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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 %
BAM
926
Beaumont Asset Management
Texas
$3.24M +$10.2K +40 +0.3%
AFG
927
Alterity Financial Group
Maine
$3.21M +$3.21M +12,630 New
MIS
928
Morningstar Investment Services
Illinois
$3.19M +$2.92M +11,477 +1,059%
SIA
929
Schechter Investment Advisors
Michigan
$3.18M +$3.18M +12,516 New
PJSIMP
930
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.18M -$41.4K -178 -1%
BBNA
931
Bremer Bank National Association
Minnesota
$3.16M -$903K -3,552 -22%
APA
932
American Portfolios Advisors
New York
$3.15M +$507K +1,997 +19%
MSU
933
Mizuho Securities USA
New York
$3.14M -$261K -1,027 -8%
VHAM
934
Van Hulzen Asset Management
California
$3.14M +$3.14M +12,270 New
SG
935
Swarthmore Group
Pennsylvania
$3.13M -$5.25M -20,654 -63%
WCM
936
Wunderlich Capital Managemnt
Tennessee
$3.13M +$260K +1,022 +9%
TH
937
TCTC Holdings
Texas
$3.12M +$54.6K +215 +2%
FCA
938
FinTrust Capital Advisors
South Carolina
$3.11M +$2.36M +9,273 +312%
GCM
939
Glynn Capital Management
California
$3.1M +$505K +1,985 +19%
AL
940
Aspiriant LLC
California
$3.08M +$629K +2,476 +26%
SF
941
Summit Financial
New Jersey
$3.08M +$322K +1,266 +12%
GAM
942
Grandview Asset Management
Pennsylvania
$3.06M -$52.9K -208 -2%
WM
943
Westpark Management
Texas
$3.05M +$3.05M +12,000 New
BCCM
944
Bridge Creek Capital Management
Massachusetts
$3.05M -$11.7K -151 -0.4%
RCM
945
Regency Capital Management
Hawaii
$3.02M +$231K +908 +8%
GLA
946
Good Life Advisors
Pennsylvania
$3.02M -$32.5K -128 -1%
SC
947
Slow Capital
California
$3.02M +$165K +649 +6%
JPC
948
Jabodon PT Co
Nevada
$3.01M +$3.01M +11,847 New
PBT
949
Pictet Bank & Trust
Bahamas
$3M -$5.08K -20 -0.2%
SCM
950
Stevens Capital Management
Pennsylvania
$3M +$3M +11,813 New
36 37
38
39 40