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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 %
ESB
1276
Essex Savings Bank
Connecticut
$815K +$1.08K +5 +0.1%
FFG
1277
Fortem Financial Group
California
$814K -$14.8K -70 -2%
EWA
1278
Encompass Wealth Advisors
Oregon
$809K +$383K +1,767 +90%
TP
1279
Tranquility Partners
Tennessee
$808K +$3.39K +16 +0.4%
MRCM
1280
M&R Capital Management
New Jersey
$804K +$14.8K +70 +2%
AWA
1281
Aaron Wealth Advisors
Illinois
$803K -$12.5K -59 -2%
LWA
1282
Lineweaver Wealth Advisors
Ohio
$799K +$204K +963 +34%
ACWM
1283
Adams Chetwood Wealth Management
North Carolina
$796K +$18.7K +88 +2%
LB
1284
Leo Brokerage
Texas
$793K +$63.6K +300 +9%
RMDI
1285
R.M. Davis Inc
Maine
$792K -$16.3K -77 -2%
VFPI
1286
Vantage Financial Partners (Illinois)
Illinois
$789K +$275K +1,300 +54%
SVWAG
1287
Sound View Wealth Advisors Group
Georgia
$786K +$112K +527 +17%
SWRP
1288
Summit Wealth & Retirement Planning
California
$785K -$11.7K -55 -1%
DI
1289
DFPG Investments
Utah
$781K -$22.7K -103 -3%
SC
1290
Savant Capital
Illinois
$779K +$45.1K +213 +6%
CWA
1291
Canvas Wealth Advisors
Kansas
$779K +$779K +3,404 New
FPCP
1292
Fort Point Capital Partners
California
$774K -$74.2K -350 -9%
MFG
1293
Merit Financial Group
Georgia
$771K +$7.42K +35 +1%
SFG
1294
SageGuard Financial Group
Tennessee
$770K -$870K -4,132 -53%
SBSB
1295
Sullivan, Bruyette, Speros & Blaney
Virginia
$768K -$130K -612 -14%
CRI
1296
Colonial River Investments
Virginia
$767K -$77.5K -366 -9%
CAG
1297
Crestwood Advisors Group
Massachusetts
$767K -$19.3K -91 -2%
BWA
1298
Bordeaux Wealth Advisors
California
$764K – – –
SFSIG
1299
San Francisco Sentry Investment Group
California
$762K -$36K -170 -5%
LSV Asset Management
1300
LSV Asset Management
Illinois
$762K – – –
50 51
52
53 54