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Salesforce
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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 %
HIM
2026
Hotaling Investment Management
Pennsylvania
– -$1.74M -7,830 Closed
BCM
2027
Beck Capital Management
Texas
– -$1.53M -6,856 Closed
BEC
2028
Blue Edge Capital
Virginia
– -$1.37M -6,175 Closed
PRC
2029
Pearl River Capital
Michigan
– -$1.26M -5,650 Closed
SCM
2030
Stevens Capital Management
Pennsylvania
– -$1.15M -5,149 Closed
DAM
2031
Doheny Asset Management
California
– -$1.13M -5,093 Closed
WI
2032
Wafra Inc
New York
– -$1.06M -4,761 Closed
FWA
2033
FOCUS Wealth Advisors
Texas
– -$940K -4,225 Closed
AIM
2034
Axiom Investment Management
New York
– -$336 -4,014 Closed
AIC
2035
Argus Investors Counsel
New York
– -$893K -4,014 Closed
ICM
2036
Ionic Capital Management
New York
– -$890K -4,000 Closed
CL
2037
CIM LLC
New York
– -$891K -3,731 Closed
PM
2038
Parametrica Management
Hong Kong
– -$779K -3,500 Closed
AIA
2039
Angeles Investment Advisors
California
– -$660K -2,964 Closed
DA
2040
DCM Advisors
New York
– -$600K -2,695 Closed
MCC
2041
Malaga Cove Capital
California
– -$596K -2,693 Closed
BPM
2042
Bowling Portfolio Management
Ohio
– -$588K -2,641 Closed
WTB
2043
Washington Trust Bank
Washington
– -$522K -2,347 Closed
PIG
2044
Pantheon Investment Group
California
– -$510K -2,291 Closed
WMSA
2045
Weiss Multi-Strategy Advisers
New York
– -$509K -2,286 Closed
FMWA
2046
Forvis Mazars Wealth Advisors
Missouri
– -$502K -2,257 Closed
WA
2047
Wealth Advisors
California
– -$490K -2,200 Closed
VHAM
2048
Van Hulzen Asset Management
California
– -$465K -2,089 Closed
LFF
2049
Level Four Financial
Texas
– -$427K -1,921 Closed
CT
2050
Chicago Trust
Illinois
– -$422K -1,897 Closed
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