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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 %
SAM
1451
Sequent Asset Management
Texas
$487K -$17K -80 -3%
PA
1452
Parkside Advisors
California
$487K – – –
GSBTD
1453
Glenview State Bank Trust Department
Illinois
$487K – – –
GSC
1454
G&S Capital
Colorado
$485K -$188K -889 -28%
SHWM
1455
Silicon Hills Wealth Management
Texas
$485K +$57K +269 +13%
IA
1456
IFG Advisory
Georgia
$481K +$66.6K +315 +16%
KP
1457
Keel Point
Alabama
$480K -$10.8K -51 -2%
DIM
1458
Delta Investment Management
California
$478K -$227K -1,072 -32%
WOC
1459
West Oak Capital
California
$476K +$44.5K +210 +10%
WCM
1460
WealthBridge Capital Management
Ohio
$475K +$8.06K +38 +2%
Fayez Sarofim & Co
1461
Fayez Sarofim & Co
Texas
$475K +$15.3K +72 +3%
HCM
1462
Hengehold Capital Management
Ohio
$474K +$847 +4 +0.2%
KPW
1463
Kore Private Wealth
New York
$473K +$31.2K +147 +7%
TYCC
1464
Texas Yale Capital Corp
Florida
$471K +$12.7K +60 +3%
PCM
1465
Penserra Capital Management
California
$471K +$76K +359 +19%
SP
1466
Symmetry Partners
Connecticut
$470K -$520K -2,452 -53%
EP
1467
Eudaimonia Partners
Tennessee
$470K -$13.8K -65 -3%
EI
1468
Ellevest Inc
New York
$470K +$17.6K +83 +4%
CF
1469
Clarity Financial
Texas
$467K -$3.93M -18,564 -89%
XF
1470
XML Financial
Maryland
$467K +$9.53K +45 +2%
EMG
1471
ETF Managers Group
New Jersey
$466K +$61.7K +294 +15%
GCP
1472
GSA Capital Partners
United Kingdom
$465K +$465K +2,193 New
SSWM
1473
Smith Salley Wealth Management
North Carolina
$464K -$39.9K -188 -8%
DHFB
1474
Dixon Hubard Feinour & Brown
Virginia
$464K +$274K +1,201 +144%
MCA
1475
Magnolia Capital Advisors
Mississippi
$461K +$461K +2,178 New
57 58
59
60 61