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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 %
V
751
Veritable
Delaware
$3.53M -$204K -961 -5%
SFS
752
Sowell Financial Services
Arkansas
$3.5M +$18.3K +84 +0.5%
HWM
753
Hohimer Wealth Management
Washington
$3.5M +$302K +1,425 +9%
FFA
754
Fragasso Financial Advisors
Pennsylvania
$3.49M +$315K +1,488 +10%
HZ
755
Hixon Zuercher
Ohio
$3.49M +$236K +1,114 +7%
BBNA
756
Bremer Bank National Association
Minnesota
$3.48M +$11.2K +53 +0.3%
EI
757
Ethic Inc
New York
$3.47M +$833K +3,934 +32%
BIP
758
Bouvel Investment Partners
Pennsylvania
$3.45M +$184K +870 +6%
PAM
759
Pegasus Asset Management
New York
$3.44M +$156K +735 +5%
CWM
760
Cabot Wealth Management
Massachusetts
$3.44M +$81.1K +383 +2%
LMIM
761
Lockheed Martin Investment Management
Maryland
$3.44M -$246K -1,160 -7%
FIB
762
First Interstate Bancsystem
Montana
$3.43M +$3.43M +16,185 New
TI
763
Tidal Investments
Wisconsin
$3.42M +$990K +4,672 +41%
RC
764
Roundview Capital
New Jersey
$3.42M +$1.1M +5,213 +48%
STA
765
Summit Trail Advisors
New York
$3.41M +$72K +340 +2%
KFP
766
KMG Fiduciary Partners
Ohio
$3.4M +$330K +1,559 +11%
GCM
767
Gladius Capital Management
Illinois
$3.39M +$671K +3,167 +25%
CA
768
Cornerstone Advisors
North Carolina
$3.39M – – –
MYAM
769
Meiji Yasuda Asset Management
Japan
$3.39M +$612K +2,887 +22%
CLOS
770
Compagnie Lombard Odier SCmA
Switzerland
$3.39M +$1.19M +5,625 +54%
GVAG
771
Great Valley Advisor Group
Delaware
$3.38M +$80.5K +380 +2%
ACM
772
AlphaCrest Capital Management
New York
$3.38M -$3.24M -15,313 -49%
SNB
773
Security National Bank
Nebraska
$3.37M +$407K +1,923 +14%
FWM
774
Frontier Wealth Management
Missouri
$3.36M +$220K +1,038 +7%
CG
775
Colony Group
Massachusetts
$3.36M -$757K -3,573 -18%
29 30
31
32 33