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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 %
LFG
1876
Larson Financial Group
Missouri
$44K +$13.1K +62 +42%
Nisa Investment Advisors
1877
Nisa Investment Advisors
Missouri
$43.9K -$10.1K -47,640 -19%
SWM
1878
Selective Wealth Management
Virginia
$43K -$63.5K -300 -60%
AWM
1879
Activest Wealth Management
Florida
$43K +$43K +204 New
WIM
1880
Westside Investment Management
California
$42.6K +$21.3K +690 +100%
APC
1881
Aspire Private Capital
North Carolina
$42K – – –
AWC
1882
Abundance Wealth Counselors
Pennsylvania
$42K +$42K +200 New
BAMG
1883
Brand Asset Management Group
Missouri
$41K – – –
LWA
1884
Lenox Wealth Advisors
New York
$40K -$12.8K -61 -24%
TCWA
1885
Ten Capital Wealth Advisors
Washington
$39K – – –
CH
1886
Canton Hathaway
Rhode Island
$37K – – –
CWA
1887
Clearview Wealth Advisors
Oregon
$36K -$18.6K -88 -34%
TC
1888
Trust Company
Kansas
$36K – – –
EP
1889
Elkhorn Partners
Nebraska
$36K +$36K +170 New
WWM
1890
Wagner Wealth Management
South Carolina
$36K +$36K +171 New
KFS
1891
Kelly Financial Services
Massachusetts
$35.4K +$27.1K +128 +328%
COCM
1892
Charter Oak Capital Management
New Hampshire
$35K – – –
MG
1893
MilWealth Group
Wisconsin
$35K +$35K +165 New
WLPWM
1894
Walled Lake Planning & Wealth Management
Illinois
$34K +$14.9K +70 +78%
PCA
1895
Providence Capital Advisors
North Carolina
$34K +$15.8K +75 +87%
FPW
1896
Flagship Private Wealth
Massachusetts
$32.8K – – –
SFMG
1897
Sage Financial Management Group
Virginia
$32K +$32K +150 New
CCA
1898
Column Capital Advisors
Indiana
$31K – – –
PCFFS
1899
Pacific Center for Financial Services
California
$31K – – –
WCM
1900
Wealthcare Capital Management
Virginia
$31K +$31K +146 New
74 75
76
77 78