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Salesforce
CRM

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
+$654M
2
Polen Capital Management
Polen Capital Management
Florida
+$463M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$422M
4
Fidelity International
Fidelity International
Bermuda
+$391M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$352M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.28B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.26B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.25B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$610M
5
Invesco
Invesco
Georgia
-$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
201
Arizona State Retirement System
Arizona
$54.3M -$1.3M -6,140 -2%
BC
202
Bartlett & Co
Ohio
$53.8M +$8M +37,743 +17%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$53.8M +$8M +37,743 +17%
TPI
204
Tesco Pension Investment
United Kingdom
$53.5M – – –
Macquarie Group
205
Macquarie Group
Australia
$53.3M -$6.08M -28,683 -10%
Osaic Holdings
206
Osaic Holdings
Arizona
$53.2M -$312K -1,473 -0.6%
State of Tennessee, Department of Treasury
207
State of Tennessee, Department of Treasury
Tennessee
$53.2M -$11.6M -54,725 -18%
GC
208
Guggenheim Capital
Illinois
$53M +$2.75M +12,980 +5%
AQR Capital Management
209
AQR Capital Management
Connecticut
$52.6M -$933K -4,417 -2%
Holocene Advisors
210
Holocene Advisors
New York
$50.9M +$50.9M +240,127 New
FA
211
FDx Advisors
Illinois
$50.3M +$13.5M +63,806 +37%
OAM
212
Oppenheimer Asset Management
New York
$50.3M +$6.41M +30,254 +15%
AAM
213
Ardevora Asset Management
United Kingdom
$49.9M -$424K -2,000 -0.8%
RCW
214
Rheos Capital Works
Japan
$49.6M – – –
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$49.4M +$4.74M +22,351 +11%
Teacher Retirement System of Texas
216
Teacher Retirement System of Texas
Texas
$49.4M -$5.91M -27,889 -11%
TCM
217
Tran Capital Management
California
$49.3M +$11.9M +55,941 +32%
Brown Advisory
218
Brown Advisory
Maryland
$49.2M -$6.98M -32,961 -12%
GIA
219
Gateway Investment Advisers
Ohio
$48.4M -$14.6M -68,781 -23%
BS
220
Banco Santander
Spain
$48.4M +$8.11M +38,281 +20%
HIIFS
221
Harel Insurance Investments & Financial Services
Israel
$48.3M +$904K +3,748 +2%
Bank of Nova Scotia
222
Bank of Nova Scotia
Ontario, Canada
$47.8M +$3.83M +18,073 +9%
Janney Montgomery Scott
223
Janney Montgomery Scott
Pennsylvania
$47.3M +$6.28M +29,663 +15%
BPCE
224
Bank Pictet & Cie (Europe)
Germany
$47.3M +$14.4M +67,887 +44%
RC
225
RV Capital
Switzerland
$46.5M +$46.5M +219,513 New
7 8
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