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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 %
CC
1151
Commons Capital
Massachusetts
$1.81M +$1.81M +7,107 New
PIM
1152
Penobscot Investment Management
Massachusetts
$1.8M -$3.05K -12 -0.2%
MA
1153
Mutual Advisors
Nebraska
$1.8M +$219K +863 +14%
GWMIA
1154
Global Wealth Management Investment Advisory
Florida
$1.8M +$124K +489 +7%
EWM
1155
EPG Wealth Management
Georgia
$1.8M +$237K +930 +15%
SAM
1156
Stansberry Asset Management
Texas
$1.8M +$1.07M +4,216 +147%
GC
1157
GFG Capital
Florida
$1.79M +$239K +942 +15%
CCMG
1158
Clark Capital Management Group
Pennsylvania
$1.78M +$70.4K +277 +4%
KMWM
1159
Keudell/Morrison Wealth Management
Oregon
$1.78M -$1.02K -4 -0.1%
AT
1160
Arden Trust
Delaware
$1.77M +$107K +420 +6%
IIM
1161
Ironwood Investment Management
Massachusetts
$1.77M -$12.7K -50 -0.7%
CFFP
1162
Center for Financial Planning
Michigan
$1.77M – – –
IIM
1163
Intact Investment Management
Quebec, Canada
$1.77M -$38.1K -150 -2%
MTIC
1164
Missouri Trust & Investment Company
Missouri
$1.76M +$1.76M +6,942 New
1WA
1165
180 Wealth Advisors
Washington
$1.76M +$205K +939 +13%
BM
1166
Brandywine Managers
Delaware
$1.76M -$369K -1,450 -17%
CFA
1167
Carroll Financial Associates
North Carolina
$1.76M -$55.3K -214 -3%
MIM
1168
Moseley Investment Management
Florida
$1.75M -$2.03K -8 -0.1%
PCM
1169
Pennsylvania Capital Management
Pennsylvania
$1.75M +$66.6K +262 +4%
RWM
1170
Ritholtz Wealth Management
New York
$1.75M +$152K +599 +10%
WP
1171
WealthShield Partners
North Carolina
$1.75M +$201K +790 +13%
NF
1172
Nikulski Financial
Iowa
$1.74M +$163K +640 +10%
WWM
1173
Western Wealth Management
Colorado
$1.74M +$1.74M +6,834 New
BFPW
1174
BOK Financial Private Wealth
Colorado
$1.74M +$84.9K +334 +5%
IIM
1175
Ipswich Investment Management
Massachusetts
$1.74M +$169K +665 +11%
45 46
47
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