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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 %
CCM
526
Covington Capital Management
California
$11.3M +$418K +1,643 +4%
Credit Agricole
527
Credit Agricole
France
$11.2M +$3.9M +15,348 +54%
SWM
528
Spire Wealth Management
Virginia
$11.1M +$1.14M +4,490 +11%
DAM
529
Deltec Asset Management
New York
$11.1M +$3.86M +15,200 +53%
WMC
530
Westwood Management Corporation
Illinois
$11.1M +$5.72M +22,524 +107%
IB
531
Iyo Bank
Japan
$11.1M +$11.1M +43,532 New
Kovitz Investment Group Partners
532
Kovitz Investment Group Partners
Illinois
$11M -$60.4M -237,698 -85%
CUAMC
533
China Universal Asset Management Company
China
$10.9M +$10.9M +43,000 New
KeyBank National Association
534
KeyBank National Association
Ohio
$10.9M -$15K -59 -0.1%
IAA
535
Independent Advisor Alliance
North Carolina
$10.9M +$765K +3,011 +8%
MC
536
Moors & Cabot
Massachusetts
$10.8M +$336K +1,321 +3%
PA
537
Parallel Advisors
California
$10.8M +$902K +3,550 +9%
AWM
538
AE Wealth Management
Kansas
$10.8M -$534K -2,101 -5%
EGM
539
Engineers Gate Manager
New York
$10.8M +$10.4M +41,006 +3,067%
SPC
540
Sigma Planning Corp
Michigan
$10.7M +$369K +1,452 +4%
CA
541
Cornerstone Advisors
North Carolina
$10.7M – – –
DWA
542
Douglass Winthrop Advisors
New York
$10.7M +$1.11M +4,366 +12%
RIL
543
Rothschild Investment LLC
Illinois
$10.6M +$110K +432 +1%
PCIA
544
Prime Capital Investment Advisors
Kansas
$10.6M +$1.99M +7,819 +23%
QP
545
Quilter Plc
United Kingdom
$10.5M -$1.88M -7,365 -15%
CTC
546
Central Trust Company
Missouri
$10.5M +$796K +3,134 +8%
KIA
547
KCM Investment Advisors
California
$10.4M +$13.2K +52 +0.1%
KA
548
Kintegral Advisory
New York
$10.4M – – –
ASN
549
Advisory Services Network
Georgia
$10.3M +$643K +2,530 +7%
KOCAA
550
Knights of Columbus Asset Advisors
Connecticut
$10.3M +$3.31M +13,041 +47%
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