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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 %
JDR
1201
Jay D. Rosenbaum
$1.62M +$130K +510 +9%
CT
1202
Columbia Trust
Oregon
$1.61M – – –
PCM
1203
Prelude Capital Management
New York
$1.61M +$13.2K +52 +0.8%
BAM
1204
Bosun Asset Management
Illinois
$1.61M +$1.61M +6,331 New
MRCM
1205
M&R Capital Management
New Jersey
$1.6M +$254K +1,000 +19%
CHAM
1206
Clear Harbor Asset Management
Connecticut
$1.59M -$1.27K -5 -0.1%
WMP
1207
Wealth Management Partners
Arizona
$1.59M +$3.97K +15 +0.3%
OCM
1208
Orion Capital Management
California
$1.58M +$7.62K +30 +0.5%
PA
1209
Procyon Advisors
Connecticut
$1.57M +$204K +801 +15%
BSAM
1210
Blue Square Asset Management
New York
$1.56M +$5.85K +23 +0.4%
CCM
1211
Cribstone Capital Management
Maine
$1.56M +$29K +114 +2%
PWPS
1212
Pinnacle Wealth Planning Services
Ohio
$1.54M +$287K +1,128 +23%
DP
1213
Dearborn Partners
Illinois
$1.54M -$7.12K -28 -0.5%
RMAM
1214
Raab & Moskowitz Asset Management
New Jersey
$1.54M – – –
ATPW
1215
Ashton Thomas Private Wealth
Arizona
$1.54M +$117K +462 +8%
WA
1216
Wealth Alliance
New York
$1.53M +$62.5K +246 +4%
LC
1217
Lindbrook Capital
California
$1.52M +$609K +2,397 +67%
ATWA
1218
Arbor Trust Wealth Advisors
Michigan
$1.52M +$1.27K +5 +0.1%
CBT
1219
Central Bank & Trust
Kentucky
$1.51M -$18.3K -72 -1%
HCM
1220
Helios Capital Management
Singapore
$1.51M +$1.51M +5,950 New
IF
1221
Intrua Financial
Texas
$1.51M -$29.7K -117 -2%
DWM
1222
Dakota Wealth Management
Florida
$1.5M -$1.42M -5,579 -49%
CH
1223
Canton Hathaway
Rhode Island
$1.49M +$1.12M +4,390 +298%
WAM
1224
Wakefield Asset Management
Colorado
$1.49M +$36.3K +143 +3%
WWM
1225
WT Wealth Management
Arizona
$1.49M -$84.9K -334 -5%
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