CRM icon

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 %
CCMT
951
CMT Capital Markets Trading
Germany
$2.01M +$2.01M +9,500 New
VPIM
952
Vanguard Personalized Indexing Management
California
$2.01M +$163K +769 +9%
MOS
953
MGO One Seven
Ohio
$2.01M +$669K +3,157 +50%
I
954
INVST
Indiana
$2M +$269K +1,167 +16%
SLG
955
Stanley-Laman Group
Pennsylvania
$1.99M +$48.3K +228 +2%
AWM
956
Altium Wealth Management
New York
$1.99M +$63.8K +301 +3%
BWL
957
Bogart Wealth LLC
Virginia
$1.99M +$600K +2,831 +43%
HI
958
Horizon Investments
North Carolina
$1.99M +$1.99M +9,376 New
MFS
959
Mirabella Financial Services
United Kingdom
$1.99M -$1.57M -7,429 -44%
CA
960
Clearstead Advisors
Ohio
$1.98M +$84.8K +400 +4%
TPCW
961
TD Private Client Wealth
New York
$1.98M -$1.48M -6,983 -43%
B
962
Barings
North Carolina
$1.98M -$82.4K -389 -4%
NFG
963
Nations Financial Group
Iowa
$1.95M -$95.6K -451 -5%
EF
964
Empirical Finance
Pennsylvania
$1.95M – – –
PMG
965
ProVise Management Group
Florida
$1.95M +$26.5K +125 +1%
IFWM
966
Institute for Wealth Management
Colorado
$1.95M +$41.5K +196 +2%
TIA
967
Tiemann Investment Advisors
California
$1.94M -$6.36K -30 -0.3%
TCA
968
Transcend Capital Advisors
New Jersey
$1.94M -$23.7K -112 -1%
V
969
VeraBank
Texas
$1.91M – – –
VFM
970
Viking Fund Management
North Dakota
$1.91M +$212K +1,000 +13%
SJIM
971
St. Johns Investment Management
Florida
$1.9M +$152K +719 +9%
AFWM
972
AMJ Financial Wealth Management
Virginia
$1.89M -$1.89M -8,939 -50%
STC
973
Sarah T. Connolly
$1.89M -$20.1K -95 -1%
AIA
974
Avalon Investment & Advisory
Texas
$1.89M -$628K -2,963 -25%
CBB
975
Citizens Business Bank
California
$1.88M -$34.7K -164 -2%
37 38
39
40 41