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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 %
BB
876
Berkshire Bank
Massachusetts
$2.57M -$51.5K -243 -2%
AL
877
Aspiriant LLC
California
$2.57M -$162K -763 -6%
BAM
878
Beaumont Asset Management
Texas
$2.57M +$106K +499 +4%
AAM
879
Arabesque Asset Management
United Kingdom
$2.56M +$2.56M +12,101 New
LCM
880
Laurion Capital Management
New York
$2.54M +$2.54M +12,000 New
BOM
881
Bank of Marin
California
$2.53M +$416K +1,962 +20%
1IA
882
1834 Investment Advisors
Wisconsin
$2.53M +$2.44M +11,516 +2,762%
SAI
883
Systematic Alpha Investments
New Jersey
$2.52M – – –
SBH
884
Segall Bryant & Hamill
Illinois
$2.52M +$157K +740 +7%
BRWM
885
B. Riley Wealth Management
Tennessee
$2.51M +$598K +2,823 +31%
KFS
886
Kaizen Financial Strategies
California
$2.51M +$237K +1,120 +10%
CI
887
Conning Inc
Connecticut
$2.51M -$225K -1,060 -8%
LNC
888
Lincoln National Corp
Pennsylvania
$2.49M -$92.1K -435 -4%
PTC
889
Private Trust Company
Ohio
$2.49M +$96.4K +455 +4%
Koshinski Asset Management
890
Koshinski Asset Management
Illinois
$2.49M +$150K +708 +6%
ZCA
891
Zeke Capital Advisors
Pennsylvania
$2.46M +$158K +744 +7%
IWS
892
Insight Wealth Strategies
California
$2.46M +$425K +2,008 +21%
CC
893
Claybrook Capital
Massachusetts
$2.45M +$53K +250 +2%
IC
894
Intersect Capital
California
$2.41M +$130K +613 +6%
IAS
895
IMA Advisory Services
Colorado
$2.4M +$685K +3,233 +40%
BCM
896
Boltwood Capital Management
California
$2.39M -$5.93K -28 -0.2%
ECG
897
EPIQ Capital Group
California
$2.37M – – –
HT
898
HAP Trading
New York
$2.36M -$49.4M -233,226 -95%
UR
899
USCA RIA
Texas
$2.36M +$37.1K +175 +2%
DAS
900
Dynamic Advisor Solutions
Arizona
$2.36M -$216K -1,019 -8%
34 35
36
37 38