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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 %
MMA
1226
Miracle Mile Advisors
California
$917K -$638K -3,008 -41%
DA
1227
DSC Advisors
Illinois
$914K +$129K +608 +16%
SIG
1228
Sargent Investment Group
Maryland
$911K – – –
RWM
1229
Ritholtz Wealth Management
New York
$911K +$49.1K +232 +6%
EW
1230
Evoke Wealth
California
$911K +$337K +1,593 +59%
WFG
1231
Wills Financial Group
Virginia
$909K +$320K +1,512 +54%
ANTB
1232
AMG National Trust Bank
Colorado
$908K +$41.9K +198 +5%
W
1233
WealthStone
Ohio
$907K -$14K -66 -2%
MFW
1234
Meristem Family Wealth
Minnesota
$906K – – –
ACP
1235
Ashfield Capital Partners
California
$902K +$482K +2,278 +115%
LSAG
1236
Lake Street Advisors Group
New Hampshire
$898K -$158K -745 -15%
DWT
1237
Dorsey & Whitney Trust
South Dakota
$896K +$90.5K +426 +11%
CPIA
1238
Cornell Pochily Investment Advisors
New York
$895K +$68.7K +324 +8%
PWPS
1239
Pinnacle Wealth Planning Services
Ohio
$893K +$51K +241 +6%
BWM
1240
Buckley Wealth Management
Nevada
$893K +$223K +1,053 +33%
GG
1241
Golden Green
South Carolina
$888K -$295K -1,392 -25%
WP
1242
WealthSource Partners
California
$888K +$103K +488 +13%
FC
1243
Fulcrum Capital
Washington
$888K +$888K +4,192 New
ADIM
1244
Alpha DNA Investment Management
Maryland
$884K +$312K +1,475 +55%
RCAG
1245
Rehmann Capital Advisory Group
Michigan
$883K -$96.4K -456 -10%
EVC
1246
Eidelman Virant Capital
Missouri
$883K +$883K +4,048 New
CP
1247
Covenant Partners
Tennessee
$882K +$80.3K +379 +10%
MYIA
1248
Mount Yale Investment Advisors
Colorado
$880K -$316K -1,490 -26%
EWA
1249
EP Wealth Advisors
California
$880K +$525K +2,476 +148%
QCG
1250
Quadrant Capital Group
Ohio
$879K +$49.4K +233 +6%
48 49
50
51 52