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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 %
PFP
676
Pinnacle Financial Partners
Tennessee
$6.57M +$469K +1,844 +8%
CCP
677
Corient Capital Partners
California
$6.54M -$235K -925 -3%
MFAM
678
Motley Fool Asset Management
Virginia
$6.45M +$571K +2,246 +10%
GWSG
679
GPS Wealth Strategies Group
Colorado
$6.44M +$488K +1,920 +8%
AIM
680
Aigen Investment Management
New York
$6.42M +$6.42M +24,833 New
BJL
681
Brighton Jones LLC
Washington
$6.4M +$6.35K +25 +0.1%
IMRF
682
Illinois Municipal Retirement Fund
Illinois
$6.39M +$1.22M +4,814 +24%
SCM
683
Sitrin Capital Management
California
$6.38M +$24.7K +97 +0.4%
WF
684
WoodTrust Financial
Wisconsin
$6.37M +$281K +1,104 +5%
VFA
685
Valeo Financial Advisors
Indiana
$6.37M -$21.7K -243 -0.3%
MUAMU
686
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.35M – – –
ZCM
687
Ziegler Capital Management
Illinois
$6.32M -$412K -1,622 -6%
FFA
688
Fragasso Financial Advisors
Pennsylvania
$6.32M +$196K +773 +3%
RIA
689
RPG Investment Advisory
California
$6.3M +$168K +662 +3%
BP
690
BBR Partners
New York
$6.28M -$6.3M -24,810 -50%
PGFC
691
Peapack-Gladstone Financial Corp
New Jersey
$6.28M +$99.1K +390 +2%
SFI
692
Siemens Fonds Invest
Germany
$6.25M +$384K +1,503 +7%
AF
693
Arrow Financial
New York
$6.24M -$504K -1,982 -7%
EWM
694
Executive Wealth Management
Michigan
$6.22M +$194K +765 +3%
RCM
695
RNC Capital Management
California
$6.16M +$193K +761 +3%
HCA
696
Harbour Capital Advisors
Virginia
$6.15M +$18.6K +73 +0.3%
PWS
697
Peloton Wealth Strategists
Indiana
$6.14M -$408K -1,605 -6%
AW
698
ACG Wealth
Georgia
$6.13M -$2.16M -8,516 -26%
BZWA
699
Blue Zone Wealth Advisors
California
$6.12M +$50.3K +198 +0.8%
S
700
Surevest
California
$6.09M -$322K -1,267 -5%
26 27
28
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