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Salesforce
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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 %
IWA
1751
Intercontinental Wealth Advisors
Texas
$212K +$212K +999 New
SCA
1752
Sassicaia Capital Advisers
New York
$212K +$212K +1,000 New
PA
1753
PFG Advisors
Arizona
$211K -$12.1K -57 -5%
LCS
1754
Levin Capital Strategies
New York
$211K – – –
CCC
1755
Chelsea Counsel Company
California
$211K – – –
WA
1756
Waverly Advisors
Alabama
$211K +$211K +944 New
SAM
1757
Secure Asset Management
Michigan
$211K +$211K +994 New
CSA
1758
Cottage Street Advisors
Massachusetts
$210K -$212K -1,000 -50%
GA
1759
GFS Advisors
Texas
$209K -$21.2K -100 -9%
SIA
1760
Soltis Investment Advisors
Utah
$208K -$256K -1,212 -55%
LFA
1761
Legacy Financial Advisors
Kentucky
$208K -$24.3K -115 -10%
YMRC
1762
Yorktown Management & Research Company
Virginia
$208K +$208K +980 New
KWM
1763
Keebeck Wealth Management
Illinois
$207K +$207K +979 New
OWM
1764
Opes Wealth Management
California
$206K – – –
AWG
1765
Altus Wealth Group
Colorado
$206K +$99.4K +458 +93%
RRA
1766
Round Rock Advisors
Connecticut
$205K +$205K +967 New
RCA
1767
Ranch Capital Advisors
Florida
$204K -$61.7K -292 -23%
APG
1768
Abacus Planning Group
South Carolina
$204K +$204K +961 New
CBN
1769
Cadence Bank NA
Texas
$201K -$79.1K -373 -28%
UCMOK
1770
United Capital Management of KS
Kansas
$199K -$27.2K -128 -12%
ATC
1771
Adirondack Trust Company
New York
$199K +$107K +505 +117%
RFA
1772
Reilly Financial Advisors
California
$196K +$6.77K +32 +4%
TWP
1773
TFO Wealth Partners
Ohio
$189K +$189K +890 New
NIM
1774
NuWave Investment Management
New Jersey
$187K -$651K -3,068 -78%
FWM
1775
Focused Wealth Management
New York
$180K +$29.5K +139 +20%
69 70
71
72 73