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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 %
CRIG
1076
Charter Research & Investment Group
Connecticut
$1.43M +$66.8K +315 +5%
SS
1077
Sunbelt Securities
Texas
$1.43M -$156K -737 -10%
B
1078
Bailard
California
$1.43M +$596K +2,811 +72%
AWA
1079
Arkadios Wealth Advisors
Georgia
$1.43M +$182K +860 +15%
JHCP
1080
Jackson Hole Capital Partners
Oklahoma
$1.42M +$190K +898 +15%
ACH
1081
ArrowMark Colorado Holdings
Colorado
$1.41M – – –
WP
1082
Waycross Partners
Kentucky
$1.41M +$826K +3,900 +142%
SAM
1083
Sompo Asset Management
Japan
$1.4M +$104K +490 +8%
MCM
1084
Mainstay Capital Management
Michigan
$1.4M -$69.9K -330 -5%
PCM
1085
Pennsylvania Capital Management
Pennsylvania
$1.39M – – –
NERM
1086
New England Research & Management
Illinois
$1.38M +$67.8K +320 +5%
LCP
1087
Legacy Capital Partners
Wisconsin
$1.38M +$4.24K +20 +0.3%
RMAM
1088
Raab & Moskowitz Asset Management
New Jersey
$1.37M -$181K -854 -12%
APP
1089
Avantax Planning Partners
Iowa
$1.37M -$233K -1,101 -15%
CWAG
1090
Compton Wealth Advisory Group
Virginia
$1.37M +$103K +488 +8%
NFC
1091
Northeast Financial Consultants
Connecticut
$1.36M -$867K -4,091 -39%
IF
1092
Intrua Financial
Texas
$1.35M +$829K +3,541 +158%
AWA
1093
ARS Wealth Advisors
Florida
$1.35M +$794K +3,746 +142%
KMWM
1094
Keudell/Morrison Wealth Management
Oregon
$1.35M +$116K +548 +9%
RCM
1095
Regency Capital Management
Hawaii
$1.34M +$1.34M +6,322 New
CDH
1096
Charles D. Hyman
$1.34M -$39.6K -187 -3%
FAM
1097
Fulcrum Asset Management
United Kingdom
$1.33M -$2.56M – –
MFG
1098
MidWestOne Financial Group
Iowa
$1.32M +$134K +634 +11%
ATPW
1099
Ashton Thomas Private Wealth
Arizona
$1.32M +$34.1K +161 +3%
OCM
1100
Orion Capital Management
California
$1.31M – – –
42 43
44
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