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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 %
AG
976
AIA Group
Hong Kong
$2.81M +$2.54M +10,008 +966%
DT
977
Diversified Trust
Tennessee
$2.8M -$40.7K -160 -1%
GGI
978
GPM Growth Investors
Michigan
$2.8M -$17.5K -69 -0.6%
MYLI
979
Meiji Yasuda Life Insurance
Japan
$2.79M -$420K -1,652 -13%
BP
980
Ballentine Partners
Massachusetts
$2.78M -$275K -1,081 -9%
CNC
981
Citizens & Northern Corp
Pennsylvania
$2.78M +$229K +900 +9%
KFS
982
Kaizen Financial Strategies
California
$2.76M +$749K +2,949 +37%
IRAG
983
Investment Research & Advisory Group
Georgia
$2.76M +$14.7K +58 +0.5%
CA
984
Clearstead Advisors
Ohio
$2.75M +$113K +444 +4%
IBOK
985
Independence Bank of Kentucky
Kentucky
$2.74M -$48.3K -190 -2%
CAM
986
Cypress Asset Management
Texas
$2.74M -$40.7K -160 -1%
BA
987
Birinyi Associates
Connecticut
$2.71M +$191K +750 +8%
HWAM
988
Hennion & Walsh Asset Management
New Jersey
$2.71M -$35.6K -140 -1%
AMC
989
Asset Management Corp
Illinois
$2.7M +$1.55M +6,100 +135%
HIP
990
Harrell Investment Partners
Texas
$2.7M +$59.7K +235 +2%
PH
991
Pinnacle Holdings
Oklahoma
$2.7M +$7.12K +28 +0.3%
CCM
992
Coldstream Capital Management
Washington
$2.69M +$1.5M +5,911 +126%
IAS
993
IMA Advisory Services
Colorado
$2.68M -$30K -118 -1%
MMA
994
Miracle Mile Advisors
California
$2.67M +$329K +1,293 +14%
TSWM
995
Triangle Securities Wealth Management
North Carolina
$2.66M -$2.54K -10 -0.1%
SWA
996
SFMG Wealth Advisors
Texas
$2.66M +$1.86M +7,317 +233%
BCM
997
Bluefin Capital Management
New York
$2.66M +$72.9K +287 +3%
SG
998
Stonnington Group
California
$2.64M -$2.11M -8,980 -44%
PWSG
999
Pacific Wealth Strategies Group
California
$2.63M +$59.2K +233 +2%
SBH
1000
Segall Bryant & Hamill
Illinois
$2.62M -$298K -1,173 -10%
38 39
40
41 42