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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 %
ACM
851
Alpha Capital Management
Texas
$2.81M +$70.3K +332 +3%
DCM
852
Donaldson Capital Management
Indiana
$2.81M +$2.58M +12,158 +1,126%
WAOTB
853
Wealth Advisors of Tampa Bay
Florida
$2.8M +$134K +631 +5%
FB
854
Fulton Bank
Pennsylvania
$2.8M -$424K -2,000 -13%
WHG
855
Westwood Holdings Group
Texas
$2.79M -$373K -1,761 -12%
BCCM
856
Bridge Creek Capital Management
Massachusetts
$2.75M -$57.1K -825 -2%
AIP
857
Ameritas Investment Partners
Nebraska
$2.75M -$123K -580 -4%
AAS
858
Annex Advisory Services
Wisconsin
$2.74M +$134K +635 +5%
GRP
859
Global Retirement Partners
California
$2.73M +$2.03M +9,601 +295%
BAS
860
Brown Advisory Securities
Maryland
$2.71M -$376K -1,774 -12%
TFS
861
Thoroughbred Financial Services
Tennessee
$2.71M +$143K +675 +6%
APP
862
Alpha Paradigm Partners
Illinois
$2.71M -$1.29M -6,079 -32%
CNC
863
Canandaigua National Corp
New York
$2.69M -$238K -1,124 -8%
SIM
864
Stratos Investment Management
Ohio
$2.68M -$124K -583 -4%
XS
865
XR Securities
Illinois
$2.68M +$2.68M +12,647 New
CS
866
Comerica Securities
Michigan
$2.68M -$158K -744 -6%
IWC
867
Integrated Wealth Concepts
Massachusetts
$2.67M +$1.33M +6,278 +99%
BOH
868
Bank of Hawaii
Hawaii
$2.67M -$1.07M -5,050 -29%
Credit Agricole
869
Credit Agricole
France
$2.66M +$760K +3,590 +40%
CMANY
870
Capital Management Associates (New York)
New York
$2.65M +$96.8K +457 +4%
BFIM
871
Beese Fulmer Investment Management
Ohio
$2.63M +$616K +2,906 +31%
CGL
872
Clarius Group LLC
Washington
$2.63M +$19.9K +94 +0.8%
PCA
873
Pallas Capital Advisors
Massachusetts
$2.62M +$2.62M +12,262 New
KLWA
874
Kelly Lawrence W & Associates
California
$2.61M +$1.87M +8,835 +252%
UMC
875
United Maritime Capital
New York
$2.61M -$486K -2,296 -16%
33 34
35
36 37