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Salesforce
CRM

Overview Fund Activity

2,167 hedge funds and large institutions have $257B invested in Salesforce in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 1,198 increasing their positions, 524 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,167
Holders Change
+112
Holders Change %
+5.45%
% of All Funds
38.06%
Holding in Top 10
157
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+58.59%
% of All Funds
2.76%
New
223
Increased
1,198
Reduced
524
Closed
84
Calls
$7.86B
Puts
$8.49B
Net Calls
-$628M
Net Calls Change
+$722M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.02B
2
Invesco
Invesco
Georgia
+$956M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$658M
4
GQG Partners
GQG Partners
Florida
+$587M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$407M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$45.6B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.88B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$387M
4
Goldman Sachs
Goldman Sachs
New York
-$374M
5
Morgan Stanley
Morgan Stanley
New York
-$370M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
1151
DCM Advisors
New York
$1.71M +$1.71M +6,297 New
IC
1152
Inscription Capital
Texas
$1.71M +$651K +2,400 +62%
PCM
1153
Prelude Capital Management
New York
$1.71M +$1.18M +4,357 +225%
RWM
1154
Ritholtz Wealth Management
New York
$1.71M +$201K +740 +13%
VFA
1155
Voya Financial Advisors
Connecticut
$1.7M +$77.9K +288 +5%
CHAM
1156
Clear Harbor Asset Management
Connecticut
$1.7M +$1.9K +7 +0.1%
BWA
1157
BDO Wealth Advisors
Florida
$1.69M -$1.63K -6 -0.1%
MA
1158
Mutual Advisors
Nebraska
$1.69M +$228K +839 +16%
AB
1159
Atlas Brown
Kentucky
$1.69M +$27.7K +102 +2%
NF
1160
Nikulski Financial
Iowa
$1.69M +$393K +1,448 +30%
HSA
1161
HBK Sorce Advisory
Pennsylvania
$1.68M +$62.1K +229 +4%
ER
1162
Enlightenment Research
Florida
$1.68M +$841K +3,100 +100%
CWA
1163
Canvas Wealth Advisors
Kansas
$1.68M -$66.4K -245 -4%
OCM
1164
Orion Capital Management
California
$1.68M – – –
WWM
1165
WT Wealth Management
Arizona
$1.68M +$111K +408 +7%
IIM
1166
Ipswich Investment Management
Massachusetts
$1.67M +$1.67M +6,173 New
FMTC
1167
Farmers & Merchants Trust Company
California
$1.67M +$338K +1,247 +25%
EWM
1168
EPG Wealth Management
Georgia
$1.66M +$41.8K +154 +3%
BSAM
1169
Blue Square Asset Management
New York
$1.66M +$67.2K +248 +4%
GC
1170
GFG Capital
Florida
$1.66M +$63.7K +235 +4%
WP
1171
WealthShield Partners
North Carolina
$1.65M +$199K +733 +14%
DP
1172
Dearborn Partners
Illinois
$1.65M +$2.44K +9 +0.1%
AAM
1173
Ascension Asset Management
New York
$1.64M – – –
RMAM
1174
Raab & Moskowitz Asset Management
New Jersey
$1.64M +$4.07K +15 +0.2%
FPA
1175
First Pacific Advisors
California
$1.64M -$400K -1,475 -20%
45 46
47
48 49