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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 %
MIAN
751
Mariner Independent Advisor Network
Kansas
$5.26M -$508K -1,991 -9%
ACM
752
Aljian Capital Management
Nevada
$5.23M +$212K +836 +4%
MAM
753
Martingale Asset Management
Massachusetts
$5.22M -$692K -2,724 -12%
KC
754
Knuff & Co
California
$5.21M -$19.3K -76 -0.4%
AWM
755
Apollon Wealth Management
South Carolina
$5.2M +$2.5M +9,824 +92%
MA
756
McBroom & Associates
Nevada
$5.2M +$5.2M +20,454 New
Bessemer Group
757
Bessemer Group
New Jersey
$5.19M +$596K +2,346 +13%
PWP
758
Private Wealth Partners
California
$5.19M +$473K +1,862 +10%
CIP
759
Chartwell Investment Partners
Pennsylvania
$5.18M +$208K +817 +4%
BCA
760
Bray Capital Advisors
Florida
$5.16M +$16.5K +65 +0.3%
WPP
761
Whalerock Point Partners
Rhode Island
$5.15M +$57.2K +225 +1%
RC
762
Roundview Capital
New Jersey
$5.14M +$191K +752 +4%
SW
763
SteelPeak Wealth
California
$5.12M -$515K -2,025 -9%
ECM
764
ExodusPoint Capital Management
New York
$5.1M -$689K -2,713 -12%
HI
765
Horizon Investments
North Carolina
$5.09M +$404K +1,590 +9%
AF
766
Ally Financial
Michigan
$5.08M -$4.07M -16,000 -44%
GIA
767
Gladstone Institutional Advisory
Florida
$5.08M +$414K +1,628 +9%
OLVIG
768
Oliver Lagore Vanvalin Investment Group
Michigan
$5.04M +$5.04M +19,830 New
AAM
769
Advisors Asset Management
Colorado
$5.02M -$1.2M -4,732 -19%
KCM
770
Kornitzer Capital Management
Kansas
$5.01M -$235K -925 -4%
HAS
771
HBW Advisory Services
California
$5M +$73.7K +290 +1%
MNBTD
772
Moody National Bank Trust Division
Texas
$4.97M -$12.3M -48,267 -71%
FWM
773
Frontier Wealth Management
Missouri
$4.94M +$111K +437 +2%
BC
774
Breakline Capital
New York
$4.93M -$1.82M -7,157 -27%
ACM
775
Alpha Capital Management
Texas
$4.93M +$1.58M +6,236 +47%
29 30
31
32 33