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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 %
BCM
926
Bridgeway Capital Management
Texas
$2.16M +$254K +1,200 +13%
PAS
927
Park Avenue Securities
New York
$2.15M +$32.8K +155 +2%
BFM
928
Boothbay Fund Management
New York
$2.15M -$82.7M -390,359 -97%
HIP
929
Harrell Investment Partners
Texas
$2.14M -$113K -533 -5%
LHC
930
Little House Capital
Massachusetts
$2.14M +$1.51M +7,131 +240%
GBT
931
Grove Bank & Trust
Florida
$2.14M +$241K +1,136 +13%
APA
932
American Portfolios Advisors
New York
$2.13M +$282K +1,329 +15%
TSWM
933
Triangle Securities Wealth Management
North Carolina
$2.12M +$100K +472 +5%
MPWT
934
MassMutual Private Wealth & Trust
Connecticut
$2.11M +$542K +2,557 +35%
IP
935
Intellectus Partners
California
$2.11M +$263K +1,240 +14%
SC
936
Slow Capital
California
$2.1M +$569K +2,655 +37%
PWSG
937
Pacific Wealth Strategies Group
California
$2.1M +$380K +1,796 +22%
MWA
938
Meridian Wealth Advisors
Texas
$2.1M +$139K +657 +7%
FCM
939
Fortis Capital Management
Washington
$2.09M +$2.09M +9,874 New
NAMP
940
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.09M +$431K +2,035 +26%
FIM
941
Freedom Investment Management
Connecticut
$2.07M +$1.25M +5,917 +153%
SIM
942
Sentry Investment Management
Wisconsin
$2.07M -$7.86M -37,083 -79%
MCIA
943
Mountain Capital Investment Advisors
Colorado
$2.07M +$534K +2,301 +35%
MIFH
944
Migdal Insurance & Financial Holdings
Israel
$2.06M +$672K +3,172 +49%
SVCP
945
Silicon Valley Capital Partners
California
$2.04M +$758K +3,577 +59%
CPA
946
Capital Planning Advisors
California
$2.04M -$208K -980 -9%
FTDI
947
First Trust Direct Indexing
Massachusetts
$2.03M +$98.5K +465 +5%
GIA
948
Gladstone Institutional Advisory
Florida
$2.03M +$919K +4,338 +83%
WGCA
949
Wolf Group Capital Advisors
Virginia
$2.03M +$2.03M +9,576 New
WCM
950
Wunderlich Capital Managemnt
Tennessee
$2.02M +$2.02M +9,509 New
36 37
38
39 40