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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 %
BAMF
601
BI Asset Management Fondsmaeglerselskab
Denmark
$8.53M -$4.33M -17,038 -34%
PAM
602
Private Asset Management
California
$8.51M +$986K +3,879 +13%
BRWA
603
B. Riley Wealth Advisors
Florida
$8.5M +$895K +3,523 +12%
FG
604
Fiduciary Group
Georgia
$8.45M +$477K +1,876 +6%
HW
605
Hancock Whitney
Mississippi
$8.45M -$7.5M -29,499 -47%
GAM
606
Gotham Asset Management
New York
$8.45M +$4.71M +18,524 +126%
AAS
607
Avantax Advisory Services
Texas
$8.37M +$392K +1,541 +5%
FT
608
Fiduciary Trust
Massachusetts
$8.35M +$256K +1,008 +3%
CG
609
Cutler Group
California
$8.34M +$5.49M +21,618 +193%
MAM
610
Melqart Asset Management
United Kingdom
$8.31M -$39.4M -154,904 -83%
DHFB
611
Dixon Hubard Feinour & Brown
Virginia
$8.3M +$7.9M +31,099 +1,971%
CI
612
Carroll Investors
South Carolina
$8.3M +$8.3M +32,946 New
CCG
613
Cypress Capital Group
Florida
$8.27M -$59K -232 -0.7%
Capital Fund Management (CFM)
614
Capital Fund Management (CFM)
France
$8.24M +$8.24M +32,434 New
HIA
615
Harbor Investment Advisory
Maryland
$8.23M +$15.2K +60 +0.2%
AF
616
Alerus Financial
North Dakota
$8.23M +$221K +868 +3%
CFG
617
Cambridge Financial Group
Ohio
$8.22M +$122K +480 +2%
DJSG
618
D.J. St. Germain
Massachusetts
$8.21M +$235K +926 +3%
SWP
619
Stratos Wealth Partners
Ohio
$8.17M +$212K +833 +3%
ACI
620
Alpha Cubed Investments
California
$8.16M -$1.91M -7,515 -19%
TI
621
Tidal Investments
Wisconsin
$8.11M +$1.03M +4,035 +14%
KPWS
622
Kestra Private Wealth Services
Texas
$8.11M -$80.8K -318 -1%
CAPTRUST Financial Advisors
623
CAPTRUST Financial Advisors
North Carolina
$8.09M +$1.18M +4,658 +17%
BTWM
624
Baker Tilly Wealth Management
Wisconsin
$8.09M +$690K +2,715 +9%
EI
625
Ethic Inc
New York
$8M +$1.1M +4,337 +16%
23 24
25
26 27