CRM icon

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
$2.87B
2
Polen Capital Management
Polen Capital Management
Florida
$1.96B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$736M
4
Fidelity International
Fidelity International
Bermuda
$582M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$596M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$582M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$15B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$796M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$9.1B
5
Invesco
Invesco
Georgia
$515M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
101
Prudential Financial
New Jersey
$182M +$30.6M +144,406 +20%
Ensign Peak Advisors
102
Ensign Peak Advisors
Utah
$175M -$27.8M -131,023 -14%
Westfield Capital Management
103
Westfield Capital Management
Massachusetts
$175M -$31.7M -149,740 -15%
Canada Life
104
Canada Life
Manitoba, Canada
$174M -$2.46M -11,652 -1%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$173M +$14M +66,312 +9%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$166M +$7.04M +33,206 +4%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$164M -$22.6M -106,959 -12%
Retirement Systems of Alabama
108
Retirement Systems of Alabama
Alabama
$158M +$289K +1,363 +0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
109
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$155M -$3.3M -15,571 -2%
FWIA
110
Fort Washington Investment Advisors
Ohio
$152M +$16.3M +76,968 +12%
JPMPWA
111
J.P. Morgan Private Wealth Advisors
California
$145M +$8.15M +38,490 +6%
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141M +$2.91M +13,743 +2%
Bank Julius Baer & Co
113
Bank Julius Baer & Co
Switzerland
$140M -$89.5M -422,543 -39%
GIM
114
Generation Investment Management
United Kingdom
$139M -$319K -1,506 -0.2%
William Blair Investment Management
115
William Blair Investment Management
Illinois
$135M +$657K +3,103 +0.5%
Adage Capital Partners
116
Adage Capital Partners
Massachusetts
$134M -$6.64M -31,320 -5%
EVM
117
Eaton Vance Management
Massachusetts
$133M -$20.9M -98,791 -14%
Natixis Advisors
118
Natixis Advisors
Massachusetts
$133M +$6.35M +29,971 +5%
Parallax Volatility Advisers
119
Parallax Volatility Advisers
California
$131M +$12.9M +60,700 +11%
ATN
120
AMF Tjänstepension
Sweden
$131M +$1.15M +5,409 +0.9%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$131M -$9.12M -43,022 -7%
ZIG
122
Zurich Insurance Group
Switzerland
$129M +$17.4M +82,138 +16%
VanEck Associates
123
VanEck Associates
New York
$127M +$33.4M +157,788 +36%
Aviva
124
Aviva
United Kingdom
$125M +$9.99M +47,173 +9%
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
$125M -$2.21M -10,414 -2%
3 4
5
6 7