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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 %
ANI
1001
American National Insurance
Texas
$2.62M -$13.4M -52,815 -84%
MIAS
1002
Mason Investment Advisory Services
Virginia
$2.61M +$504K +1,985 +24%
NG
1003
Northstar Group
New York
$2.61M +$29.2K +115 +1%
S
1004
Seeyond
France
$2.6M +$199K +783 +8%
WA
1005
Winfield Associates
Ohio
$2.59M +$88.9K +350 +4%
CI
1006
Cavalier Investments
Georgia
$2.58M +$781K +3,073 +43%
MJB
1007
Mark J. Bradley
$2.57M +$337K +1,325 +15%
Koshinski Asset Management
1008
Koshinski Asset Management
Illinois
$2.55M -$435K -1,712 -15%
IP
1009
Intellectus Partners
California
$2.55M -$46.5K -183 -2%
MCM
1010
Moore Capital Management
New York
$2.54M -$19.2M -75,431 -88%
PM
1011
Precept Management
Texas
$2.54M – – –
AC
1012
AMS Capital
Brazil
$2.54M +$2.54M +10,000 New
CC
1013
Claybrook Capital
Massachusetts
$2.54M -$560K -2,203 -18%
MKA
1014
M. Kulyk & Associates
Georgia
$2.54M +$245K +965 +11%
RE
1015
RBC Europe
United Kingdom
$2.53M -$216K -849 -8%
AWM
1016
Altium Wealth Management
New York
$2.52M +$81.8K +322 +3%
SSG
1017
Summit Securities Group
New York
$2.52M -$4.32K -17 -0.2%
MCIA
1018
Mountain Capital Investment Advisors
Colorado
$2.5M +$594K +2,528 +31%
DPIM
1019
Duff & Phelps Investment Management
Illinois
$2.49M +$23.4K +92 +0.9%
NAMP
1020
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.49M +$35.3K +139 +1%
WANY
1021
Wealthspire Advisors (New York)
New York
$2.48M +$102K +403 +4%
FDS
1022
Freedom Day Solutions
Texas
$2.47M +$15.2K +60 +0.6%
SS
1023
Simplicity Solutions
Minnesota
$2.47M +$1.03M +4,066 +72%
SC
1024
Sawyer & Company
Massachusetts
$2.45M +$36.9K +145 +2%
IWS
1025
Insight Wealth Strategies
California
$2.45M +$11.9K +47 +0.5%
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