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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 %
NCM
576
Novare Capital Management
North Carolina
$9.28M +$175K +689 +2%
M
577
MOTCO
Texas
$9.18M -$129K -507 -1%
HCMT
578
Highland Capital Management (Tennessee)
Tennessee
$9.14M +$712K +2,801 +8%
PCA
579
Private Capital Advisors
Connecticut
$9.13M +$9.13M +35,928 New
BHB
580
Bank Hapoalim BM
Israel
$9.06M -$19.1K -75 -0.2%
AAF
581
Andra AP-fonden
Sweden
$9.05M +$1.37M +5,400 +18%
ECM
582
Exchange Capital Management
Michigan
$9.01M +$132K +520 +1%
FSCM
583
First Sabrepoint Capital Management
Texas
$8.9M -$3.81M -15,000 -30%
MIC
584
Means Investment Company
Maine
$8.85M -$52.9K -208 -0.6%
FVWA
585
Foster Victor Wealth Advisors
South Carolina
$8.84M +$614K +2,581 +7%
MMC
586
Mizuho Markets Cayman
Cayman Islands
$8.84M +$6.49M +25,545 +277%
SC
587
Scholtz & Company
Connecticut
$8.83M +$50.1K +197 +0.6%
SPIO
588
Seven Post Investment Office
California
$8.8M – – –
BPA
589
Beacon Pointe Advisors
California
$8.77M -$8.06M -31,733 -48%
TCOV
590
Trust Company of Vermont
Vermont
$8.77M +$134K +528 +2%
OPS
591
Orion Portfolio Solutions
Nebraska
$8.76M +$742K +2,918 +9%
KCM
592
Karp Capital Management
California
$8.74M +$1.11M +4,357 +15%
DA
593
Dash Acquisitions
California
$8.72M +$1.89M +7,433 +28%
KWILP
594
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.7M +$5.61M +22,084 +181%
CSS
595
Cubist Systematic Strategies
Connecticut
$8.69M +$3.11M +12,245 +56%
PC
596
Permanens Capital
New York
$8.66M – – –
HVIA
597
Hudson Valley Investment Advisors
New York
$8.64M +$303K +1,192 +4%
RJT
598
Raymond James Trust
Florida
$8.64M +$290K +1,141 +3%
BCAM
599
Boston Common Asset Management
Massachusetts
$8.57M -$170K -670 -2%
NLGIA
600
Nippon Life Global Investors Americas
New York
$8.56M -$475K -1,870 -5%
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