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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 %
EC
1851
Estate Counselors
Wisconsin
$65K – – –
FMII
1852
Farmers & Merchants Investments Inc
Nebraska
$64K -$21.3K -100 -25%
BWM
1853
BerganKDV Wealth Management
Minnesota
$64K -$3.84K -18 -6%
PA
1854
Perennial Advisors
New York
$64K -$1.9K -9 -3%
FCMT
1855
Founders Capital Management (Texas)
Texas
$64K – – –
CTB
1856
Country Trust Bank
Illinois
$64K +$64K +300 New
BC
1857
Burleson & Co
California
$64K +$64K +302 New
LCM
1858
Logan Capital Management
Pennsylvania
$63K +$63K +298 New
Q
1859
QVR
California
$62K +$62K +294 New
ACA
1860
Atlas Capital Advisors
Wyoming
$58.1K -$111K -526 -66%
TI
1861
Truehand Inc
New Hampshire
$57K -$36.6K -172 -39%
IRC
1862
Investors Research Corp
Georgia
$57K – – –
HFM
1863
Hartford Financial Management
Connecticut
$54K – – –
KIG
1864
Kessler Investment Group
Indiana
$53K – – –
TVWM
1865
Tower View Wealth Management
Wisconsin
$52K -$2.11K -10 -4%
EIP
1866
Ellis Investment Partners
Pennsylvania
$52K – – –
HFS
1867
HBC Financial Services
Washington
$51.3K +$16.3K +70 +47%
RWG
1868
Regal Wealth Group
California
$51K – – –
SN
1869
Sittner & Nelson
Oregon
$49K +$2.13K +10 +5%
CHC
1870
City Holding Co
West Virginia
$48K – – –
VCM
1871
Vigilant Capital Management
Maine
$48K +$3.4K +16 +8%
EWA
1872
Evolution Wealth Advisors
Florida
$47K +$31.5K +150 +203%
CAC
1873
Certified Advisory Corp
Florida
$46K +$46K +216 New
PWM
1874
Prentice Wealth Management
New York
$45K +$45K +212 New
DAM
1875
Delta Asset Management
Tennessee
$44K +$1.9K +9 +5%
73 74
75
76 77