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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 %
BSW
1301
Buckingham Strategic Wealth
Missouri
$761K -$40.9K -193 -5%
IDBONY
1302
Israel Discount Bank of New York
New York
$757K -$208K -984 -22%
VFG
1303
V2 Financial group
Illinois
$757K -$172K -810 -18%
OL
1304
Optas LLC
Texas
$754K -$7.62K -36 -1%
SCP
1305
Shorepoint Capital Partners
Massachusetts
$754K +$314K +1,482 +71%
CIAS
1306
Capital Investment Advisory Services
North Carolina
$751K -$109K -514 -13%
GLA
1307
Great Lakes Advisors
Illinois
$751K -$82.9K -391 -10%
YIA
1308
YHB Investment Advisors
Connecticut
$751K – – –
HH
1309
Hilltop Holdings
Texas
$750K -$62.5K -295 -8%
GKWIM
1310
Gerber Kawasaki Wealth & Investment Management
California
$750K +$376K +1,777 +101%
SCI
1311
S&CO Inc
Massachusetts
$740K – – –
SFO
1312
Standard Family Office
South Dakota
$739K – – –
IAN
1313
Integrated Advisors Network
Texas
$736K +$312K +1,471 +73%
SSCA
1314
South Shore Capital Advisors
Massachusetts
$735K +$28.2K +133 +4%
SWA
1315
SOA Wealth Advisors
New York
$729K +$16.9K +80 +2%
SCM
1316
Southport Capital Management
Tennessee
$728K +$79.9K +377 +12%
CIC
1317
Carnegie Investment Counsel
Ohio
$726K +$98.5K +465 +16%
GEA
1318
Glen Eagle Advisors
New Jersey
$722K +$45.1K +213 +7%
SFPG
1319
Stonebridge Financial Planning Group
Florida
$721K -$45.7K -200 -6%
TFGT
1320
TS Financial Group (TSFG)
Illinois
$719K -$24.4K -115 -3%
RIA
1321
Realta Investment Advisors
Delaware
$718K -$126K -594 -15%
VWM
1322
Venturi Wealth Management
Texas
$718K -$48.1K -227 -6%
LAI
1323
Legal Advantage Investments
California
$716K +$26.5K +125 +4%
CFD
1324
Creative Financial Designs
Indiana
$713K +$23.3K +110 +3%
OFG
1325
Oxford Financial Group
Indiana
$710K -$2.54K -12 -0.4%
51 52
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