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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 %
SC
1601
Sierra Capital
Florida
$318K +$318K +1,500 New
WRM
1602
Weybosset Research & Management
Rhode Island
$313K – – –
JF
1603
JSF Financial
California
$313K +$11.9K +56 +4%
SBL
1604
Sargent Bickham Lagudis
Colorado
$312K -$22.7K -107 -7%
MCG
1605
MACRO Consulting Group
New Jersey
$312K +$32.2K +152 +12%
G
1606
Gainplan
Michigan
$309K +$41.1K +198 +15%
QCIG
1607
Quad-Cities Investment Group
Iowa
$309K +$309K +1,457 New
BWM
1608
Bulltick Wealth Management
Florida
$309K -$5.26M -24,843 -94%
PEA
1609
Pacific Edge Advisors
California
$307K – – –
TWA
1610
TCI Wealth Advisors
Arizona
$307K +$17.8K +84 +6%
FAM
1611
Formidable Asset Management
Ohio
$307K +$49.5K +229 +19%
TIAM2
1612
Tru Independence Asset Management 2
Oregon
$306K +$48.9K +231 +19%
JFA
1613
JNBA Financial Advisors
Minnesota
$305K +$7.85K +37 +3%
BTW
1614
Boston Trust Walden
Massachusetts
$304K – – –
CA
1615
Capital Advantage
California
$303K – – –
NIMI
1616
Natixis Investment Managers International
France
$303K +$55.6K +263 +22%
OPOWM
1617
One Plus One Wealth Management
Florida
$303K +$303K +1,429 New
CT
1618
Coastline Trust
Rhode Island
$301K -$97.5K -460 -24%
OC
1619
Oakworth Capital
Alabama
$301K -$9.52K -45 -3%
1W
1620
1776 Wealth
Georgia
$301K -$7.4K -35 -2%
TWP
1621
Tower Wealth Partners
Pennsylvania
$301K – – –
WAG
1622
Winthrop Advisory Group
Massachusetts
$300K +$31.8K +150 +12%
NIM
1623
Northeast Investment Management
Massachusetts
$300K +$58.3K +275 +24%
LIM
1624
Leavell Investment Management
Alabama
$300K +$300K +1,417 New
RIM
1625
Rockbridge Investment Management
New York
$297K +$20.9K +99 +8%
63 64
65
66 67