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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 %
BHIA
776
Birch Hill Investment Advisors
Massachusetts
$3.33M +$385K +1,815 +13%
M
777
Mirova
France
$3.33M +$225K +1,064 +7%
NL
778
NWAM LLC
Washington
$3.32M +$2.56M +12,095 +337%
VWA
779
V Wealth Advisors
Kansas
$3.32M +$249K +1,176 +8%
APGDR
780
Absoluto Partners Gestao de Recursos
Brazil
$3.31M -$3.49M -16,471 -51%
GAM
781
Gemmer Asset Management
California
$3.31M +$14.4K +68 +0.4%
SCM
782
Shelton Capital Management
Colorado
$3.31M +$1.78M +8,388 +116%
SB
783
Simmons Bank
Arkansas
$3.3M +$1.12M +5,280 +51%
PJSIMP
784
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.29M +$29.5K +126 +0.9%
MHC
785
Meyer Handelman Company
New York
$3.29M +$1.93M +9,130 +143%
TS
786
Tamar Securities
California
$3.28M +$3.28M +15,497 New
VAG
787
VisionPoint Advisory Group
Texas
$3.28M +$1.84M +8,669 +128%
DA
788
Dillon & Associates
Michigan
$3.28M +$78.4K +370 +2%
IC
789
Iconiq Capital
California
$3.27M +$229K +1,080 +8%
PT
790
Plimoth Trust
Massachusetts
$3.26M +$345K +1,629 +12%
WR
791
WD Rutherford
Oregon
$3.26M +$29.7K +140 +0.9%
MWM
792
Minot Wealth Management
Massachusetts
$3.25M -$604K -2,852 -16%
BHA
793
Beech Hill Advisors
New York
$3.24M +$158K +745 +5%
NB
794
NBT Bank
New York
$3.23M +$610K +2,879 +23%
PG
795
Pendal Group
Australia
$3.21M -$34.7K -164 -1%
VST
796
Van Strum & Towne
California
$3.21M +$68.9K +325 +2%
JSMC
797
Jess S. Morgan & Co
California
$3.19M +$161K +758 +5%
SSA
798
Schonfeld Strategic Advisors
New York
$3.18M -$2.12M -10,000 -40%
MUAMU
799
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.18M -$424K -2,000 -12%
SFM
800
Soros Fund Management
New York
$3.18M +$3.18M +15,000 New
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