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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 %
GWS
1801
Glassman Wealth Services
Virginia
$120K -$53.2K -252 -31%
DOA
1802
D'Orazio & Associates
Virginia
$120K +$120K +568 New
SLF
1803
Sun Life Financial
Ontario, Canada
$117K +$2.53K +12 +2%
JFGIW
1804
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K -$95.2K -449 -45%
LWM
1805
Liberty Wealth Management
California
$116K – – –
IFAM
1806
Institutional & Family Asset Management
Colorado
$115K -$23.1K -109 -17%
Kayne Anderson Rudnick Investment Management
1807
Kayne Anderson Rudnick Investment Management
California
$115K +$31K +147 +37%
FCFS
1808
First Command Financial Services
Texas
$115K +$63.8K +300 +124%
FCB
1809
First Command Bank
Texas
$115K +$63.8K +300 +124%
DWP
1810
Destiny Wealth Partners
Florida
$114K +$4.46K +21 +4%
BCP
1811
Blue Chip Partners
Michigan
$112K +$112K +530 New
MCM
1812
Manchester Capital Management
Vermont
$111K -$16.5K -78 -13%
RCG
1813
Rock Creek Group
District of Columbia
$109K +$54.8K +259 +101%
GAM
1814
GVO Asset Management
Switzerland
$107K +$107K +503 New
VC
1815
Vestor Capital
Illinois
$106K – – –
HRC
1816
Hoertkorn Richard Charles
$106K – – –
CWM
1817
Cedar Wealth Management
California
$104K +$99.8K +472 +2,360%
CA
1818
Crewe Advisors
Utah
$102K – – –
PO
1819
Private Ocean
California
$102K +$70.3K +331 +222%
HDIM
1820
Hanson & Doremus Investment Management
Vermont
$99K +$3.19K +15 +3%
MWM
1821
Mascoma Wealth Management
New Hampshire
$99K +$99K +467 New
CFO
1822
CVA Family Office
Colorado
$98K +$96.1K +455 +5,056%
CB
1823
Community Bank
New York
$96K +$29.6K +140 +45%
TLCM
1824
Twin Lakes Capital Management
California
$95K +$95K +448 New
EFSCE
1825
Enterprise Financial Services Corp (EFSC)
Missouri
$92K +$2.12K +10 +2%
71 72
73
74 75