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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 %
BIP
801
Bouvel Investment Partners
Pennsylvania
$4.42M +$8.39K +33 +0.2%
IWC
802
Integrated Wealth Concepts
Massachusetts
$4.41M +$68.9K +271 +2%
TS
803
Tamar Securities
California
$4.41M +$4.41M +17,336 New
CWM
804
Cordatus Wealth Management
Pennsylvania
$4.39M +$626K +2,465 +17%
FIB
805
First Interstate Bank
Montana
$4.38M +$33.8K +133 +0.8%
V
806
Veritable
Delaware
$4.36M +$33K +130 +0.8%
SPW
807
Surience Private Wealth
Washington
$4.36M +$4.36M +17,155 New
LBC
808
Lawrence B. Cohen
$4.35M -$289K -1,137 -6%
MC
809
Mathes Company
New York
$4.34M +$191K +750 +5%
BFIM
810
Beese Fulmer Investment Management
Ohio
$4.33M +$521K +2,051 +14%
H
811
HoyleCohen
California
$4.32M +$376K +1,479 +10%
EMG
812
ETF Managers Group
New Jersey
$4.32M +$3.53M +13,835 +451%
CCM
813
Cohen Capital Management
California
$4.31M – – –
LFAS
814
Level Four Advisory Services
Texas
$4.31M +$290K +1,143 +7%
GVAG
815
Great Valley Advisor Group
Delaware
$4.3M +$81.9K +321 +2%
TCOT
816
Trust Company of Toledo
Ohio
$4.28M -$4.57K -18 -0.1%
SIM
817
Stratos Investment Management
Ohio
$4.27M +$178K +702 +4%
MCM
818
Mitchell Capital Management
Kansas
$4.26M -$60.5K -238 -1%
AMCA
819
Arthur M. Cohen & Associates
Illinois
$4.25M -$145K -570 -3%
IUHSA
820
Itau Unibanco Holding S.A.
Brazil
$4.25M +$326K +1,276 +8%
PAM
821
Pegasus Asset Management
New York
$4.24M +$36.3K +143 +0.9%
MYAM
822
Meiji Yasuda Asset Management
Japan
$4.23M +$344K +1,354 +9%
CWM
823
Cabot Wealth Management
Massachusetts
$4.22M +$75K +295 +2%
DBT
824
Dubuque Bank & Trust
Iowa
$4.21M -$710K -2,792 -14%
SLI
825
Sumitomo Life Insurance
Japan
$4.2M -$129K -506 -3%
31 32
33
34 35