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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.

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
1
Wellington Management Group
Massachusetts
$2.87B
2
Polen Capital Management
2
Polen Capital Management
Florida
$1.96B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$736M
4
Fidelity International
4
Fidelity International
Bermuda
$582M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$596M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$582M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$15B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$796M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$9.1B
5
Invesco
5
Invesco
Georgia
$515M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$15B +$63.3M +298,779 +0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$15B -$1.26B -5,949,169 -8%
BlackRock
3
BlackRock
New York
$13.8B -$70.4M -332,352 -0.5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$9.1B -$610M -2,877,162 -6%
State Street
5
State Street
Massachusetts
$8.62B +$32.8M +154,701 +0.4%
Morgan Stanley
6
Morgan Stanley
New York
$2.92B -$23.3M -110,196 -0.8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.87B +$654M +3,086,695 +30%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.8B +$38M +179,896 +1%
Nuveen Asset Management
9
Nuveen Asset Management
Illinois
$2.77B +$322M +1,521,335 +13%
Fisher Asset Management
10
Fisher Asset Management
Washington
$2.74B +$97.6M +460,821 +4%
Northern Trust
11
Northern Trust
Illinois
$2.68B +$47.3M +223,357 +2%
Bank of America
12
Bank of America
North Carolina
$2.48B -$45.4M -214,116 -2%
Norges Bank
13
Norges Bank
Norway
$2.14B +$40M +188,819 +2%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$2.02B -$54.9M -259,326 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.99B +$5.25M +24,778 +0.3%
Polen Capital Management
16
Polen Capital Management
Florida
$1.96B +$463M +2,186,033 +31%
Jennison Associates
17
Jennison Associates
New York
$1.75B -$364M -1,716,464 -17%
ClearBridge Investments
18
ClearBridge Investments
New York
$1.36B +$143M +674,798 +12%
UBS AM
19
UBS AM
Illinois
$1.26B +$101M +478,200 +9%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$1.21B -$87.1M -411,245 -7%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.15B -$8.13M -38,394 -0.7%
Baillie Gifford & Co
22
Baillie Gifford & Co
United Kingdom
$1.15B -$43.8M -206,524 -4%
Wells Fargo
23
Wells Fargo
California
$1.11B +$127M +600,716 +13%
AAMU
24
Amundi Asset Management US
Massachusetts
$1B +$231M +1,091,809 +30%
UBS Group
25
UBS Group
Switzerland
$993M +$53.7M +253,542 +6%
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