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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 %
SBWIC
2101
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$205K -919 Closed
FNB
2102
Farmers National Bank
Kentucky
– -$204K -918 Closed
FCFC
2103
First Citizens Financial Corp
Iowa
– -$204K -916 Closed
MAG
2104
Mayfair Advisory Group
Alabama
– -$203K -912 Closed
NWS
2105
Newport Wealth Strategies
California
– -$229K -910 Closed
AP
2106
Adero Partners
California
– -$203K -910 Closed
PIM
2107
Perpetual Investment Management
Australia
– -$202K -908 Closed
CCB
2108
Cutter & Co Brokerage
Missouri
– -$201K -905 Closed
SWM
2109
Sculati Wealth Management
Michigan
– -$200K -900 Closed
CCM
2110
Chiron Capital Management
Florida
– -$200K -900 Closed
TAM
2111
Taurus Asset Management
New York
– -$200K -898 Closed
CMBA
2112
C.M. Bidwell & Associates
Hawaii
– -$180K -810 Closed
SFG
2113
Sowa Financial Group
Rhode Island
– -$111K -500 Closed
D
2114
Diversified
Delaware
– -$112K -446 Closed
AW
2115
Avion Wealth
Texas
– -$87K -391 Closed
BSSFA
2116
Baron Silver Stevens Financial Advisors
Florida
– -$84K -378 Closed
SIAG
2117
Safeguard Investment Advisory Group
California
– -$82K -370 Closed
TI
2118
tru Independence
Oregon
– -$76 -342 Closed
EA
2119
Emerald Advisers
Pennsylvania
– -$75K -335 Closed
BWM
2120
Birchcreek Wealth Management
Ohio
– -$71K -320 Closed
VCG
2121
Vantage Consulting Group
Virginia
– -$70K -315 Closed
SIM
2122
Seaview Investment Managers
Florida
– -$62K -282 Closed
CYG
2123
Clean Yield Group
Vermont
– -$63K -281 Closed
CT
2124
Clearstead Trust
Maine
– -$57K -256 Closed
FWM
2125
FSA Wealth Management
Massachusetts
– -$56K -250 Closed
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