CRM icon

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 %
IFWM
1026
Institute for Wealth Management
Colorado
$2.45M +$102K +403 +4%
PSUF
1027
People's United Financial
Connecticut
$2.45M -$337K -1,325 -12%
MIFH
1028
Migdal Insurance & Financial Holdings
Israel
$2.43M -$118K -462 -5%
EFM
1029
E Fund Management
China
$2.43M -$204K -802 -8%
RMC
1030
Resources Management Corp
Connecticut
$2.42M +$154K +606 +7%
GI
1031
GS Investments
Minnesota
$2.41M +$539K +2,119 +29%
NFG
1032
Nations Financial Group
Iowa
$2.4M -$2.22M -8,726 -48%
QPWM
1033
Quadrant Private Wealth Management
Pennsylvania
$2.39M +$776K +3,054 +48%
VR
1034
Viridian RIA
Washington
$2.39M +$2.39M +9,402 New
EAM
1035
EFG Asset Management
Oregon
$2.39M +$2.39M +9,392 New
I
1036
INVST
Indiana
$2.38M +$638K +3,350 +37%
AWAG
1037
ARS Wealth Advisors Group
Florida
$2.37M -$29.2K -115 -1%
SC
1038
Savant Capital
Illinois
$2.37M +$884K +3,478 +60%
RC
1039
Resonate Capital
California
$2.36M +$2.36M +9,304 New
TA
1040
Townsend & Associates
Colorado
$2.36M -$37.5K -162 -2%
VCM
1041
Vision Capital Management
Oregon
$2.35M +$57.4K +226 +3%
JWBC
1042
J.W. Burns & Co
New York
$2.34M +$84.9K +334 +4%
SWM
1043
Segment Wealth Management
Texas
$2.33M +$148K +581 +7%
QPW
1044
Quantum Private Wealth
Florida
$2.33M +$2.33M +9,152 New
NFC
1045
Northeast Financial Consultants
Connecticut
$2.32M +$207K +814 +10%
LSA
1046
L & S Advisors
California
$2.31M -$6.58M -25,899 -74%
RDWM
1047
Red Door Wealth Management
Tennessee
$2.3M +$211K +831 +10%
V
1048
VeraBank
Texas
$2.3M +$11.4K +45 +0.5%
MGIA
1049
Moneta Group Investment Advisors
Missouri
$2.29M +$51.6K +203 +2%
VFM
1050
Viking Fund Management
North Dakota
$2.29M – – –
40 41
42
43 44