CRM icon

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
$2.87B
2
Polen Capital Management
Polen Capital Management
Florida
$1.96B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$736M
4
Fidelity International
Fidelity International
Bermuda
$582M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$596M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$582M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$15B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$796M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$9.1B
5
Invesco
Invesco
Georgia
$515M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
2001
Biondo Investment Advisors
Pennsylvania
– -$6.9M -30,986 Closed
Walleye Capital
2002
Walleye Capital
New York
– -$6.84K -30,713 Closed
FC
2003
FORA Capital
Florida
– -$6.48M -29,134 Closed
RCP
2004
Rothschild Capital Partners
New York
– -$5.29M -23,776 Closed
WCM
2005
Wisconsin Capital Management
Wisconsin
– -$5.16M -23,175 Closed
MAM
2006
Martingale Asset Management
Massachusetts
– -$4.94M -22,186 Closed
TEC
2007
Tiger Eye Capital
Tennessee
– -$4.92M -22,104 Closed
ACP
2008
Aviance Capital Partners
Florida
– -$4.61M -20,711 Closed
ADEF
2009
Adams Diversified Equity Fund
Maryland
– -$4.56M -20,500 Closed
MC
2010
Montag & Caldwell
Georgia
– -$4.49M -18,697 Closed
MCM
2011
Makena Capital Management
California
– -$3.92M -17,603 Closed
MAM
2012
Mastrapasqua Asset Management
Tennessee
– -$3.69M -16,558 Closed
QC
2013
Quadrature Capital
United Kingdom
– -$3.15M -14,144 Closed
JAMH
2014
Junson Asset Management (HK)
Hong Kong
– -$2.89M -13,000 Closed
MF
2015
Magnetar Financial
Illinois
– -$2.74M -12,331 Closed
LSA
2016
L & S Advisors
California
– -$2.58M -11,584 Closed
LC
2017
Longitude (Cayman)
Cayman Islands
– -$2.56M -11,500 Closed
FSCP
2018
Franklin Street Capital Partners
New York
– -$2.45M -11,000 Closed
RIA
2019
Regal Investment Advisors
Michigan
– -$2.37M -10,663 Closed
GIA
2020
Granite Investment Advisors
New Hampshire
– -$2.36M -10,615 Closed
RA
2021
Rational Advisors
New York
– -$2.34M -10,500 Closed
FIA
2022
FNY Investment Advisers
New York
– -$2.29M -10,301 Closed
TC
2023
TwinBeech Capital
New York
– -$2.26M -10,152 Closed
BBCM
2024
Boardman Bay Capital Management
New York
– -$2.23M -10,000 Closed
MS
2025
Maven Securities
Jersey
– -$1.89M -8,471 Closed
79 80
81
82 83