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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 %
WP
1701
WMS Partners
Maryland
$240K -$129K -608 -35%
TCPWM
1702
Traverso Chambers Private Wealth Management
California
$240K – – –
SMC
1703
Smith, Moore & Co
Missouri
$240K +$240K +1,131 New
MAG
1704
MRA Advisory Group
New Jersey
$238K -$1.27K -6 -0.5%
CGA
1705
Crescent Grove Advisors
Illinois
$238K +$238K +1,125 New
HWA
1706
HCR Wealth Advisors
California
$237K -$493K -2,330 -68%
PCM
1707
Poehling Capital Management
Wisconsin
$236K -$42.4K -200 -15%
CWA
1708
Clarity Wealth Advisors
California
$236K – – –
CWM
1709
Circle Wealth Management
New Jersey
$235K -$16.5K -78 -7%
RA
1710
RFG Advisory
Alabama
$235K +$10.2K +48 +5%
SNBOSD
1711
Security National Bank of So Dak
Iowa
$235K +$12.5K +59 +6%
LI
1712
LVZ Inc
Michigan
$234K +$43.3K +204 +23%
PAM
1713
Premier Asset Management
Illinois
$233K -$11.1M -52,357 -98%
SAM
1714
Strategy Asset Managers
California
$233K -$74.6K -352 -24%
ER
1715
Enlightenment Research
Florida
$233K +$233K +1,100 New
ISWM
1716
Independent Solutions Wealth Management
New York
$231K -$17K -80 -7%
JCM
1717
Janney Capital Management
Pennsylvania
$230K -$8.74M -41,262 -97%
ZIC
1718
ZWJ Investment Counsel
Georgia
$230K -$156K -733 -40%
LA
1719
LVW Advisors
New York
$229K -$69.9K -330 -23%
SHA
1720
Seneca House Advisors
Virginia
$229K +$229K +1,082 New
AP
1721
Arlington Partners
Alabama
$228K – – –
WDL
1722
Well Done LLC
Michigan
$228K +$44.7K +211 +24%
GHAM
1723
Gilman Hill Asset Management
Connecticut
$227K +$227K +1,072 New
SIC
1724
Samalin Investment Counsel
New York
$225K -$18K -85 -7%
LF
1725
Lantz Financial
Illinois
$225K +$34.4K +162 +18%
67 68
69
70 71