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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 %
SICM
1551
Sustainable Insight Capital Management
New York
$379K -$111K -524 -23%
SOW
1552
State of Wyoming
Wyoming
$379K +$379K +1,791 New
DWA
1553
Dougherty Wealth Advisers
Minnesota
$373K – – –
FA
1554
Financial Avengers
California
$373K – – –
MWM
1555
Mattern Wealth Management
Kansas
$371K -$1.06K -5 -0.3%
BDF
1556
Balasa Dinverno & Foltz
$370K -$44.8K -211 -11%
VC
1557
Vicus Capital
Pennsylvania
$370K +$41.3K +195 +13%
SIM
1558
Sonora Investment Management
Arizona
$365K +$5.3K +25 +1%
PWMG
1559
Prestige Wealth Management Group
New Jersey
$363K +$144K +678 +65%
FFG
1560
Frisch Financial Group
New York
$362K +$71.5K +338 +25%
MP
1561
McDonald Partners
Ohio
$362K +$89.5K +422 +33%
PIA
1562
Pinion Investment Advisors
Kansas
$361K +$33.2K +157 +10%
MIC
1563
Meridian Investment Counsel
California
$360K – – –
TSS
1564
Two Sigma Securities
New York
$359K -$341K -1,610 -49%
WA
1565
WBH Advisory
Maryland
$358K – – –
CC
1566
Caxton Corporation
New Jersey
$358K +$133K +626 +59%
UH
1567
Unigestion Holding
Switzerland
$355K -$2.05M -9,662 -85%
CMI
1568
Clare Market Investments
Texas
$354K -$64.6K -305 -15%
NFSG
1569
Newbridge Financial Services Group
Florida
$353K -$154K -725 -30%
ACM
1570
Advisors Capital Management
New Jersey
$353K +$4.23K +20 +1%
NJBEST
1571
New Jersey Better Educational Savings Trust
New Jersey
$351K -$199K -940 -36%
SWP
1572
Strategic Wealth Partners
Ohio
$350K -$377K -1,779 -52%
CWP
1573
Curated Wealth Partners
California
$350K -$101K -477 -22%
DL
1574
DOHJ LLC
Washington
$349K +$349K +1,648 New
MPPLM
1575
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$348K -$313K -2,175 -47%
61 62
63
64 65