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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 %
CAM
1501
Close Asset Management
United Kingdom
$424K +$424K +1,998 New
PL
1502
Parthenon LLC
Kentucky
$424K +$424K +2,000 New
OGC
1503
Oak Grove Capital
New Hampshire
$424K +$424K +2,000 New
BGDI
1504
BW Gestao de Investimentos
Brazil
$424K +$424K +2,000 New
RM
1505
Resource Management
Louisiana
$423K +$423K +1,997 New
CF
1506
Copperwynd Financial
Arizona
$422K +$109K +516 +35%
HIP
1507
HUB Investment Partners
Texas
$422K +$182K +858 +76%
FNBOH
1508
First National Bank of Hutchinson
Kansas
$421K -$123K -579 -23%
GAMC
1509
Garner Asset Management Corp
Texas
$421K -$12.7K -60 -3%
PB
1510
Pinnacle Bancorp
Nebraska
$421K +$28.4K +134 +7%
NAM
1511
North American Management
Massachusetts
$420K – – –
FQ
1512
First Quadrant
California
$418K +$59.1K +279 +16%
VBCG
1513
Valley Brook Capital Group
Pennsylvania
$417K +$234K +1,089 +128%
FFN
1514
Focus Financial Network
Minnesota
$417K -$228K -1,078 -35%
DC
1515
DeDora Capital
California
$414K -$112K -530 -21%
JGIA
1516
Jackson Grant Investment Advisers
Connecticut
$414K +$273K +1,290 +194%
PAMP
1517
Polar Asset Management Partners
Ontario, Canada
$413K -$18M -85,099 -98%
GF
1518
Gabelli Funds
New York
$413K +$196K +925 +90%
CG
1519
Cutler Group
California
$411K -$5.14M -24,253 -93%
CWM
1520
Connecticut Wealth Management
Connecticut
$411K +$39.6K +187 +11%
VSWA
1521
Vontobel Swiss Wealth Advisors
Switzerland
$411K +$45.5K +215 +12%
BWP
1522
Baldwin Wealth Partners
Massachusetts
$411K +$84.7K +400 +26%
GTCM
1523
Gyon Technologies Capital Management
New Jersey
$411K +$176K +832 +75%
HCA
1524
Hyperion Capital Advisors
New York
$410K – – –
GLA
1525
Good Life Advisors
Pennsylvania
$410K +$161K +762 +64%
59 60
61
62 63