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Salesforce
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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 %
WMP
1101
Wealth Management Partners
Arizona
$1.31M +$200K +904 +18%
C
1102
Certuity
Florida
$1.31M +$286K +1,348 +28%
AFM
1103
Abbot Financial Management
Massachusetts
$1.31M +$307K +1,448 +31%
JWBC
1104
J.W. Burns & Co
New York
$1.31M +$459K +2,167 +54%
MIAS
1105
Mason Investment Advisory Services
Virginia
$1.31M +$1.31M +6,162 New
CF
1106
Centaurus Financial
California
$1.3M +$230K +1,084 +21%
MWM
1107
Mission Wealth Management
California
$1.3M +$90.2K +426 +7%
MKA
1108
M. Kulyk & Associates
Georgia
$1.29M +$1.29M +6,105 New
WF
1109
Welch & Forbes
Massachusetts
$1.29M +$51.7K +244 +4%
ATWA
1110
Arbor Trust Wealth Advisors
Michigan
$1.29M +$60.5K +285 +5%
DP
1111
Dearborn Partners
Illinois
$1.29M -$13.8K -65 -1%
JDR
1112
Jay D. Rosenbaum
$1.29M +$27.6K +130 +2%
BWM
1113
BigSur Wealth Management
Florida
$1.28M +$159K +750 +14%
CBT
1114
Central Bank & Trust
Kentucky
$1.28M -$29.7K -140 -2%
EWM
1115
EPG Wealth Management
Georgia
$1.28M -$58.9K -278 -4%
CRWM
1116
Castle Rock Wealth Management
California
$1.28M +$37.3K +161 +3%
BWA
1117
BDO Wealth Advisors
Florida
$1.28M +$990K +4,675 +344%
SMH
1118
Sanders Morris Harris
Texas
$1.28M -$4.63M -20,961 -78%
CHAM
1119
Clear Harbor Asset Management
Connecticut
$1.28M +$27.1K +128 +2%
PWAG
1120
Polaris Wealth Advisory Group
California
$1.28M +$956K +4,135 +299%
RG
1121
Rikoon Group
New Mexico
$1.27M +$26.5K +125 +2%
RDWM
1122
Red Door Wealth Management
Tennessee
$1.26M +$306K +1,440 +32%
LS
1123
Leelyn Smith
Illinois
$1.26M +$148K +697 +13%
EPA
1124
Element Pointe Advisors
Florida
$1.26M +$288K +1,358 +30%
CCM
1125
Cribstone Capital Management
Maine
$1.25M +$242K +1,143 +24%
43 44
45
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