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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 %
CA
1426
Calton & Associates
Florida
$529K -$71.6K -338 -12%
BO
1427
BRR OpCo
Ohio
$528K +$528K +2,492 New
MTC
1428
McDaniel Terry & Co
Texas
$527K +$259K +1,224 +97%
CL
1429
CPWM LLC
Washington
$524K +$4.03K +19 +0.8%
OCM
1430
One Capital Management
California
$523K +$22.2K +105 +4%
FFC
1431
First Financial Corp
Indiana
$520K -$14.8K -70 -3%
RPCA
1432
Running Point Capital Advisors
California
$519K -$5.08K -24 -1%
KFI
1433
Key Financial Inc
Pennsylvania
$519K – – –
CA
1434
CGN Advisors
Kansas
$514K -$3.6K -17 -0.7%
TA
1435
TFG Advisers
Michigan
$509K +$14K +66 +3%
MTIM
1436
Marathon Trading Investment Management
Pennsylvania
$508K -$699K -3,300 -58%
HCM
1437
Harvey Capital Management
Florida
$508K +$21.2K +100 +4%
BBI
1438
Baxter Bros Inc
Connecticut
$507K +$507K +2,392 New
GJIC
1439
Gamble Jones Investment Counsel
California
$505K – – –
OPWM
1440
Oxinas Partners Wealth Management
Indiana
$500K -$28.8K -136 -5%
DJYG
1441
David J. Yvars Group
Florida
$498K -$27.5K -130 -5%
TVAMP
1442
Tennessee Valley Asset Management Partners
Tennessee
$498K +$114K +536 +30%
RWP
1443
RWA Wealth Partners
Massachusetts
$497K +$8.05K +38 +2%
KOMWMG
1444
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$497K +$60.8K +287 +14%
AFM
1445
Andesa Financial Management
Pennsylvania
$497K +$94.4K +446 +23%
ADL
1446
Asset Dedication LLC
California
$494K +$38.3K +179 +8%
AA
1447
Ancora Advisors
Ohio
$490K -$41.7K -197 -8%
CPW
1448
Catalyst Private Wealth
California
$490K +$10.6K +50 +2%
AWM
1449
Atticus Wealth Management
Florida
$489K -$305K -1,436 -38%
NF
1450
Nikulski Financial
Iowa
$488K +$58.2K +275 +14%
56 57
58
59 60