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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 %
First Manhattan
1176
First Manhattan
New York
$1.08M -$409K -1,930 -28%
WSFS
1177
Wilmington Savings Fund Society
Delaware
$1.07M -$14.6K -69 -1%
BDFN
1178
Bond & Devick Financial Network
Minnesota
$1.07M +$39.2K +185 +4%
GFP
1179
Gryphon Financial Partners
Ohio
$1.06M -$4.87K -23 -0.5%
BFS
1180
Bard Financial Services
Connecticut
$1.06M +$63.5K +300 +6%
1SB
1181
1ST Source Bank
Indiana
$1.06M +$129K +610 +14%
SM
1182
SG3 Management
Puerto Rico
$1.06M -$1.72M -8,100 -62%
HC
1183
Hourglass Capital
Texas
$1.06M – – –
BCM
1184
Brown Capital Management
Maryland
$1.06M -$167K -789 -14%
RAM
1185
Redmond Asset Management
Virginia
$1.06M +$1.06K +5 +0.1%
BCA
1186
Bay Colony Advisors
Massachusetts
$1.05M +$826K +3,898 +363%
LB
1187
Legacy Bridge
Iowa
$1.05M -$8.48K -40 -0.8%
PSP
1188
Principal Street Partners
Tennessee
$1.02M +$135K +639 +15%
AW
1189
Alaethes Wealth
Nevada
$1.02M +$1.02M +4,825 New
SIG
1190
Sky Investment Group
Connecticut
$1.02M +$108K +510 +12%
ISL
1191
Ingalls & Snyder LLC
New York
$1.02M +$125K +592 +14%
JCM
1192
Jacobi Capital Management
Pennsylvania
$1.01M +$259K +1,224 +35%
FCA
1193
FLC Capital Advisors
California
$1.01M +$73.5K +347 +8%
AAM
1194
Ascension Asset Management
New York
$1.01M +$1.01M +4,745 New
EH
1195
Employers Holdings
Nevada
$1M – – –
AFS
1196
Aft Forsyth & Sober
Florida
$995K +$498K +2,350 +100%
FF
1197
FourThought Financial
Florida
$993K +$242K +1,141 +32%
RBFC
1198
Roman Butler Fullerton & Co
Missouri
$988K -$416K -1,786 -30%
MSAM
1199
Moloney Securities Asset Management
Missouri
$980K +$349K +1,650 +55%
BMM
1200
Buffington Mohr McNeal
Idaho
$974K +$58.3K +275 +6%
46 47
48
49 50