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
+$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 %
CIM
1251
CIM Investment Management
Pennsylvania
$869K +$30.7K +145 +4%
PP
1252
Professional Planning
California
$868K -$28.6K -135 -3%
CIA
1253
Capital Investment Advisors
Georgia
$868K +$187K +882 +27%
HA
1254
Harfst & Associates
Wyoming
$863K +$182K +861 +27%
AWA
1255
Arete Wealth Advisors
Illinois
$854K +$183K +863 +27%
SF
1256
Symphony Financial
Texas
$852K -$168K -758 -16%
DI
1257
Diligent Investors
California
$852K +$852K +4,019 New
WAS
1258
WESPAC Advisors SoCal
California
$849K +$2.12K +10 +0.3%
SG
1259
StoneX Group
New York
$848K +$1.7K +8 +0.2%
KOC
1260
Koss-Olinger Consulting
Florida
$847K +$847K +3,997 New
EFS
1261
Essex Financial Services
Connecticut
$846K +$60.4K +285 +8%
WMA
1262
Wealth Management Associates
New Jersey
$843K +$68.9K +325 +9%
JIP
1263
Jaffetilchin Investment Partners
Florida
$841K -$148K -698 -15%
RTC
1264
Riverview Trust Company
Washington
$841K – – –
SRC
1265
Sage Rhino Capital
California
$841K +$2.75K +13 +0.3%
WPW
1266
Waldron Private Wealth
Pennsylvania
$840K +$70.3K +332 +9%
CCT
1267
Country Club Trust
Missouri
$832K +$513K +2,442 +160%
PIM
1268
Parker Investment Management
California
$829K +$280K +1,323 +51%
CFA
1269
Carroll Financial Associates
North Carolina
$829K +$362K +1,711 +78%
BC
1270
Brookfield Corp
Ontario, Canada
$822K -$767K -3,620 -48%
HCM
1271
Highlander Capital Management
New Jersey
$821K – – –
PWP
1272
Principle Wealth Partners
Connecticut
$820K +$13.8K +65 +2%
JWM
1273
Jupiter Wealth Management
Colorado
$820K +$469K +2,000 +133%
WCA
1274
Westover Capital Advisors
Delaware
$819K -$21.4K -101 -3%
IA
1275
Insight Advisors
Pennsylvania
$817K -$259K -1,127 -24%
49 50
51
52 53