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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 %
YWP
701
YorkBridge Wealth Partners
New York
$6.05M +$275K +1,081 +5%
RIM
702
Redpoint Investment Management
Australia
$6.04M +$116K +456 +2%
SAM
703
Shikiar Asset Management
New York
$6.03M +$3.81K +15 +0.1%
EWM
704
Elite Wealth Management
Washington
$6.03M -$760K -2,990 -11%
GH
705
GAM Holding
Switzerland
$6.02M -$25.7K -101 -0.4%
VF
706
Virtu Financial
New York
$6.01M +$5.48M +21,558 +1,024%
MLL
707
Moody Lynn & Lieberson
Massachusetts
$6.01M -$705K -2,775 -10%
LNWWM
708
Laird Norton Wetherby Wealth Management
California
$6.01M +$287K +1,128 +5%
TCOK
709
Trust Company of Kansas
Kansas
$5.98M +$295K +1,162 +5%
TCM
710
Twin Capital Management
Pennsylvania
$5.95M -$1.77M -6,980 -23%
FFWA
711
FRG Family Wealth Advisors
Washington
$5.94M -$567K -2,230 -9%
BFEC
712
Benjamin F. Edwards & Company
Missouri
$5.87M -$34.1K -134 -0.6%
VST
713
Van Strum & Towne
California
$5.86M +$44.5K +175 +0.8%
AP
714
Advisor Partners
California
$5.84M -$569K -2,237 -9%
SIC
715
Salem Investment Counselors
North Carolina
$5.84M +$110K +434 +2%
VAS
716
Vestmark Advisory Solutions
Massachusetts
$5.84M +$442K +1,741 +8%
SH
717
SeaTown Holdings
Singapore
$5.83M +$750K +2,950 +15%
AWM
718
Axxcess Wealth Management
California
$5.79M +$5.79M +22,794 New
WC
719
Whitney & Co
New York
$5.79M +$122K +479 +2%
AWMT
720
AAFMAA Wealth Management & Trust
North Carolina
$5.78M +$2.11M +8,305 +58%
BAM
721
Belpointe Asset Management
Nevada
$5.77M -$503K -1,979 -8%
AWS
722
AJ Wealth Strategies
New York
$5.76M -$96.3K -379 -2%
GLAM
723
Gardner Lewis Asset Management
Pennsylvania
$5.75M -$4.12M -16,201 -42%
ESCM
724
Echo Street Capital Management
New York
$5.68M +$5.21M +20,510 +1,113%
IWP
725
Icon Wealth Partners
Texas
$5.66M +$283K +1,114 +5%
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