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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 %
AII
1626
AGF Investments Inc
Ontario, Canada
$296K -$523K -2,468 -64%
LWP
1627
Legacy Wealth Partners
California
$292K – – –
NP
1628
NorthRock Partners
Minnesota
$291K -$43.4K -205 -13%
BFA
1629
Beacon Financial Advisory
Ohio
$291K +$5.29K +25 +2%
SFG
1630
Sovereign Financial Group
Connecticut
$289K +$45.8K +216 +19%
CQS
1631
Credential Qtrade Securities
$288K -$85.6K -404 -23%
SG
1632
Somerset Group
Minnesota
$288K – – –
MFP
1633
Meridian Financial Partners
Virginia
$288K +$58.6K +257 +26%
POIA
1634
Pin Oak Investment Advisors
Texas
$286K +$14.6K +69 +5%
OBWG
1635
Onyx Bridge Wealth Group
New York
$285K +$285K +1,344 New
VNA
1636
Valley National Advisers
Pennsylvania
$284K -$1.27K -6 -0.4%
RIM
1637
Redwood Investment Management
Arizona
$284K +$76.2K +360 +37%
QTM
1638
qPULA Trading Management
New York
$283K -$98.5K -465 -26%
GAM
1639
Griffin Asset Management
New York
$283K +$283K +1,334 New
VC
1640
Veery Capital
Delaware
$282K -$11.4K -54 -4%
SQA
1641
Simon Quick Advisors
New Jersey
$282K – – –
RIS
1642
Retirement Income Solutions
Michigan
$282K – – –
HHGA
1643
Halbert Hargrove Global Advisors
California
$281K -$3.81K -18 -1%
FMC
1644
First Merchants Corp
Indiana
$281K +$281K +1,324 New
IGGA
1645
Iron Gate Global Advisors
Utah
$281K +$281K +1,330 New
GD
1646
Grandfield & Dodd
New York
$280K +$4.28K +20 +2%
AWE
1647
Avidian Wealth Enterprises
Texas
$279K -$31.3K -148 -10%
CCM
1648
Consolidated Capital Management
California
$279K +$424 +2 +0.2%
AIP
1649
Almanack Investment Partners
Pennsylvania
$279K +$279K +1,318 New
FFG
1650
Ford Financial Group
California
$279K +$279K +1,318 New
64 65
66
67 68