CRM icon

Salesforce
CRM

Overview Fund Activity

2,055 hedge funds and large institutions have $223B invested in Salesforce in 2021 Q2 according to their latest regulatory filings, with 215 funds opening new positions, 941 increasing their positions, 677 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+83
Holders Change %
+4.21%
% of All Funds
35.88%
Holding in Top 10
99
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+25.32%
% of All Funds
1.73%
New
215
Increased
941
Reduced
677
Closed
105
Calls
$6.08B
Puts
$7.43B
Net Calls
-$1.35B
Net Calls Change
-$175M

Top Buyers

1
ACM
AKRE Capital Management
Virginia
$684M
2
Morgan Stanley
Morgan Stanley
New York
$4.05B
3
Goldman Sachs
Goldman Sachs
New York
$1.21B
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$510M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.68B

Top Sellers

1
BlackRock
BlackRock
New York
$14.9B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$16.7B
3
Tiger Global Management
Tiger Global Management
New York
$94.7M
4
American Century Companies
American Century Companies
Missouri
$641M
5
SM
SB Management
United Arab Emirates
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
2076
Sowell Financial Services
Arkansas
– -$3.5M -16,068 Closed
TS
2077
Tamar Securities
California
– -$3.28M -15,497 Closed
FI
2078
Fosun International
China
– -$3.15M -15,000 Closed
NG
2079
NWK Group
California
– -$3.16M -14,925 Closed
CCM
2080
CAAS Capital Management
New York
– -$3.13M -14,768 Closed
BPM
2081
Blue Pool Management
Hong Kong
– -$3.07M -14,500 Closed
CM
2082
Caption Management
Oklahoma
– -$3.05M -14,400 Closed
LIA
2083
LS Investment Advisors
Michigan
– -$2.97M -14,015 Closed
MFM
2084
MD Financial Management
Ontario, Canada
– -$2.91M -13,713 Closed
DCM
2085
Donaldson Capital Management
Indiana
– -$2.81M -13,238 Closed
CC
2086
Claybrook Capital
Massachusetts
– -$2.45M -11,550 Closed
HT
2087
HAP Trading
New York
– -$2.36M -11,136 Closed
LHC
2088
Little House Capital
Massachusetts
– -$2.14M -10,098 Closed
CCMT
2089
CMT Capital Markets Trading
Germany
– -$2.01M -9,500 Closed
TCA
2090
Transcend Capital Advisors
New Jersey
– -$1.94M -9,158 Closed
FC
2091
Ferris Capital
Massachusetts
– -$1.85M -8,729 Closed
VF
2092
Virtu Financial
New York
– -$1.72M -8,108 Closed
PFT
2093
Providence First Trust
Arizona
– -$1.62M -7,656 Closed
MCM
2094
McKinley Capital Management
Alaska
– -$1.6M -7,572 Closed
NERM
2095
New England Research & Management
Illinois
– -$1.38M -6,500 Closed
MHS
2096
M Holdings Securities
Oregon
– -$1.25M -5,898 Closed
SP
2097
SWS Partners
Ohio
– -$1.24M -5,837 Closed
SRAM
2098
Spouting Rock Asset Management
Pennsylvania
– -$1.24M -5,836 Closed
CBT
2099
Capital Bank & Trust
California
– -$1.12M -5,300 Closed
OQS
2100
Occudo Quantitative Strategies
Florida
– -$1.09M -5,139 Closed
82 83
84
85 86