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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 %
BAAM
1651
Baker Avenue Asset Management
California
$279K +$279K +1,318 New
GGS
1652
Galvin Gaustad & Stein
Arizona
$279K +$279K +1,319 New
PCG
1653
Private Capital Group
Connecticut
$278K -$304K -1,433 -52%
LNB
1654
Ledyard National Bank
$278K -$4.23K -20 -1%
MSR
1655
Main Street Research
Connecticut
$277K -$171K -806 -38%
KA
1656
Klingman & Associates
New York
$276K +$276K +1,304 New
IIC
1657
Integrated Investment Consultants
Michigan
$275K +$1.49K +7 +0.5%
JWM
1658
Jeppson Wealth Management
California
$275K +$50.4K +238 +22%
MA
1659
MONECO Advisors
Connecticut
$275K +$275K +1,297 New
PP
1660
PDS Planning
Ohio
$274K +$24.1K +114 +10%
CHA
1661
Cooper/Haims Advisors
New York
$274K +$47.7K +225 +21%
BB
1662
Busey Bank
Illinois
$272K -$10.6K -50 -4%
PHS
1663
Pekin Hardy Strauss
Illinois
$272K +$31.8K +150 +13%
PMFA
1664
Plante Moran Financial Advisors
Michigan
$271K +$150K +706 +123%
HIC
1665
Holderness Investments Company
North Carolina
$270K – – –
PP
1666
Pegasus Partners
Wisconsin
$270K +$47K +222 +21%
RGC
1667
Roberts, Glore & Co
Illinois
$269K +$43.2K +204 +19%
NPA
1668
Nichols & Pratt Advisers
Massachusetts
$268K – – –
NGA
1669
Naples Global Advisors
Florida
$268K +$10.6K +50 +4%
JIC
1670
Joel Isaacson & Co
New York
$268K +$53K +250 +25%
EGM
1671
Engineers Gate Manager
New York
$267K -$2.2M -10,417 -89%
TWM
1672
Triton Wealth Management
Arizona
$267K -$6.83K -31 -2%
DDC
1673
DF Dent & Co
Maryland
$267K +$29.3K +138 +12%
DA
1674
DCF Advisers
Connecticut
$265K +$53K +250 +25%
PFG
1675
PAX Financial Group
Texas
$263K -$41.4K -195 -14%
65 66
67
68 69