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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 %
CCG
1051
Ceeto Capital Group
Florida
$2.29M +$25.4K +100 +1%
AFP
1052
Ausdal Financial Partners
Iowa
$2.29M -$138K -543 -6%
MS
1053
Maven Securities
Jersey
$2.28M +$1.59M +6,262 +230%
TIA
1054
Tiemann Investment Advisors
California
$2.28M -$11.4K -45 -0.5%
CIA
1055
Cohen Investment Advisors
New Hampshire
$2.28M -$4.32K -17 -0.2%
BWM
1056
BNC Wealth Management
Oregon
$2.28M +$236K +929 +12%
BO
1057
Bank OZK
Arkansas
$2.27M -$15K -59 -0.7%
MFW
1058
Meristem Family Wealth
Minnesota
$2.26M +$65.6K +258 +3%
NB
1059
Nicolet Bankshares
Wisconsin
$2.25M +$216K +852 +11%
TAM
1060
Trust Asset Management
Texas
$2.25M – – –
CWMU
1061
Caliber Wealth Management (Utah)
Utah
$2.24M +$446K +1,927 +25%
PMG
1062
ProVise Management Group
Florida
$2.23M -$121K -475 -5%
SAM
1063
Sompo Asset Management
Japan
$2.23M +$216K +850 +11%
WI
1064
WrapManager Inc
California
$2.23M -$5.59K -22 -0.3%
FHA
1065
Flagship Harbor Advisors
Massachusetts
$2.22M +$101K +398 +5%
LTI
1066
Laffer Tengler Investments
Tennessee
$2.22M +$55.9K +220 +3%
GTCM
1067
Gyon Technologies Capital Management
New Jersey
$2.22M -$3.08M -12,119 -58%
GCA
1068
Guardian Capital Advisors
Ontario, Canada
$2.21M +$11.9K +50 +0.5%
MGP
1069
Metis Global Partners
California
$2.21M +$2.21M +8,691 New
WPC
1070
Wedmont Private Capital
Pennsylvania
$2.21M +$2.21M +9,656 New
IB
1071
Intrust Bank
Kansas
$2.2M -$16K -63 -0.7%
VCM
1072
Virtue Capital Management
Tennessee
$2.2M +$120K +471 +6%
UBG
1073
United Bank (Georgia)
Georgia
$2.2M +$333K +1,310 +18%
MWM
1074
Midwest Wealth Management
Indiana
$2.18M +$95.5K +376 +5%
BB
1075
Bell Bank
North Dakota
$2.17M +$130K +513 +6%
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