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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 %
TNBTD
951
Trustmark National Bank Trust Department
Mississippi
$3M +$34.1K +134 +1%
LWAC
952
Laurel Wealth Advisors (California)
California
$3M +$2.25M +8,843 +299%
VCM
953
Verde Capital Management
Michigan
$2.99M +$28.5K +112 +1%
FIM
954
Freedom Investment Management
Connecticut
$2.99M -$123K -482 -4%
DGAM
955
Desjardins Global Asset Management
Quebec, Canada
$2.98M +$2.98M +11,740 New
TF
956
Threadgill Financial
Texas
$2.97M +$268K +1,050 +10%
GWM
957
GDS Wealth Management
Texas
$2.96M +$2.96M +11,647 New
VLKIM
958
Van Lanschot Kempen Investment Management
Netherlands
$2.95M -$271K -1,066 -8%
MWA
959
Meridian Wealth Advisors
Texas
$2.94M +$130K +510 +5%
PI
960
PFS Investments
Georgia
$2.93M +$535K +2,104 +22%
TPCW
961
TD Private Client Wealth
New York
$2.92M +$547K +2,154 +23%
CAC
962
Cowen and Company
New York
$2.9M -$1.89M -7,434 -39%
DAS
963
Dynamic Advisor Solutions
Arizona
$2.9M +$72.7K +286 +3%
WI
964
Wintrust Investments
Illinois
$2.9M -$244K -1,000 -8%
PIM
965
Perpetual Investment Management
Australia
$2.9M – – –
USCWA
966
U.S. Capital Wealth Advisors
Texas
$2.87M +$97.1K +382 +3%
WI
967
Wahed Invest
New York
$2.85M +$2.85M +11,229 New
BB
968
Berkshire Bank
Massachusetts
$2.85M +$112K +441 +4%
BOM
969
Bank of Marin
California
$2.84M -$193K -761 -6%
BCM
970
Boltwood Capital Management
California
$2.84M +$17.5K +69 +0.6%
GBT
971
Grove Bank & Trust
Florida
$2.84M +$173K +682 +7%
FC
972
Ferris Capital
Massachusetts
$2.83M -$49.3K -194 -2%
WF
973
Welch & Forbes
Massachusetts
$2.83M – – –
LSAG
974
Lake Street Advisors Group
New Hampshire
$2.82M +$149K +587 +6%
FWM
975
Finer Wealth Management
Massachusetts
$2.81M +$2.81M +11,055 New
37 38
39
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