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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 %
NB
1026
Nicolet Bankshares
Wisconsin
$1.61M +$250K +1,181 +18%
TPWA
1027
TRUE Private Wealth Advisors
Oregon
$1.61M +$15.3K +72 +1%
BB
1028
Bell Bank
North Dakota
$1.61M +$24.4K +115 +2%
BWM
1029
BNC Wealth Management
Oregon
$1.61M +$51.9K +245 +3%
OPW
1030
Oxler Private Wealth
New York
$1.61M +$551K +2,600 +52%
MCM
1031
McKinley Capital Management
Alaska
$1.6M -$15.1M -71,242 -90%
AF
1032
Aldebaran Financial
$1.6M +$10.6K +50 +0.7%
IUHSA
1033
Itau Unibanco Holding S.A.
Brazil
$1.6M -$517K -2,439 -24%
SGI
1034
Summit Global Investments
Utah
$1.6M -$2.06M -9,734 -56%
MA
1035
Modus Advisors
Minnesota
$1.59M +$262K +1,236 +20%
JSL
1036
JT Stratford LLC
Georgia
$1.59M +$90K +425 +6%
NL
1037
Navalign LLC
California
$1.58M +$1.58M +7,454 New
NL
1038
NVWM LLC
Pennsylvania
$1.58M -$717K -3,384 -31%
DWM
1039
Dakota Wealth Management
Florida
$1.57M -$41.7K -197 -3%
AFAS
1040
Acorn Financial Advisory Services
Virginia
$1.57M +$282K +1,331 +22%
ETC
1041
Exchange Traded Concepts
Oklahoma
$1.57M -$3.4M -16,043 -68%
MA
1042
Montag & Associates
Georgia
$1.57M -$2.75M -12,979 -64%
UBG
1043
United Bank (Georgia)
Georgia
$1.56M -$78.4K -370 -5%
AC
1044
Abbrea Capital
California
$1.56M +$362K +1,711 +30%
CPC
1045
Congress Park Capital
New York
$1.56M -$177K -835 -10%
BP
1046
Ballentine Partners
Massachusetts
$1.56M -$36.2K -171 -2%
GI
1047
GS Investments
Minnesota
$1.56M +$71.2K +336 +5%
1WA
1048
180 Wealth Advisors
Washington
$1.56M +$218K +979 +16%
AWM
1049
Apollon Wealth Management
South Carolina
$1.56M +$672K +3,173 +76%
CWMU
1050
Caliber Wealth Management (Utah)
Utah
$1.55M +$147K +695 +10%
40 41
42
43 44