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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 %
ICP
1526
Interchange Capital Partners
Pennsylvania
$405K -$25.2K -116 -6%
CCP
1527
Cardan Capital Partners
Colorado
$405K – – –
HR
1528
Hayden Royal
North Carolina
$405K +$20.7K +98 +5%
SAM
1529
Silvercrest Asset Management
New York
$405K +$29.4K +139 +8%
VC
1530
Veracity Capital
Georgia
$404K +$3.39K +16 +0.8%
CAM
1531
Cubic Asset Management
Massachusetts
$403K +$403K +1,900 New
CM
1532
Crestline Management
Texas
$403K +$403K +1,900 New
LIA
1533
LBMC Investment Advisors
Tennessee
$402K – – –
SC
1534
Saturna Capital
Washington
$399K +$29.7K +140 +8%
TCM
1535
Tradewinds Capital Management
Washington
$398K -$208K -983 -34%
PFBT
1536
Parkside Financial Bank & Trust
Missouri
$396K +$40.2K +190 +11%
MFG
1537
Magnus Financial Group
New York
$393K -$157K -743 -29%
PCM
1538
Palisade Capital Management
New Jersey
$392K -$31.8K -150 -8%
RPWA
1539
Regent Peak Wealth Advisors
Georgia
$392K -$31.3K -148 -7%
ICM
1540
Islay Capital Management
Texas
$391K +$372K +1,759 +1,999%
MAM
1541
Magellan Asset Management
Australia
$389K +$129K +610 +50%
BWAM
1542
Boyd Watterson Asset Management
Ohio
$388K -$522K -2,460 -57%
FCBT
1543
First Citizens Bank & Trust
North Carolina
$388K -$12.9K -61 -3%
FPS
1544
Fieldpoint Private Securities
Connecticut
$386K -$96.9K -457 -20%
CIP
1545
Convergence Investment Partners
Florida
$383K -$7.2K -34 -2%
FSA
1546
Fort Sheridan Advisors
Illinois
$383K -$635 -3 -0.2%
GWM
1547
GSB Wealth Management
Connecticut
$383K +$383K +1,810 New
HWA
1548
Heritage Wealth Advisors
Virginia
$382K +$45.6K +215 +14%
BL
1549
Balentine LLC
Georgia
$382K +$25.4K +120 +7%
AP
1550
Appleton Partners
Massachusetts
$381K -$29.7K -140 -7%
60 61
62
63 64