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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 %
TH
901
TCTC Holdings
Texas
$2.35M – – –
CNC
902
Citizens & Northern Corp
Pennsylvania
$2.34M +$87.7K +414 +4%
OSAM
903
O'Shaughnessy Asset Management
Connecticut
$2.34M +$341K +1,608 +17%
CAM
904
Cypress Asset Management
Texas
$2.32M -$6.36K -30 -0.3%
GGI
905
GPM Growth Investors
Michigan
$2.32M +$36K +170 +2%
S
906
Seeyond
France
$2.31M +$40.9K +193 +2%
PH
907
Pinnacle Holdings
Oklahoma
$2.31M -$53.2K -251 -2%
IRAG
908
Investment Research & Advisory Group
Georgia
$2.3M -$49.8K -235 -2%
FDS
909
Freedom Day Solutions
Texas
$2.29M -$16.5K -78 -0.7%
PSUF
910
People's United Financial
Connecticut
$2.28M +$829K +3,911 +57%
DPIM
911
Duff & Phelps Investment Management
Illinois
$2.25M – – –
AC
912
Asio Capital
Kentucky
$2.25M +$397K +1,872 +21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
913
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.25M +$82.4K +389 +4%
MCM
914
MAI Capital Management
Ohio
$2.25M -$51.3K -242 -2%
QPWM
915
Quadrant Private Wealth Management
Pennsylvania
$2.24M +$984K +4,643 +78%
SWIG
916
Strategic Wealth Investment Group
Kentucky
$2.24M +$560K +2,641 +33%
IAIM
917
International Assets Investment Management
Florida
$2.23M +$1.33M +6,158 +148%
WA
918
Winfield Associates
Ohio
$2.23M +$67.2K +317 +3%
AFG
919
Alterity Financial Group
Maine
$2.21M +$2.21M +10,425 New
VCM
920
Verde Capital Management
Michigan
$2.21M +$355K +1,677 +19%
MS
921
Madden Securities
Texas
$2.2M +$127K +600 +6%
PCIA
922
Prime Capital Investment Advisors
Kansas
$2.19M +$335K +1,579 +18%
DT
923
Diversified Trust
Tennessee
$2.18M +$21K +99 +1%
IBOK
924
Independence Bank of Kentucky
Kentucky
$2.18M +$244K +1,153 +13%
GCM
925
Glynn Capital Management
California
$2.16M – – –
35 36
37
38 39