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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 %
OA
501
Oxbow Advisors
Texas
$12.8M +$341K +1,340 +3%
SSB
502
Sandy Spring Bank
Maryland
$12.8M +$395K +1,555 +3%
IM
503
Islet Management
New York
$12.7M -$12.7M -50,000 -50%
SCA
504
Stillwater Capital Advisors
Pennsylvania
$12.5M -$102K -403 -0.8%
NAMM
505
NorthStar Asset Management (Massachusetts)
Massachusetts
$12.5M +$136K +537 +1%
CIA
506
Covington Investment Advisors
Pennsylvania
$12.3M -$69.6K -274 -0.6%
AI
507
AXS Investments
New York
$12.3M +$12.3M +48,491 New
SFA
508
Sequoia Financial Advisors
Ohio
$12.3M +$8.42M +33,150 +219%
WSTAM
509
Wilbanks Smith & Thomas Asset Management
Virginia
$12.2M +$353K +1,391 +3%
GFA
510
Gifford Fong Associates
California
$12.1M – – –
CWM
511
Calamos Wealth Management
Illinois
$12.1M +$61K +240 +0.5%
EOJOAM
512
E. Ohman J:or Asset Management
Sweden
$12.1M +$966K +3,800 +9%
NMIMC
513
Northwestern Mutual Investment Management Company
Wisconsin
$12M -$81.6K -321 -0.7%
SRC
514
Shufro Rose & Co
New York
$11.9M -$148K -582 -1%
TCM
515
Thames Capital Management
New Jersey
$11.8M -$34.1K -134 -0.3%
AGP
516
Akaris Global Partners
New York
$11.8M +$1.14M +4,472 +11%
PIM
517
Progressive Investment Management
Oregon
$11.7M -$36.3K -143 -0.3%
PFS
518
Prospera Financial Services
Texas
$11.7M +$5.67M +22,324 +94%
CWP
519
CFM Wealth Partners
Texas
$11.5M +$597K +2,339 +5%
KIP
520
Kayak Investment Partners
California
$11.4M -$34.4M -135,301 -75%
EVM
521
Evelyn V. Moreno
$11.4M +$660K +2,597 +6%
BWFA
522
Baltimore-Washington Financial Advisors
Maryland
$11.3M +$513K +2,020 +5%
JIC
523
Johnson Investment Counsel
Ohio
$11.3M -$85.4K -336 -0.7%
AIM
524
Allen Investment Management
New York
$11.3M +$398K +1,565 +4%
BCMO
525
Buckingham Capital Management (Ohio)
Ohio
$11.3M -$462K -1,818 -4%
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