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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 %
WPC
1676
Waters Parkerson & Co
Louisiana
$263K – – –
CWP
1677
Capital Wealth Planning
Florida
$263K +$126K +594 +92%
AUB
1678
Atlantic Union Bankshares
Virginia
$261K – – –
PCA
1679
Peddock Capital Advisors
Massachusetts
$260K – – –
CAM
1680
CenterStar Asset Management
Illinois
$260K -$2.3M – –
EWM
1681
Endurance Wealth Management
Rhode Island
$260K +$143K +677 +123%
OWA
1682
Opal Wealth Advisors
New York
$257K +$10.4K +49 +4%
FC
1683
Forte Capital
New York
$255K -$22.3K -105 -8%
CAM
1684
Crestone Asset Management
Colorado
$254K -$36K -170 -12%
AWM
1685
AllSquare Wealth Management
New York
$253K +$164K +775 +185%
P
1686
&Partners
Tennessee
$253K +$253K +1,195 New
SFI
1687
SPC Financial Inc
Maryland
$252K -$838K -3,960 -77%
QCM
1688
Quantinno Capital Management
New York
$252K -$205K -966 -45%
UAS
1689
United Asset Strategies
New York
$252K +$7.42K +35 +3%
TWP
1690
Treybourne Wealth Planners
Indiana
$250K -$4.45K -21 -2%
ETCM
1691
Evolutionary Tree Capital Management
Virginia
$250K – – –
MA
1692
MJP Associates
Connecticut
$249K -$79.9K -377 -24%
WP
1693
WealthPLAN Partners
Nebraska
$249K -$8.47K -39 -3%
FRA
1694
Front Row Advisors
California
$249K +$7.43K +35 +3%
FP
1695
Foundry Partners
Minnesota
$248K – – –
MSA
1696
Marino Stram & Associates
Massachusetts
$244K +$244K +1,152 New
CL
1697
Choreo LLC
Illinois
$242K -$57K -269 -19%
RF
1698
RHS Financial
California
$241K -$66.5K -314 -22%
CFN
1699
Cordasco Financial Network
Florida
$241K +$39.8K +188 +20%
EP
1700
EPIQ Partners
Minnesota
$240K -$255K -1,200 -51%
66 67
68
69 70