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Salesforce
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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 %
DA
826
Dillon & Associates
Michigan
$4.19M +$57.2K +225 +1%
BWL
827
Bogart Wealth LLC
Virginia
$4.18M +$724K +2,850 +21%
BHIA
828
Birch Hill Investment Advisors
Massachusetts
$4.18M +$96.6K +380 +2%
JSMC
829
Jess S. Morgan & Co
California
$4.15M +$52.3K +206 +1%
LW
830
Linscomb Wealth
Texas
$4.13M +$173K +682 +4%
EIM
831
Essex Investment Management
Massachusetts
$4.1M +$973K +3,830 +31%
BCPWM
832
Bradley & Co Private Wealth Management
Florida
$4.06M -$775K -3,051 -16%
ECM
833
Evergreen Capital Management
Washington
$4.05M -$622K -2,446 -13%
BL
834
BFSG LLC
California
$4.05M +$118K +465 +3%
CAL
835
Capital Analysts LLC
Pennsylvania
$4.04M +$433K +1,706 +12%
LSPW
836
Lake Street Private Wealth
Illinois
$4.01M +$431K +1,697 +12%
HNW
837
High Note Wealth
Minnesota
$3.98M +$418K +1,645 +12%
SAI
838
Systematic Alpha Investments
New Jersey
$3.97M – – –
IRF
839
IBM Retirement Fund
New York
$3.96M -$2.73M -10,754 -41%
GAM
840
Gemmer Asset Management
California
$3.95M -$22.9K -90 -0.6%
LOAMS
841
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.94M +$167K +658 +4%
WR
842
WD Rutherford
Oregon
$3.93M -$90.2K -355 -2%
WAS
843
Winch Advisory Services
Wisconsin
$3.93M -$2.54K -10 -0.1%
LWANC
844
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.9M +$187K +735 +5%
OSAM
845
O'Shaughnessy Asset Management
Connecticut
$3.89M -$68.1K -268 -2%
BHA
846
Beech Hill Advisors
New York
$3.89M – – –
HBT
847
Hills Bank & Trust
Iowa
$3.86M +$35.8K +141 +0.9%
SWM
848
SeaCrest Wealth Management
New York
$3.85M +$48.3K +190 +1%
DIA
849
Dana Investment Advisors
Wisconsin
$3.84M +$1.1M +4,311 +40%
M
850
Mirova
France
$3.84M +$180K +709 +5%
32 33
34
35 36