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Salesforce
CRM

Overview Fund Activity

2,339 hedge funds and large institutions have $195B invested in Salesforce in 2021 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 1,087 increasing their positions, 689 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
+172
Holders Change %
+7.94%
% of All Funds
36.12%
Holding in Top 10
112
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-28.66%
% of All Funds
1.73%
New
337
Increased
1,087
Reduced
689
Closed
131
Calls
$5.46B
Puts
$7.34B
Net Calls
-$1.87B
Net Calls Change
-$1.25B

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$1.04B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$643M
3
BlackRock
BlackRock
New York
+$454M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$451M
5
PI
Putnam Investments
Massachusetts
+$434M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$665M
2
GQG Partners
GQG Partners
Florida
-$587M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$449M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$344M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPC
401
Park Presidio Capital
California
$21.3M +$21.3M +83,830 New
DWM
402
Doyle Wealth Management
Florida
$21.2M +$143K +562 +0.7%
CCM
403
Chilton Capital Management
Texas
$21.1M +$1.29M +5,071 +6%
SAM
404
Securian Asset Management
Minnesota
$21.1M -$295K -1,159 -1%
BIM
405
Bridges Investment Management
Nebraska
$21M -$137K -540 -0.6%
BFS
406
Bradley Foster & Sargent
Connecticut
$21M +$284K +1,119 +1%
SG Americas Securities
407
SG Americas Securities
New York
$20.9M +$2.78M +10,930 +15%
Lido Advisors
408
Lido Advisors
California
$20.5M +$4.47M +17,577 +28%
PCMC
409
Paragon Capital Management (Colorado)
Colorado
$20.3M +$3.3K +13 +0%
CA
410
Cortland Associates
Missouri
$20.2M +$377K +1,482 +2%
MIA
411
MMBG Investment Advisors
Florida
$20.1M +$20.1M +78,919 New
OPERF
412
Oregon Public Employees Retirement Fund
Oregon
$20M +$110K +432 +0.6%
CTC (Chicago Trading Company)
413
CTC (Chicago Trading Company)
Illinois
$20M +$19.4M +76,374 +3,299%
KAS
414
Kestra Advisory Services
Texas
$20M -$78.8K -310 -0.4%
HFM
415
Harvest Fund Management
China
$20M +$126K +495 +0.6%
CA
416
Cetera Advisors
Colorado
$19.8M -$1.06M -4,154 -5%
NAM
417
NorthCrest Asset Manangement
Minnesota
$19.8M +$19.8M +77,956 New
BIM
418
Bridgecreek Investment Management
Oklahoma
$19.8M +$88.9K +350 +0.5%
JMFC
419
J.M. Forbes & Co
Massachusetts
$19.6M -$5.27M -20,722 -21%
Cerity Partners
420
Cerity Partners
New York
$19.5M +$1.29M +5,068 +7%
BVDMP
421
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$19.4M – – –
YC
422
Yarbrough Capital
Tennessee
$19.4M +$19.4M +76,168 New
OAG
423
Orbis Allan Gray
Bermuda
$19.2M – – –
IAIM
424
Industrial Alliance Investment Management
Quebec, Canada
$19.1M +$19.1M +75,300 New
HNB
425
Huntington National Bank
Ohio
$19M +$706K +2,778 +4%
15 16
17
18 19