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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 %
HT
1151
Heritage Trust
Oklahoma
$1.17M -$106K -499 -8%
CCM
1152
Chickasaw Capital Management
Tennessee
$1.16M +$23.7K +112 +2%
AFP
1153
Ausdal Financial Partners
Iowa
$1.15M +$122K +578 +12%
RWB
1154
RMR Wealth Builders
New Jersey
$1.15M +$252K +1,189 +28%
DCM
1155
Davidson Capital Management
Texas
$1.14M -$1.24M -5,863 -52%
CT
1156
Columbia Trust
Oregon
$1.14M +$45.7K +216 +4%
AB
1157
Atlas Brown
Kentucky
$1.14M +$212K +998 +23%
NCGI
1158
Next Century Growth Investors
Minnesota
$1.13M -$1.17M -5,541 -51%
CBT
1159
Capital Bank & Trust
California
$1.12M -$126K -594 -10%
SWMG
1160
Strategic Wealth Management Group
Maryland
$1.12M -$5.3K -25 -0.5%
BCM
1161
Bienville Capital Management
New York
$1.12M +$47.5K +224 +4%
CFMC
1162
Curbstone Financial Management Corp
New Hampshire
$1.11M -$18.2K -86 -2%
WWM
1163
WT Wealth Management
Arizona
$1.1M -$47.5K -224 -4%
GI
1164
GAMCO Investors
Connecticut
$1.1M +$120K +567 +12%
SWMG
1165
Signature Wealth Management Group
Georgia
$1.1M +$90.7K +428 +9%
CCM
1166
Coldstream Capital Management
Washington
$1.1M -$9.11K -43 -0.8%
WAP
1167
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$760K +3,590 +227%
RPC
1168
Rossmore Private Capital
Connecticut
$1.09M -$36K -170 -3%
OQS
1169
Occudo Quantitative Strategies
Florida
$1.09M +$1.09M +5,139 New
PA
1170
Procyon Advisors
Connecticut
$1.09M +$16.5K +78 +2%
SIP
1171
Stoneridge Investment Partners
Pennsylvania
$1.08M -$2.81M -13,273 -72%
NSB
1172
Norway Savings Bank
Maine
$1.08M +$341K +1,610 +46%
GDP
1173
Great Diamond Partners
Maine
$1.08M +$4.02K +19 +0.4%
KAM
1174
Karani Asset Management
New York
$1.08M -$681K -3,212 -39%
HSA
1175
HBK Sorce Advisory
Pennsylvania
$1.08M -$119K -562 -10%
45 46
47
48 49