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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 %
IIA
1001
IPG Investment Advisors
California
$1.75M +$118K +556 +7%
WWM
1002
Western Wealth Management
Colorado
$1.74M -$63.1K -298 -4%
VR
1003
Viridian RIA
Washington
$1.72M -$1.71M -7,680 Closed
VF
1004
Virtu Financial
New York
$1.72M -$5.55M -26,191 -76%
FPA
1005
First Pacific Advisors
California
$1.71M – – –
AWP
1006
Ascent Wealth Partners
New York
$1.71M +$50.8K +240 +3%
WBC
1007
West Branch Capital
Massachusetts
$1.71M -$133K -629 -7%
ED
1008
Exane Derivatives
France
$1.71M -$230K -1,084 -12%
IC
1009
Inscription Capital
Texas
$1.7M -$140K -662 -8%
SACTSONJ
1010
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.7M – – –
RMC
1011
Resources Management Corp
Connecticut
$1.69M +$492K +2,322 +41%
EAM
1012
Eagle Asset Management
Florida
$1.68M +$1.68M +7,684 New
PIM
1013
Penobscot Investment Management
Massachusetts
$1.68M +$28.6K +135 +2%
S
1014
SignatureFD
Georgia
$1.68M -$96.4K -455 -5%
KF
1015
Krilogy Financial
Missouri
$1.68M +$712K +3,359 +74%
ACA
1016
Aptus Capital Advisors
Alabama
$1.67M +$53K +250 +3%
GAM
1017
Geier Asset Management
Maryland
$1.66M -$112K -499 -6%
CW
1018
CreativeOne Wealth
Kansas
$1.66M +$81.1K +383 +5%
ANRIA
1019
American National Registered Investment Advisor
Texas
$1.65M -$2.33K -11 -0.1%
ZB
1020
Zions Bancorporation
Utah
$1.65M +$222K +1,046 +16%
PCS
1021
Personal CFO Solutions
New Jersey
$1.64M +$289K +1,366 +21%
IA
1022
IFP Advisors
Florida
$1.64M +$185K +871 +13%
PFT
1023
Providence First Trust
Arizona
$1.62M -$20.1K -95 -1%
EB
1024
Eastern Bank
Massachusetts
$1.62M -$13.5M -63,907 -89%
FP
1025
Fiduciary Planning
Florida
$1.62M +$198K +934 +14%
39 40
41
42 43