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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 %
AIC
1376
Ameritas Investment Company
Nebraska
$609K +$335K +1,583 +122%
TWM
1377
Tradition Wealth Management
Minnesota
$609K +$101K +476 +20%
WCM
1378
Whitener Capital Management
North Carolina
$607K +$21.2K +100 +4%
B
1379
Bellecapital
Switzerland
$607K +$415K +1,956 +215%
BFA
1380
Beaumont Financial Advisors
Massachusetts
$606K -$34.3K -162 -5%
OIA
1381
OneDigital Investment Advisors
Kansas
$605K -$128K -605 -17%
BOPW
1382
Brandywine Oak Private Wealth
Pennsylvania
$601K -$20.7K -98 -3%
FNBT
1383
FineMark National Bank & Trust
Florida
$597K +$102K +480 +21%
FB
1384
First Bancorp
Maine
$594K +$594K +2,804 New
OWA
1385
Octavia Wealth Advisors
Ohio
$594K +$594K +2,805 New
QI
1386
Qtron Investments
Massachusetts
$589K – – –
LJAC
1387
L.J. Altfest & Co
New York
$589K +$221K +1,041 +60%
HJMC
1388
Hellman Jordan Management Company
Massachusetts
$588K +$588K +2,776 New
RI
1389
Redwood Investments
Massachusetts
$587K -$1.06M -4,992 -64%
AF
1390
Advisornet Financial
Minnesota
$587K -$8.27K -39 -1%
PMA
1391
Prudent Man Advisors
Illinois
$587K +$15.3K +72 +3%
MG
1392
Mather Group
Illinois
$586K +$186K +879 +47%
OIM
1393
Oder Investment Management
California
$584K +$39.2K +185 +7%
CWM
1394
Cornerstone Wealth Management
Missouri
$583K +$104K +493 +22%
MS
1395
Mizuho Securities
Japan
$580K -$3.14M -14,847 -84%
FANJ
1396
Financial Architects (New Jersey)
New Jersey
$575K +$320K +1,511 +126%
LWAC
1397
Laurel Wealth Advisors (California)
California
$574K +$35.6K +168 +7%
AF
1398
Allworth Financial
California
$573K +$53K +250 +10%
SWA
1399
Stratos Wealth Advisors
Ohio
$572K +$45.6K +215 +9%
SFO
1400
Stokes Family Office
Louisiana
$567K +$567K +2,488 New
54 55
56
57 58