Salesforce
CRM
1,984 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, 971 increasing their positions, 651 reducing their positions, and 171 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 971 | Existing positions reduced: 651
8% more first-time investments, than exits
New positions opened: 184 | Existing positions closed: 171
0% less funds holding
Funds holding: 1,991 → 1,984 (-7)
2.74% less ownership
Funds ownership: 80.41% → 77.66% (-2.7%)
8% less capital invested
Capital invested by funds: $165B → $151B (-$13.6B)
10% less funds holding in top 10
Funds holding in top 10: 89 → 80 (-9)
17% less call options, than puts
Call options by funds: $5.95B | Put options by funds: $7.12B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$687M |
| 2 |
Polen Capital Management
Boca Raton,
Florida
|
+$487M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$444M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$411M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$370M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$1.34B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.32B |
| 3 |
JP Morgan Chase
New York
|
-$1.32B |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$641M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$384M |
CRM Hedge Fund Activity: Q1 2021 in Review
1,984 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2021, worth a combined $151B — down 8.3% from $165B a quarter earlier.
Buyers outnumbered sellers: 184 funds opened new CRM positions and 171 closed out — a net gain of 13 holders — while 971 added to existing stakes and 651 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $687M. The largest seller was Janus Henderson Group, cutting an estimated $1.34B.
- 1,984 institutional investors held Salesforce (CRM) as of Q1 2021, down from 1,991 in Q4 2020.
- Funds reported $151B of Salesforce stock for Q1 2021, down 8.3% quarter-over-quarter.
- 184 funds opened new Salesforce positions in Q1 2021 and 171 closed out, a net change of +13 holders.
- The largest Salesforce buyer in Q1 2021 was Wellington Management Group, an estimated $687M added.
- The largest Salesforce seller in Q1 2021 was Janus Henderson Group, an estimated $1.34B sold.
Based on aggregated 13F filings for Q1 2021.