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 %
RCG
1126
Regatta Capital Group
California
$1.91M +$1.91M +7,529 New
GW
1127
GW & Wade
Massachusetts
$1.91M +$46.5K +183 +2%
BRG
1128
Bay Rivers Group
Virginia
$1.91M +$37.1K +146 +2%
AIA
1129
Avalon Investment & Advisory
Texas
$1.9M -$1.72M -6,779 -48%
ANRIA
1130
American National Registered Investment Advisor
Texas
$1.9M -$508 -2 -0%
SBIA
1131
Sheaff Brock Investment Advisors
Indiana
$1.9M -$117K -462 -6%
NL
1132
Navalign LLC
California
$1.9M -$36.3K -143 -2%
CCA
1133
Checchi Capital Advisers
California
$1.9M -$1.78K -7 -0.1%
SJIM
1134
St. Johns Investment Management
Florida
$1.89M -$107K -421 -5%
DC
1135
Davenport & Co
Virginia
$1.89M +$100K +394 +6%
CWAG
1136
Compton Wealth Advisory Group
Virginia
$1.89M +$177K +695 +10%
LPT
1137
Legacy Private Trust
Wisconsin
$1.88M +$808K +3,180 +75%
LP
1138
Lloyd Park
Illinois
$1.88M +$1.88M +7,385 New
MPM
1139
MBB Public Markets
Illinois
$1.87M +$1.87M +7,373 New
LWM
1140
Laidlaw Wealth Management
New York
$1.87M +$41.4K +163 +2%
IC
1141
Intersect Capital
California
$1.87M -$1.23M -4,848 -40%
ADL
1142
Asset Dedication LLC
California
$1.86M +$641K +2,491 +52%
ARC
1143
Advisor Resource Council
Texas
$1.86M +$364K +1,431 +24%
ED
1144
Exane Derivatives
France
$1.86M -$548K -2,155 -23%
CRIG
1145
Charter Research & Investment Group
Connecticut
$1.85M – – –
HCCM
1146
Hudson Canyon Capital Management
New York
$1.84M -$90K -354 -5%
PCS
1147
Personal CFO Solutions
New Jersey
$1.84M +$45.5K +179 +3%
FMB
1148
Field & Main Bank
Kentucky
$1.83M +$26.7K +105 +1%
RBFC
1149
Roman Butler Fullerton & Co
Missouri
$1.81M -$23.4K -92 -1%
EPC
1150
Emerson Point Capital
New York
$1.81M – – –
44 45
46
47 48