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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 %
MHS
1126
M Holdings Securities
Oregon
$1.25M +$1.25M +5,898 New
NG
1127
Northstar Group
New York
$1.25M +$83.8K +395 +7%
GC
1128
GFG Capital
Florida
$1.24M +$255K +1,205 +26%
TFA
1129
Teamwork Financial Advisors
Texas
$1.24M -$152K -715 -11%
IHL
1130
Investment House LLC
California
$1.24M -$42.4K -200 -3%
BAM
1131
Barrett Asset Management
New York
$1.24M +$27.3K +129 +2%
SP
1132
SWS Partners
Ohio
$1.24M +$112K +530 +10%
SRAM
1133
Spouting Rock Asset Management
Pennsylvania
$1.24M +$1.24M +5,836 New
MLL
1134
Moody Lynn & Lieberson
Massachusetts
$1.24M -$6.5M -30,674 -84%
DP
1135
Denver PWM
Colorado
$1.24M – – –
IIM
1136
Intact Investment Management
Quebec, Canada
$1.23M -$63.6K -300 -5%
SMFG
1137
Sumitomo Mitsui Financial Group
Japan
$1.23M -$3.19M -15,193 -72%
GWMIA
1138
Global Wealth Management Investment Advisory
Florida
$1.23M +$414K +1,955 +51%
LOAMS
1139
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.22M +$1.22M +5,756 New
CI
1140
Cavalier Investments
Georgia
$1.22M – – –
PA
1141
PSI Advisors
Florida
$1.22M +$209K +988 +21%
MWM
1142
Meridian Wealth Management
Kentucky
$1.2M -$394K -1,859 -25%
WA
1143
Wealth Alliance
New York
$1.2M +$202K +954 +20%
PFWA
1144
Paces Ferry Wealth Advisors
Georgia
$1.19M -$4.24K -20 -0.4%
FUBT
1145
First United Bank & Trust
Maryland
$1.19M +$142K +670 +14%
CCM
1146
Compton Capital Management
Rhode Island
$1.19M +$117K +550 +11%
CAAS
1147
Capital Asset Advisory Services
Michigan
$1.19M +$222K +1,049 +23%
KTC
1148
Kistler-Tiffany Companies
Pennsylvania
$1.18M +$190K +896 +19%
CAMG
1149
CWA Asset Management Group
Florida
$1.18M +$151K +714 +15%
FMLI
1150
Fukoku Mutual Life Insurance
Japan
$1.17M -$466K -2,200 -28%
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