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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 %
AWCI
2051
Alpine Woods Capital Investors
New York
– -$401K -1,800 Closed
BFWA
2052
Benchmark Financial Wealth Advisors
Florida
– -$379K -1,703 Closed
DF
2053
Donoghue Forlines
Massachusetts
– -$366K -1,644 Closed
T
2054
TRUADVICE
Florida
– -$368K -1,639 Closed
SFP
2055
Sandbox Financial Partners
Maryland
– -$363K -1,629 Closed
OA
2056
Oxbow Advisors
Texas
– -$357K -1,606 Closed
CCM
2057
Community Capital Management
Florida
– -$356K -1,600 Closed
JCM
2058
JS Capital Management
New York
– -$356K -1,600 Closed
PL
2059
Plancorp LLC
Missouri
– -$352K -1,580 Closed
SW
2060
StrongBox Wealth
Missouri
– -$350K -1,574 Closed
DBRC
2061
D.B. Root & Company
Pennsylvania
– -$332K -1,495 Closed
CCG
2062
Capital CS Group
California
– -$268K -1,479 Closed
TFCP
2063
Twin Focus Capital Partners
Massachusetts
– -$321K -1,443 Closed
BW
2064
Bison Wealth
Georgia
– -$320K -1,437 Closed
SEP
2065
Southland Equity Partners
Missouri
– -$301K -1,352 Closed
MIA
2066
MainStreet Investment Advisors
Illinois
– -$296K -1,329 Closed
CFO
2067
Collective Family Office
Pennsylvania
– -$291K -1,306 Closed
RWA
2068
RGT Wealth Advisors
Texas
– -$290K -1,305 Closed
AC
2069
Apogem Capital
New York
– -$290K -1,303 Closed
WIA
2070
World Investment Advisors
California
– -$300K -1,250 Closed
UIA
2071
UBP Investment Advisors
Switzerland
– -$267K -1,200 Closed
DS
2072
DRW Securities
Illinois
– -$265K -1,191 Closed
MFS
2073
Madrona Financial Services
Washington
– -$261K -1,174 Closed
QC
2074
QCM Cayman
Texas
– -$261K -1,173 Closed
CBFP
2075
Cedar Brook Financial Partners
Ohio
– -$258K -1,160 Closed
81 82
83
84 85