CRM icon

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
$2.87B
2
Polen Capital Management
Polen Capital Management
Florida
$1.96B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$736M
4
Fidelity International
Fidelity International
Bermuda
$582M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$596M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$582M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$15B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$796M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$9.1B
5
Invesco
Invesco
Georgia
$515M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
151
Baird Financial Group
Wisconsin
$88.1M -$2.78M -13,127 -3%
RP
152
Riverbridge Partners
Minnesota
$86.5M +$2.99M +14,121 +4%
Calamos Advisors
153
Calamos Advisors
Illinois
$85.8M +$2.02M +9,540 +2%
VOYA Investment Management
154
VOYA Investment Management
Georgia
$85.5M -$673K -3,178 -0.8%
Korea Investment Corp
155
Korea Investment Corp
South Korea
$84.9M -$27.7M -130,599 -25%
SEI Investments
156
SEI Investments
Pennsylvania
$83.8M -$26.4M -124,381 -24%
RCM
157
Rokos Capital Management
United Kingdom
$83.6M +$83.6M +393,703 New
Schroder Investment Management Group
158
Schroder Investment Management Group
United Kingdom
$83.4M -$12.8M -60,635 -13%
Public Sector Pension Investment Board (PSP Investments)
159
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$83M +$15.4M +72,530 +23%
AL
160
Appaloosa LP
New Jersey
$81.6M -$35M -165,000 -30%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$79.7M +$11.8M +55,721 +17%
Treasurer of the State of North Carolina
162
Treasurer of the State of North Carolina
North Carolina
$79.4M +$570K +2,690 +0.7%
Mitsubishi UFJ Asset Management
163
Mitsubishi UFJ Asset Management
Japan
$77.8M +$6.89M +32,503 +10%
HAM
164
Hyperion Asset Management
Australia
$77.4M -$1.57M -7,417 -2%
Nomura Asset Management
165
Nomura Asset Management
Japan
$76.6M +$9.36M +44,160 +14%
ProShare Advisors
166
ProShare Advisors
Maryland
$76.4M +$9.92M +46,809 +15%
TP
167
TenCore Partners
New York
$74.7M +$2.65M +12,500 +4%
PCA
168
Personal Capital Advisors
California
$73.7M +$1.58M +7,447 +2%
Luther King Capital Management (LKCM)
169
Luther King Capital Management (LKCM)
Texas
$72.8M +$7.12M +33,607 +11%
SOMRS
170
State of Michigan Retirement System
Michigan
$71.5M -$200K -945 -0.3%
Mariner
171
Mariner
Kansas
$71.5M +$6.22M +29,336 +10%
Handelsbanken Fonder
172
Handelsbanken Fonder
Sweden
$70.1M +$2.15M +10,147 +3%
Victory Capital Management
173
Victory Capital Management
Texas
$68.5M -$78M -368,181 -53%
VCM
174
Valiant Capital Management
California
$68.1M – – –
SO
175
STRS Ohio
Ohio
$66.9M -$3.25M -15,317 -5%
5 6
7
8 9