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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 %
MM
726
Meridian Management
Arkansas
$5.63M +$4.32K +17 +0.1%
RCM
727
RB Capital Management
Nevada
$5.61M +$28.7K +113 +0.5%
OSIA
728
O'Shares Investment Advisers
Massachusetts
$5.6M -$1.55M -6,101 -22%
AUB
729
Atlantic Union Bankshares
Virginia
$5.6M +$715K +2,815 +15%
MHC
730
Meyer Handelman Company
New York
$5.59M -$272K -1,072 -5%
CI
731
Cigna Investments
Connecticut
$5.59M -$1.94M -7,623 -26%
MWM
732
Marietta Wealth Management
Georgia
$5.57M +$50.1K +197 +0.9%
VVP
733
Venture Visionary Partners
Ohio
$5.54M +$112K +439 +2%
CIM
734
Chapman Investment Management
California
$5.49M +$200K +786 +4%
CG
735
Colony Group
Massachusetts
$5.48M +$245K +963 +5%
WAM
736
Wolverine Asset Management
Illinois
$5.48M -$1.37M -5,404 -20%
LFRG
737
Lazard Frères Gestion
France
$5.43M +$194K +763 +4%
SAM
738
Sabadell Asset Management
Spain
$5.42M +$102K +447 +2%
SWIG
739
Strategic Wealth Investment Group
Kentucky
$5.4M +$494K +1,945 +10%
MGWM
740
Marks Group Wealth Management
Minnesota
$5.4M +$87.9K +345 +2%
MCM
741
Murphy Capital Management
New Jersey
$5.39M -$117K -462 -2%
KFP
742
KMG Fiduciary Partners
Ohio
$5.39M +$1.78K +7 +0%
APGDR
743
Absoluto Partners Gestao de Recursos
Brazil
$5.38M -$2.28M -8,966 -30%
GP
744
Girard Partners
Pennsylvania
$5.38M +$77.8K +306 +1%
MAM
745
Meeder Asset Management
Ohio
$5.33M -$2.02M -7,939 -27%
CWM
746
CMH Wealth Management
New Hampshire
$5.32M +$160K +631 +3%
ISB
747
Iowa State Bank
Iowa
$5.31M +$713K +2,804 +16%
OCM
748
Once Capital Management
New York
$5.29M +$5.29M +20,800 New
SC
749
SouthState Corp
Florida
$5.28M -$133K -522 -2%
AC
750
Avestar Capital
New York
$5.27M +$150K +590 +3%
28 29
30
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