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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 %
TAM
1051
Trust Asset Management
Texas
$1.55M +$278K +1,311 +22%
FMB
1052
Field & Main Bank
Kentucky
$1.54M +$32.8K +155 +2%
SBIA
1053
Sheaff Brock Investment Advisors
Indiana
$1.54M +$309K +1,460 +25%
LTI
1054
Laffer Tengler Investments
Tennessee
$1.53M +$856K +4,038 +127%
LWM
1055
Laidlaw Wealth Management
New York
$1.52M +$15.3K +72 +1%
CIA
1056
Capital Impact Advisors
Massachusetts
$1.52M -$1.23M -5,827 -45%
RHBC
1057
R.H. Bluestein & Co
Michigan
$1.52M -$20.5M -96,800 -93%
IIM
1058
Ironwood Investment Management
Massachusetts
$1.51M -$20.3K -96 -1%
EPC
1059
Emerson Point Capital
New York
$1.51M – – –
IFG
1060
Investors Financial Group
Minnesota
$1.5M +$291K +1,375 +24%
DC
1061
Derby & Company
Massachusetts
$1.5M +$1.5M +7,066 New
MWM
1062
Midwest Wealth Management
Indiana
$1.49M +$118K +556 +9%
VWM
1063
Vigilare Wealth Management
Arizona
$1.49M +$579K +2,735 +64%
BRG
1064
Bay Rivers Group
Virginia
$1.48M +$36.6K +173 +3%
MGIA
1065
Moneta Group Investment Advisors
Missouri
$1.48M +$1.48M +6,976 New
PPW
1066
Parcion Private Wealth
Washington
$1.47M +$77.1K +364 +6%
BPA
1067
Beacon Pointe Advisors
California
$1.47M +$372K +1,751 +34%
GW
1068
GW & Wade
Massachusetts
$1.46M +$861K +4,063 +144%
AT
1069
Arden Trust
Delaware
$1.46M +$54K +255 +4%
VCM
1070
Virtue Capital Management
Tennessee
$1.46M +$140K +663 +11%
CPIG
1071
Chicago Partners Investment Group
Illinois
$1.45M +$670K +2,844 +85%
MIM
1072
Moseley Investment Management
Florida
$1.45M +$263K +1,243 +22%
CCMG
1073
Clark Capital Management Group
Pennsylvania
$1.44M +$1.44M +6,792 New
PI
1074
PFS Investments
Georgia
$1.44M +$265K +1,253 +23%
CFFP
1075
Center for Financial Planning
Michigan
$1.44M +$5.93K +28 +0.4%
41 42
43
44 45