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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 %
PNC
1326
Park National Corp
Ohio
$706K +$285K +1,344 +68%
RSWM
1327
Robertson Stephens Wealth Management
California
$703K +$388K +1,834 +124%
HB
1328
Homrich & Berg
Georgia
$702K +$1.06K +5 +0.2%
GSWM
1329
Golden State Wealth Management
California
$701K -$205K -967 -23%
CP
1330
Camelot Portfolios
Ohio
$699K +$254K +1,201 +57%
TIA
1331
Trust Investment Advisors
Indiana
$693K -$9.12K -43 -1%
CAG
1332
Csenge Advisory Group
Florida
$692K -$208K -901 -23%
ICM
1333
IMS Capital Management
Oregon
$688K +$688K +3,249 New
TWI
1334
Thomas White International
Illinois
$684K -$157K -740 -19%
HI
1335
Hoey Investments
Pennsylvania
$678K -$136K -642 -17%
TF
1336
TLWM Financial
Texas
$677K +$23.1K +109 +4%
HPWM
1337
Highland Private Wealth Management
Washington
$676K +$36.2K +171 +6%
BWP
1338
BSW Wealth Partners
Colorado
$669K +$96.9K +457 +17%
SS
1339
Simplicity Solutions
Minnesota
$666K -$4.93M -23,247 -88%
MFA
1340
Mayflower Financial Advisors
Massachusetts
$666K -$222K -1,048 -25%
RWA
1341
Ropes Wealth Advisors
Massachusetts
$666K +$14.5K +67 +2%
MCC
1342
Money Concepts Capital
Florida
$664K -$40.4K -191 -6%
RFO
1343
RiverGlades Family Offices
Florida
$662K -$43.4K -205 -6%
OIA
1344
Optimum Investment Advisors
Illinois
$662K -$24.4K -115 -4%
CA
1345
Claro Advisors
Massachusetts
$661K +$263K +1,242 +66%
LC
1346
Lindbrook Capital
California
$660K -$124K -584 -16%
LWP
1347
Lumature Wealth Partners
Georgia
$660K +$269K +1,272 +69%
GTAM
1348
Global Trust Asset Management
Florida
$659K +$1.27K +6 +0.2%
FFS
1349
Founders Financial Securities
Maryland
$659K +$101K +478 +18%
VLC
1350
Van Leeuwen & Company
New Jersey
$657K -$2.93M -13,802 -82%
52 53
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