CRM icon

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 %
WAS
801
Winch Advisory Services
Wisconsin
$3.18M +$183K +863 +6%
AFC
802
AFT Forsyth & Company
Florida
$3.17M +$80.9K +382 +3%
NG
803
NWK Group
California
$3.16M -$1.78M -8,423 -36%
FI
804
Fosun International
China
$3.15M – – –
SCA
805
Snowden Capital Advisors
New York
$3.15M +$654K +3,085 +26%
TC
806
Tsai Capital
New York
$3.15M -$1.25M -5,907 -28%
BFPW
807
BOK Financial Private Wealth
Colorado
$3.15M -$83.7K -395 -3%
HBT
808
Hills Bank & Trust
Iowa
$3.14M +$19.5K +92 +0.6%
LWANC
809
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.14M -$13.8K -65 -0.4%
EIM
810
Essex Investment Management
Massachusetts
$3.13M -$191K -902 -6%
PRWA
811
Platte River Wealth Advisors
Colorado
$3.13M +$215K +957 +7%
CCM
812
CAAS Capital Management
New York
$3.13M +$3.13M +14,768 New
GAM
813
Grandview Asset Management
Pennsylvania
$3.13M +$11.7K +55 +0.4%
SG
814
Stonnington Group
California
$3.12M +$3.12M +14,826 New
CP
815
Corbenic Partners
Pennsylvania
$3.12M +$3.11M +14,683 +48,943%
GCC
816
Game Creek Capital
Massachusetts
$3.08M +$3.08M +14,550 New
H
817
HoyleCohen
California
$3.08M +$104K +489 +3%
NFG
818
Next Financial Group
Texas
$3.08M +$150K +710 +5%
BPM
819
Blue Pool Management
Hong Kong
$3.07M +$953K +4,500 +45%
KLCM
820
KG&L Capital Management
Louisiana
$3.07M +$877K +4,140 +40%
Lord, Abbett & Co
821
Lord, Abbett & Co
New Jersey
$3.07M -$45.8K -216 -1%
GCM
822
Geneva Capital Management
Wisconsin
$3.06M -$27.3K -129 -0.9%
HWAM
823
Hennion & Walsh Asset Management
New Jersey
$3.05M +$3.05M +14,414 New
CM
824
Caption Management
Oklahoma
$3.05M -$6.78M -31,980 -69%
SWM
825
SeaCrest Wealth Management
New York
$3.05M +$30.7K +145 +1%
31 32
33
34 35