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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 %
GAG
626
Goodman Advisory Group
Massachusetts
$7.98M +$7.98M +31,412 New
WTC
627
WhitTier Trust Company
Nevada
$7.96M +$223K +877 +3%
ACM
628
AlphaCrest Capital Management
New York
$7.91M +$6.82M +26,827 +624%
SC
629
Sepio Capital
Utah
$7.9M -$170K -667 -2%
HLCM
630
Hickory Lane Capital Management
New York
$7.88M +$127K +500 +2%
CC
631
Codex Capital
New York
$7.87M -$419K -1,650 -5%
HCA
632
Harbor Capital Advisors
Illinois
$7.84M +$7.84M +30,866 New
PP
633
Paloma Partners
Connecticut
$7.73M +$7.73M +30,413 New
DBG
634
De Burlo Group
Massachusetts
$7.72M -$127K -500 -2%
WGCA
635
Wolf Group Capital Advisors
Virginia
$7.7M +$5.18M +20,382 +206%
CAM
636
Cozad Asset Management
Illinois
$7.67M -$357K -1,405 -4%
OHIS
637
Oak Harvest Investment Services
Texas
$7.62M +$106K +416 +1%
WB
638
Webster Bank
Connecticut
$7.61M -$221K -870 -3%
IA
639
IndexIQ Advisors
New York
$7.54M +$9.4K +37 +0.1%
SWM
640
Selective Wealth Management
Virginia
$7.54M +$512K +2,014 +7%
DCM
641
Dupont Capital Management
Delaware
$7.53M -$2.46M -9,686 -25%
OCAM
642
Onex Canada Asset Management
Ontario, Canada
$7.42M +$2.21M +8,710 +43%
CTI
643
Community Trust & Investment
Kentucky
$7.39M +$7.39M +29,072 New
JAM
644
Jupiter Asset Management
United Kingdom
$7.36M +$7.36M +28,848 New
ECU
645
Eisler Capital (UK)
United Kingdom
$7.33M +$5M +19,660 +214%
WSCM
646
Wellington Shields Capital Management
New York
$7.32M +$260K +1,023 +4%
FIM
647
FWL Investment Management
Texas
$7.32M +$261K +1,026 +4%
PFO
648
Pathstone Family Office
New Jersey
$7.31M +$1.22M +4,810 +20%
DADC
649
D.A. Davidson & Co
Montana
$7.29M +$1.39M +5,463 +24%
DY
650
Dowling & Yahnke
California
$7.27M -$46.8K -184 -0.6%
24 25
26
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