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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 %
AC
1076
Abbrea Capital
California
$2.17M +$85.4K +336 +4%
SFP
1077
Shepherd Financial Partners
Massachusetts
$2.16M +$48.8K +192 +2%
CPIG
1078
Chicago Partners Investment Group
Illinois
$2.15M +$45.2K +219 +2%
CI
1079
Conning Inc
Connecticut
$2.15M -$241K -949 -10%
WG
1080
Winton Group
United Kingdom
$2.14M -$1.29M -5,062 -38%
PAM
1081
Paradigm Asset Management
New York
$2.12M +$63.5K +250 +3%
AF
1082
Aldebaran Financial
$2.12M +$16.5K +65 +0.8%
JSL
1083
JT Stratford LLC
Georgia
$2.12M -$13.7K -54 -0.6%
WBC
1084
West Branch Capital
Massachusetts
$2.1M +$29.7K +117 +1%
IFG
1085
Investors Financial Group
Minnesota
$2.1M +$199K +784 +10%
AssetMark Inc
1086
AssetMark Inc
California
$2.1M +$1.76M +6,919 +511%
KLCM
1087
KG&L Capital Management
Louisiana
$2.09M -$1.23M -4,822 -37%
CC
1088
Centiva Capital
New York
$2.09M +$1.16M +4,577 +126%
TW
1089
TrinityPoint Wealth
Connecticut
$2.08M -$44.2K -174 -2%
LCP
1090
Legacy Capital Partners
Wisconsin
$2.08M +$31.8K +125 +2%
NFG
1091
Northeast Financial Group
Pennsylvania
$2.08M +$138K +544 +7%
HCP
1092
Hiddenite Capital Partners
New York
$2.07M +$2.07M +8,150 New
JHCP
1093
Jackson Hole Capital Partners
Oklahoma
$2.07M +$275K +1,081 +15%
WPW
1094
Waldron Private Wealth
Pennsylvania
$2.06M +$912K +3,592 +80%
IIA
1095
IPG Investment Advisors
California
$2.05M +$10.9K +43 +0.5%
CCM
1096
Chickasaw Capital Management
Tennessee
$2.05M -$138K -545 -6%
RIA
1097
Regal Investment Advisors
Michigan
$2.05M -$202K -795 -9%
EWM
1098
Elmwood Wealth Management
California
$2.05M +$2.05M +8,051 New
EAM
1099
Eagle Asset Management
Florida
$2.04M +$64.6K +253 +3%
SACTSONJ
1100
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.03M – – –
42 43
44
45 46