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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 %
PTC
826
Philadelphia Trust Company
Pennsylvania
$3.02M -$2.02M -9,522 -40%
CIP
827
Chartwell Investment Partners
Pennsylvania
$3M -$3.03M -14,306 -50%
HNW
828
High Note Wealth
Minnesota
$2.99M +$192K +907 +7%
AWM
829
Avior Wealth Management
Nebraska
$2.98M +$60.6K +286 +2%
LIA
830
LS Investment Advisors
Michigan
$2.97M -$445K -2,101 -13%
EBT
831
Enterprise Bank & Trust
Massachusetts
$2.97M +$86.7K +409 +3%
ATC
832
Argent Trust Co
Tennessee
$2.97M +$507K +2,394 +21%
ERWM
833
Elk River Wealth Management
Colorado
$2.94M +$266K +1,255 +10%
LFRG
834
Lazard Frères Gestion
France
$2.92M – – –
SA
835
Strategic Advisors
New York
$2.92M +$114K +536 +4%
MFM
836
MD Financial Management
Ontario, Canada
$2.91M +$2.91M +13,713 New
VIA
837
Vident Investment Advisory
Georgia
$2.9M +$678K +3,201 +30%
MYLI
838
Meiji Yasuda Life Insurance
Japan
$2.89M -$340K -1,606 -11%
BL
839
BFSG LLC
California
$2.89M +$45.6K +215 +2%
LFA
840
Lighthouse Financial Advisors
Maryland
$2.89M +$326K +1,539 +13%
AFA
841
Arlington Financial Advisors
California
$2.88M +$48.1K +227 +2%
BCP
842
Blackhawk Capital Partners
Wisconsin
$2.88M -$18.5K -83 -0.6%
KWM
843
Kingsview Wealth Management
Oregon
$2.87M +$393K +1,797 +16%
P
844
Pitcairn
Pennsylvania
$2.86M +$122K +575 +4%
CG
845
Caprock Group
Idaho
$2.86M -$420K -1,984 -13%
JWCA
846
J.W. Cole Advisors
Florida
$2.85M +$439K +2,074 +18%
LSPW
847
Lake Street Private Wealth
Illinois
$2.84M -$36.4K -172 -1%
CC
848
Courier Capital
New York
$2.84M +$21.4K +101 +0.8%
LW
849
Linscomb Wealth
Texas
$2.84M +$65K +307 +2%
CAL
850
Capital Analysts LLC
Pennsylvania
$2.82M +$915K +4,317 +48%
32 33
34
35 36