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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 %
JSC
876
Jackson Square Capital
California
$3.65M -$1.78M -7,017 -33%
CGL
877
Clarius Group LLC
Washington
$3.64M +$98.6K +388 +3%
MWM
878
Meridian Wealth Management
Kentucky
$3.64M +$610K +2,401 +20%
MMG
879
Monetary Management Group
Missouri
$3.63M -$816K -3,210 -18%
MWM
880
Minot Wealth Management
Massachusetts
$3.63M +$18.3K +72 +0.5%
TC
881
Telemus Capital
Michigan
$3.63M +$30.7K +121 +0.9%
CBB
882
Citizens Business Bank
California
$3.62M -$47.5K -187 -1%
PAS
883
Park Avenue Securities
New York
$3.61M +$292K +1,149 +9%
EBT
884
Enterprise Bank & Trust
Massachusetts
$3.61M +$15K +59 +0.4%
AWM
885
Avior Wealth Management
Nebraska
$3.59M +$159K +626 +5%
Walleye Capital
886
Walleye Capital
New York
$3.59M -$1.13M -4,432 -24%
LS
887
Livforsakringsbolaget Skandia
Sweden
$3.59M -$960K -3,780 -21%
WHG
888
Westwood Holdings Group
Texas
$3.59M +$1.37M +5,371 +61%
CF
889
Centaurus Financial
California
$3.58M +$585K +2,302 +20%
PWP
890
Perfromance Wealth Partners
Illinois
$3.58M +$3.58M +14,078 New
EF
891
Empirical Finance
Pennsylvania
$3.56M +$714K +2,808 +25%
BBCM
892
Boardman Bay Capital Management
New York
$3.56M +$3.56M +14,000 New
SCM
893
Silvant Capital Management
Georgia
$3.54M -$150K -592 -4%
TFS
894
Thoroughbred Financial Services
Tennessee
$3.54M +$415K +1,635 +13%
BCP
895
Blackhawk Capital Partners
Wisconsin
$3.53M -$15.8K -62 -0.4%
MF
896
Magnetar Financial
Illinois
$3.52M +$3.52M +13,863 New
CS
897
Comerica Securities
Michigan
$3.51M +$49.8K +196 +1%
AFWM
898
AMJ Financial Wealth Management
Virginia
$3.51M +$962K +3,787 +38%
VAG
899
VisionPoint Advisory Group
Texas
$3.5M -$2.03M -9,260 -37%
FF
900
FourThought Financial
Florida
$3.5M +$275K +1,082 +9%
34 35
36
37 38