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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 %
NR
2126
Newfound Research
Massachusetts
– -$55K -245 Closed
CDIA
2127
Capital Directions Investment Advisors
Georgia
– -$46K -208 Closed
AS
2128
Altshuler Shaham
Israel
– -$39K -176 Closed
CWM
2129
Curi Wealth Management
North Carolina
– -$36K -163 Closed
LGA
2130
Lebenthal Global Advisors
New York
– -$28K -130 Closed
MSFP
2131
Mark Sheptoff Financial Planning
Connecticut
– -$22K -100 Closed
HGWM
2132
Harvest Group Wealth Management
Massachusetts
– -$11K -48 Closed
PS
2133
Planned Solutions
California
– -$7K -30 Closed
IA
2134
Inspire Advisors
Idaho
– -$6K -28 Closed
BHWM
2135
Bay Harbor Wealth Management
Maryland
– -$5K -22 Closed
KCM
2136
Kathmere Capital Management
Pennsylvania
– -$5K -21 Closed
DCM
2137
Disciplina Capital Management
Tennessee
– -$3.78K -17 Closed
HWM
2138
HighMark Wealth Management
Minnesota
– -$3K -14 Closed
DTIM
2139
Danda Trouve Investment Management
Kansas
– -$2K -10 Closed
VRM
2140
Vectors Research Management
New York
– -$2K -9 Closed
MCM
2141
McMillion Capital Management
North Carolina
– -$2K -7 Closed
NC
2142
NewSquare Capital
Pennsylvania
– -$1K -6 Closed
BWA
2143
Burt Wealth Advisors
Maryland
– -$1K -5 Closed
BIP
2144
Blueprint Investment Partners
North Carolina
– -$209 -1 Closed
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