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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 %
EH
1101
Equitable Holdings
New York
$2.03M +$263K +1,033 +15%
KF
1102
Krilogy Financial
Missouri
$2.03M -$19.8K -78 -1%
MWM
1103
Mission Wealth Management
California
$2.02M +$24.4K +96 +1%
FC
1104
FORA Capital
Florida
$2.02M -$3.67M -14,441 -65%
VWM
1105
Vigilare Wealth Management
Arizona
$2.02M +$42.9K +169 +2%
TPWA
1106
TRUE Private Wealth Advisors
Oregon
$2.01M +$56.4K +222 +3%
PCM
1107
Penserra Capital Management
California
$2.01M +$1.12M +4,394 +125%
AWP
1108
Ascent Wealth Partners
New York
$1.99M +$57.4K +226 +3%
IAIM
1109
International Assets Investment Management
Florida
$1.99M +$44K +173 +2%
DWT
1110
Dorsey & Whitney Trust
South Dakota
$1.98M +$826K +3,250 +71%
MA
1111
Modus Advisors
Minnesota
$1.98M -$73.9K -291 -4%
SS
1112
Sunbelt Securities
Texas
$1.98M +$245K +1,129 +14%
IWM
1113
IHT Wealth Management
Illinois
$1.97M +$135K +532 +7%
WCA
1114
Westover Capital Advisors
Delaware
$1.96M +$532K +2,092 +37%
OHWP
1115
Oak Harbor Wealth Partners
North Carolina
$1.96M +$1.96M +7,725 New
CCM
1116
Compton Capital Management
Rhode Island
$1.96M +$292K +1,150 +18%
MS
1117
Madden Securities
Texas
$1.95M +$120K +473 +7%
FFM
1118
Forum Financial Management
Illinois
$1.95M +$1.95M +7,660 New
AFAS
1119
Acorn Financial Advisory Services
Virginia
$1.94M -$254 -1 -0%
SWMG
1120
Signature Wealth Management Group
Georgia
$1.94M +$220K +866 +13%
EWA
1121
EP Wealth Advisors
California
$1.94M +$428K +1,686 +28%
OPW
1122
Oxler Private Wealth
New York
$1.92M -$8.39K -33 -0.4%
PWS
1123
Peterson Wealth Services
Utah
$1.92M +$1.92M +7,567 New
ETC
1124
Exchange Traded Concepts
Oklahoma
$1.92M -$70.7K -278 -4%
BCA
1125
Bay Colony Advisors
Massachusetts
$1.92M -$34.1K -134 -2%
43 44
45
46 47