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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 %
WA
1351
WP Advisors
California
$657K +$657K +3,100 New
SCG
1352
Sonata Capital Group
Washington
$654K -$42.4K -200 -6%
MCCP
1353
Mission Creek Capital Partners
California
$654K +$31.4K +148 +5%
CPA
1354
Clear Perspective Advisors
Illinois
$647K +$38.8K +183 +6%
WWP
1355
Waypoint Wealth Partners
California
$646K +$318K +1,502 +97%
GT
1356
Glenview Trust
Kentucky
$645K +$635 +3 +0.1%
JWS
1357
Juncture Wealth Strategies
Arizona
$643K -$263K -1,253 -29%
SIA
1358
SkyView Investment Advisors
New Jersey
$641K +$297K +1,400 +86%
SAS
1359
Stelac Advisory Services
New York
$638K -$68K -321 -10%
SWA
1360
SFMG Wealth Advisors
Texas
$638K +$280K +1,323 +78%
LCM
1361
LCM Capital Management
Illinois
$636K -$25.8K -122 -4%
ICA
1362
Infrastructure Capital Advisors
New York
$636K +$424K +2,000 +200%
ST
1363
Smithfield Trust
Pennsylvania
$634K -$78.3K -369 -11%
SWA
1364
Sax Wealth Advisors
New Jersey
$632K +$159K +752 +34%
AA
1365
Argent Advisors
Louisiana
$628K +$59.3K +280 +10%
BS
1366
Boenning & Scattergood
Pennsylvania
$628K +$64K +302 +11%
CFA
1367
Cahill Financial Advisors
Minnesota
$622K – – –
RB
1368
Renasant Bank
Mississippi
$622K +$78K +368 +14%
9WM
1369
9258 Wealth Management
Ohio
$621K -$61.8K -292 -9%
ECG
1370
Edge Capital Group
Georgia
$618K +$68.4K +323 +12%
SC
1371
Shay Capital
New York
$617K +$617K +2,912 New
MFG
1372
Menard Financial Group
Texas
$615K -$33.5K -158 -5%
BCA
1373
Berman Capital Advisors
Georgia
$613K +$109K +515 +22%
FHC
1374
First Heartland Consultants
Missouri
$611K +$397K +1,876 +186%
MA
1375
MUFG Americas
New York
$610K -$5.3K -25 -0.9%
53 54
55
56 57