -$26.7K -126 -0.7%
MIAN
708
Mariner Independent Advisor Network
Kansas
$4.01M +$876K +4,133 +28%
KWILP
709
Kiwi Wealth Investments Limited Partnership
New Zealand
$4M -$896K -4,230 -18%
Tudor Investment Corp
710
Tudor Investment Corp
Connecticut
$3.99M -$1.47M -6,952 -27%
BCPWM
711
Bradley & Co Private Wealth Management
Florida
$3.98M +$3.98M +18,801 New
SAM
712
Shikiar Asset Management
New York
$3.93M +$138K +650 +4%
KA
713
Kovack Advisors
Florida
$3.93M +$533K +2,515 +16%
NEI
714
Northwest & Ethical Investments
Ontario, Canada
$3.91M -$1.47M -6,924 -27%
CIG
715
Consolidated Investment Group
Colorado
$3.9M – – –
GP
716
Girard Partners
Pennsylvania
$3.9M +$515K +2,431 +15%
PWP
717
Private Wealth Partners
California
$3.9M -$14.2K -67 -0.4%
ISB
718
Iowa State Bank
Iowa
$3.89M -$930K -4,388 -19%
BDS
719
Banco de Sabadell
Florida
$3.88M +$3.2M +15,187 +471%
BA
720
Birinyi Associates
Connecticut
$3.88M +$148K +700 +4%
IWP
721
Icon Wealth Partners
Texas
$3.86M +$1.3M +6,148 +51%
WIA
722
Wealthstreet Investment Advisors
Texas
$3.85M +$21.6K +102 +0.6%
CAM
723
Cresset Asset Management
Illinois
$3.84M +$516K +2,433 +16%
AAF
724
Andra AP-fonden
Sweden
$3.84M -$424K -2,000 -10%
KI
725
Kapitalo Investimentos
Brazil
$3.82M +$3.82M +18,014 New
27 28
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