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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 %
SWM
976
Segment Wealth Management
Texas
$1.88M +$172K +811 +10%
IWM
977
IHT Wealth Management
Illinois
$1.87M +$517K +2,439 +38%
CIA
978
Cohen Investment Advisors
New Hampshire
$1.85M +$79K +381 +4%
FC
979
Ferris Capital
Massachusetts
$1.85M – – –
BO
980
Bank OZK
Arkansas
$1.85M +$40.3K +190 +2%
GCA
981
Guardian Capital Advisors
Ontario, Canada
$1.85M +$795K +3,487 +76%
PAM
982
Paradigm Asset Management
New York
$1.84M -$84.7K -400 -4%
GA
983
GoalVest Advisory
New York
$1.84M +$386K +1,824 +27%
EH
984
Equitable Holdings
New York
$1.83M +$720K +3,398 +65%
AWM
985
Avitas Wealth Management
California
$1.82M +$580K +2,737 +47%
MJB
986
Mark J. Bradley
$1.81M -$16.1K -76 -0.9%
TA
987
Townsend & Associates
Colorado
$1.81M +$92K +434 +5%
ECM
988
Evergreen Capital Management
Washington
$1.8M +$496K +2,340 +38%
HCCM
989
Hudson Canyon Capital Management
New York
$1.8M -$163K -770 -8%
CA
990
Callahan Advisors
Texas
$1.8M +$997K +4,707 +125%
HI
991
Harbour Investments
Wisconsin
$1.78M +$1.78M +8,377 New
EWM
992
Elmwood Wealth Management
California
$1.78M +$1.78M +8,378 New
VLKIM
993
Van Lanschot Kempen Investment Management
Netherlands
$1.77M +$185K +874 +12%
CCG
994
Ceeto Capital Group
Florida
$1.77M +$318K +1,500 +22%
IB
995
Intrust Bank
Kansas
$1.77M -$90.7K -428 -5%
FHA
996
Flagship Harbor Advisors
Massachusetts
$1.76M +$314K +1,482 +22%
TNBTD
997
Trustmark National Bank Trust Department
Mississippi
$1.75M +$775K +3,658 +79%
WI
998
WrapManager Inc
California
$1.75M +$389K +1,838 +29%
SFP
999
Shepherd Financial Partners
Massachusetts
$1.75M -$5.09K -24 -0.3%
CI
1000
CX Institutional
Indiana
$1.75M +$842K +3,975 +93%
38 39
40
41 42