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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 %
JWCA
851
J.W. Cole Advisors
Florida
$3.83M -$100K -394 -3%
PA
852
Pinnacle Associates
New York
$3.81M +$350K +1,378 +10%
AAM
853
Abeille Asset Management
France
$3.8M +$3.8M +14,955 New
CAMG
854
CWA Asset Management Group
Florida
$3.8M +$251K +986 +7%
NB
855
NBT Bank
New York
$3.78M -$47K -185 -1%
ISL
856
Ingalls & Snyder LLC
New York
$3.77M +$243K +958 +7%
PG
857
Pendal Group
Australia
$3.76M -$492K -1,935 -12%
FHB
858
First Hawaiian Bank
Hawaii
$3.76M -$108K -426 -3%
RWA
859
Roberts Wealth Advisors
California
$3.75M +$349K +1,367 +10%
BRWM
860
B. Riley Wealth Management
Tennessee
$3.74M +$567K +2,231 +18%
VIA
861
Vident Investment Advisory
Georgia
$3.74M +$19.8K +78 +0.5%
CG
862
Caprock Group
Idaho
$3.74M +$20.8K +82 +0.6%
AA
863
ALPS Advisors
Colorado
$3.74M +$57.2K +225 +2%
SCP
864
Sender Company & Partners
New York
$3.73M +$3.73M +14,659 New
CA
865
Callahan Advisors
Texas
$3.72M +$306K +1,203 +9%
SCA
866
Snowden Capital Advisors
New York
$3.72M -$1.55M -6,116 -29%
ERWM
867
Elk River Wealth Management
Colorado
$3.72M +$25.2K +99 +0.7%
ZB
868
Zions Bancorporation
Utah
$3.71M +$394K +1,551 +12%
IA
869
IFP Advisors
Florida
$3.71M +$1.39M +5,429 +60%
LNC
870
Lincoln National Corp
Pennsylvania
$3.69M +$477K +1,878 +15%
AAM
871
Azzad Asset Management
Virginia
$3.68M -$40.4K -159 -1%
BOH
872
Bank of Hawaii
Hawaii
$3.67M +$333K +1,310 +10%
MOS
873
MGO One Seven
Ohio
$3.66M +$269K +1,059 +8%
AFA
874
Arlington Financial Advisors
California
$3.65M -$11.2K -44 -0.3%
FTDI
875
First Trust Direct Indexing
Massachusetts
$3.65M +$111K +435 +3%
33 34
35
36 37