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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 %
CCP
726
Corient Capital Partners
California
$3.81M -$265K -1,249 -6%
ST
727
Spinnaker Trust
Maine
$3.8M +$246K +1,160 +7%
MCM
728
Mitchell Capital Management
Kansas
$3.8M -$318K -1,499 -8%
WI
729
Wintrust Investments
Illinois
$3.78M +$903K +3,982 +31%
DIA
730
Dana Investment Advisors
Wisconsin
$3.78M -$3.09M -14,588 -45%
CWM
731
CMH Wealth Management
New Hampshire
$3.76M +$263K +1,240 +8%
AMCA
732
Arthur M. Cohen & Associates
Illinois
$3.74M +$125K +590 +3%
NA
733
NewEdge Advisors
Louisiana
$3.74M +$124K +586 +3%
QI
734
QS Investors
New York
$3.73M -$6.06M -28,590 -62%
HAS
735
HBW Advisory Services
California
$3.7M +$517K +2,441 +16%
TC
736
Telemus Capital
Michigan
$3.69M +$894K +4,059 +32%
SCM
737
Silvant Capital Management
Georgia
$3.68M -$112K -528 -3%
ACM
738
Aljian Capital Management
Nevada
$3.67M +$17K +80 +0.5%
VI
739
Vestcor Inc
New Brunswick, Canada
$3.62M -$71.2K -336 -2%
PA
740
Pinnacle Associates
New York
$3.62M +$402K +1,898 +12%
MC
741
Mathes Company
New York
$3.62M -$110K -519 -3%
CCM
742
Cohen Capital Management
California
$3.61M +$3.4M +16,041 +1,596%
AA
743
ALPS Advisors
Colorado
$3.6M +$151K +712 +4%
TCOT
744
Trust Company of Toledo
Ohio
$3.6M -$151K -711 -4%
AAM
745
Azzad Asset Management
Virginia
$3.59M +$39.2K +185 +1%
OCM
746
Oribel Capital Management
New York
$3.58M +$3.58M +16,900 New
JF
747
Jump Financial
Illinois
$3.58M +$3.58M +16,891 New
VAS
748
Vestmark Advisory Solutions
Massachusetts
$3.56M +$263K +1,242 +8%
GA
749
Gateway Advisory
New Jersey
$3.54M -$42.4K -200 -1%
SNT
750
Security National Trust
West Virginia
$3.54M +$103K +485 +3%
28 29
30
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