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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 %
SFS
901
Sowell Financial Services
Arkansas
$3.48M +$3.48M +13,710 New
1IA
902
1834 Investment Advisors
Wisconsin
$3.48M -$131K -516 -4%
GCM
903
Geneva Capital Management
Wisconsin
$3.47M -$83.6K -329 -2%
PDN
904
Pensionfund DSM Netherlands
Netherlands
$3.46M – – –
COI
905
Connable Office Inc
Michigan
$3.45M -$51.3K -202 -1%
TCA
906
Transcend Capital Advisors
New Jersey
$3.45M +$441K +1,735 +15%
PTC
907
Private Trust Company
Ohio
$3.42M +$44K +173 +1%
PRWA
908
Platte River Wealth Advisors
Colorado
$3.41M -$1.17K -5 -0%
AWM
909
Avitas Wealth Management
California
$3.41M +$671K +2,640 +24%
KA
910
Kovack Advisors
Florida
$3.41M -$672K -2,645 -16%
AC
911
Asio Capital
Kentucky
$3.39M +$343K +1,349 +11%
FB
912
Fulton Bank
Pennsylvania
$3.38M -$79.8K -314 -2%
B
913
Barings
North Carolina
$3.38M -$483K -1,899 -12%
JWM
914
Jupiter Wealth Management
Colorado
$3.36M -$274K -1,080 -8%
SIG
915
Stonegate Investment Group
Alabama
$3.35M +$3.35M +13,193 New
S
916
SignatureFD
Georgia
$3.34M +$311K +1,223 +10%
KLWA
917
Kelly Lawrence W & Associates
California
$3.34M -$17.8K -70 -0.5%
AIP
918
Ameritas Investment Partners
Nebraska
$3.33M -$67.6K -266 -2%
VWA
919
V Wealth Advisors
Kansas
$3.32M -$23.1K -91 -0.7%
HZ
920
Hixon Zuercher
Ohio
$3.32M +$71.2K +280 +2%
CNC
921
Canandaigua National Corp
New York
$3.31M -$12.2K -48 -0.4%
CC
922
Courier Capital
New York
$3.31M -$136K -536 -4%
P
923
Pitcairn
Pennsylvania
$3.3M -$57.4K -226 -2%
STC
924
Sarah T. Connolly
$3.28M +$973K +3,828 +42%
AFC
925
AFT Forsyth & Company
Florida
$3.27M -$393K -1,545 -11%
35 36
37
38 39