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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 %
SAG
1201
Spotlight Asset Group
Illinois
$974K +$89.9K +424 +10%
WWM
1202
Wolff Wiese Magana
California
$971K +$52.5K +248 +6%
WP
1203
WealthShield Partners
North Carolina
$971K +$135K +637 +16%
EHWM
1204
Eads & Heald Wealth Management
Georgia
$968K +$25.4K +120 +3%
TA
1205
Tectonic Advisors
Texas
$964K +$126K +596 +15%
HL
1206
HeadInvest LLC
Maine
$964K +$335K +1,582 +53%
MA
1207
Mutual Advisors
Nebraska
$962K +$108K +508 +13%
HPC
1208
HM Payson & Co
Maine
$961K +$178K +838 +23%
NDSI
1209
Newman Dignan & Sheerar Inc
Rhode Island
$959K -$4.02K -19 -0.4%
AWA
1210
Alta Wealth Advisors
Massachusetts
$956K +$3.18K +15 +0.3%
WFC
1211
Western Financial Corp
California
$956K +$108K +508 +13%
ACM
1212
Allred Capital Management
Texas
$955K +$113K +531 +13%
CWM
1213
Centric Wealth Management
Illinois
$952K +$358K +1,690 +60%
RC
1214
Rinet Company
Massachusetts
$952K +$952K +4,492 New
MAFM
1215
Mid Atlantic Financial Management
Pennsylvania
$951K -$253K -1,195 -21%
PIA
1216
Perennial Investment Advisors
California
$950K +$60.2K +284 +7%
GWM
1217
Geneos Wealth Management
Colorado
$943K -$5.52K -24 -0.6%
RG
1218
Rathbones Group
United Kingdom
$942K -$62.3M -294,188 -99%
CBTWT
1219
Community Bank & Trust (Waco, Texas)
Texas
$941K +$31.6K +149 +3%
ANB
1220
Amarillo National Bank
Texas
$935K – – –
AIM
1221
Aigen Investment Management
New York
$927K -$3.96M -18,671 -81%
CAN
1222
Claraphi Advisory Network
United States
$927K -$19.7K -93 -2%
QCM
1223
Quest Capital Management
Texas
$924K -$78.6K -371 -8%
AWP
1224
Accretive Wealth Partners
New Jersey
$921K +$921K +4,347 New
FAIM
1225
Financial Advocates Investment Management
Washington
$920K +$72.3K +341 +9%
47 48
49
50 51