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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 %
SCM
776
Shelton Capital Management
Colorado
$4.92M +$12.7K +50 +0.3%
KWM
777
Kingsview Wealth Management
Oregon
$4.91M +$253K +996 +5%
IHL
778
Investment House LLC
California
$4.91M +$897K +3,531 +22%
PT
779
Plimoth Trust
Massachusetts
$4.85M +$655K +2,576 +16%
SM
780
SG3 Management
Puerto Rico
$4.83M +$4.83M +19,000 New
SNB
781
Security National Bank
Nebraska
$4.83M +$90.2K +355 +2%
BCM
782
Brookstone Capital Management
Illinois
$4.82M +$966K +4,229 +25%
SB
783
Simmons Bank
Arkansas
$4.8M +$146K +573 +3%
Lord, Abbett & Co
784
Lord, Abbett & Co
New Jersey
$4.78M -$754K -2,965 -14%
SIP
785
Stoneridge Investment Partners
Pennsylvania
$4.77M +$2.04M +8,025 +75%
BWA
786
BDO Wealth Advisors
Florida
$4.75M +$3.17M +12,467 +200%
GPTE
787
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.75M +$4.75M +18,683 New
PWP
788
Pursue Wealth Partners
California
$4.75M +$4.75M +18,681 New
KWMG
789
King Wealth Management Group
Florida
$4.7M -$326K -1,282 -6%
II
790
Ibex Investors
Colorado
$4.65M +$1.3M +5,100 +39%
LOAME
791
Lombard Odier Asset Management (Europe)
United Kingdom
$4.64M +$4.64M +18,257 New
GCC
792
Game Creek Capital
Massachusetts
$4.63M -$476K -1,875 -9%
PCA
793
Pallas Capital Advisors
Massachusetts
$4.55M +$42.6K +195 +0.9%
HWM
794
Hohimer Wealth Management
Washington
$4.55M -$270K -1,064 -6%
GAI
795
General American Investors
New York
$4.53M -$3.81M -15,000 -46%
ATC
796
Argent Trust Co
Tennessee
$4.51M +$24.9K +98 +0.6%
NFG
797
Next Financial Group
Texas
$4.5M +$278K +1,095 +7%
BAM
798
Blueshift Asset Management
New Jersey
$4.48M +$4M +15,724 +823%
MCP
799
Mirador Capital Partners
California
$4.48M -$867K -3,410 -16%
ST
800
Spinnaker Trust
Maine
$4.46M -$403K -1,585 -8%
30 31
32
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