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Salesforce

2,067 hedge funds and large institutions have $224B invested in Salesforce in 2021 Q2 according to their latest regulatory filings, with 215 funds opening new positions, 945 increasing their positions, 683 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 105

48% more capital invested

Capital invested by funds: $151B → $224B (+$72.2B)

38% more repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 683

25% more funds holding in top 10

Funds holding in top 10: 80100 (+20)

4% more funds holding

Funds holding: 1,9842,067 (+83)

1.17% more ownership

Funds ownership: 77.66%78.83% (+1.2%)

18% less call options, than puts

Call options by funds: $6.08B | Put options by funds: $7.43B

Holders
2,067
Holders Change
+83
Holders Change %
+4.18%
% of All Funds
35.97%
Holding in Top 10
100
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+25%
% of All Funds
1.74%
New
215
Increased
945
Reduced
683
Closed
105
Calls
$6.08B
Puts
$7.43B
Net Calls
-$1.35B
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
WestEnd Advisors
North Carolina
$45.6B
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.4B +$69.1M +299,606 +0.4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$16.7B -$592M -2,570,664 -4%
BlackRock
4
BlackRock
New York
$14.9B -$945M -4,098,724 -6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$10.2B -$245M -1,063,462 -2%
State Street
6
State Street
Massachusetts
$10.1B +$163M +707,629 +2%
Morgan Stanley
7
Morgan Stanley
New York
$4.05B +$642M +2,787,393 +20%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$3.68B +$360M +1,560,874 +12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.35B +$115M +499,029 +4%
Fisher Asset Management
10
Fisher Asset Management
Washington
$3.28B +$108M +467,815 +4%
Northern Trust
11
Northern Trust
Illinois
$3.04B -$50M -217,022 -2%
Bank of America
12
Bank of America
North Carolina
$2.96B +$95.6M +414,654 +4%
N
13
Nuveen
North Carolina
$2.87B -$303M -1,313,565 -10%
Norges Bank
14
Norges Bank
Norway
$2.43B -$28.6M -124,005 -1%
Polen Capital Management
15
Polen Capital Management
Florida
$2.36B +$97M +420,672 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.35B +$53.6M +232,394 +2%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$2.24B -$85M -368,634 -4%
Jennison Associates
18
Jennison Associates
New York
$2.04B +$22M +95,530 +1%
ClearBridge Investments
19
ClearBridge Investments
New York
$1.64B +$60.3M +261,748 +4%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.35B +$21M +91,007 +2%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$1.34B -$51.8M -224,615 -4%
UBS AM
22
UBS AM
Illinois
$1.29B -$155M -674,317 -11%
Baillie Gifford & Co
23
Baillie Gifford & Co
United Kingdom
$1.26B -$59M -255,989 -5%
Goldman Sachs
24
Goldman Sachs
New York
$1.21B +$551M +2,391,133 +94%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$1.2B +$336M +1,455,783 +42%

CRM Hedge Fund Activity: Q2 2021 in Review

2,067 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2021, worth a combined $224B — up 48% from $151B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new CRM positions and 105 closed out — a net gain of 110 holders — while 945 added to existing stakes and 683 trimmed.

The largest buyer was AKRE Capital Management, opening a new position worth an estimated $645M. The largest seller was BlackRock, cutting an estimated $945M.

  • 2,067 institutional investors held Salesforce (CRM) as of Q2 2021, up from 1,984 in Q1 2021.
  • Funds reported $224B of Salesforce stock for Q2 2021, up 48% quarter-over-quarter.
  • 215 funds opened new Salesforce positions in Q2 2021 and 105 closed out, a net change of +110 holders.
  • The largest Salesforce buyer in Q2 2021 was AKRE Capital Management, an estimated $645M added.
  • The largest Salesforce seller in Q2 2021 was BlackRock, an estimated $945M sold.

Based on aggregated 13F filings for Q2 2021.