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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 %
BC
1951
Barnett & Company
Tennessee
$5K – – –
EWM
1952
Elite Wealth Management
Washington
$4.83K +$1.9K +8,957 +65%
TFS
1953
TrustCore Financial Services
Tennessee
$4K -$83.8K -377 -95%
PG
1954
Proffitt & Goodson
Tennessee
$4K – – –
AIM
1955
Arcadia Investment Management
Michigan
$4K – – –
MIM
1956
Macroview Investment Management
Maryland
$4K +$235 +1 +6%
CIA
1957
CSat Investment Advisory
Michigan
$4K +$1.4K +7 +54%
PP
1958
Pacifica Partners
Canada
$4K +$4K +17 New
JIR
1959
James Investment Research
Ohio
$4K +$4K +17 New
SC
1960
Sawyer & Company
Massachusetts
$4K +$4K +20 New
LPARFS
1961
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$3.43K +$3.43K +16,200 New
FI
1962
FormulaFolio Investments
Michigan
$3K -$2.68M -12,056 Closed
ONST
1963
Old North State Trust
North Carolina
$3K -$2.57K -12 -46%
MFT
1964
Moisand Fitzgerald Tamayo
Florida
$3K – – –
JPLA
1965
Joseph P. Lucia & Associates
New York
$3K +$3K +13 New
LWA
1966
Lowe Wealth Advisors
Maryland
$2K – – –
DI
1967
Disciplined Investments
Oklahoma
$2K – – –
AMC
1968
Asset Management Corp
Illinois
$1.53K +$556 +2,625 +57%
BBHC
1969
Brown Brothers Harriman & Co
New York
$1.24K +$269 +1,270 +28%
FGAM
1970
Financial Gravity Asset Management
Texas
$1.11K +$503 +2,146 +84%
UFF
1971
USA Financial Formulas
Michigan
$1K -$1.69M -6,756 -100%
AFS
1972
Annapolis Financial Services
Maryland
$1K +$1K +5 New
MGIM
1973
M&G Investment Management
United Kingdom
$612 -$53 -251 -8%
TAM
1974
Tucker Asset Management
Colorado
$424 – – –
MIH
1975
Meitav Investment House
Israel
$222 -$501 -2,362 -69%
77 78
79
80 81