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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 %
EB
1226
Eastern Bank
Massachusetts
$1.48M -$6.61K -26 -0.4%
AWA
1227
Arkadios Wealth Advisors
Georgia
$1.48M +$49.3K +194 +3%
GPA
1228
Guerra Pan Advisors
New Jersey
$1.48M +$1.48M +5,822 New
MCM
1229
Mainstay Capital Management
Michigan
$1.48M -$454K -1,788 -24%
CW
1230
CreativeOne Wealth
Kansas
$1.48M +$280K +1,101 +23%
ECG
1231
EPIQ Capital Group
California
$1.47M -$289K -1,139 -16%
OL
1232
Optas LLC
Texas
$1.47M +$3.56K +14 +0.2%
NSB
1233
Norway Savings Bank
Maine
$1.47M +$26.7K +105 +2%
PPW
1234
Parcion Private Wealth
Washington
$1.47M -$222K -958 -13%
SMH
1235
Sanders Morris Harris
Texas
$1.47M – – –
CMANY
1236
Capital Management Associates (New York)
New York
$1.46M -$276K -1,085 -16%
DCM
1237
Davidson Capital Management
Texas
$1.46M +$47.5K +187 +3%
HT
1238
Heritage Trust
Oklahoma
$1.46M -$16.8K -66 -1%
IC
1239
Inscription Capital
Texas
$1.45M -$149K -585 -9%
SVCP
1240
Silicon Valley Capital Partners
California
$1.45M +$556K +2,187 +62%
MP
1241
McDonald Partners
Ohio
$1.45M +$942K +3,706 +186%
ACM
1242
Absolute Capital Management
Pennsylvania
$1.45M +$1.45M +5,700 New
CWM
1243
Congress Wealth Management
Massachusetts
$1.44M +$1.44M +5,666 New
AAS
1244
Ameritas Advisory Services
Nebraska
$1.44M +$1.44M +5,651 New
KTC
1245
Kistler-Tiffany Companies
Pennsylvania
$1.43M +$189K +745 +15%
RPC
1246
Rossmore Private Capital
Connecticut
$1.43M +$15K +59 +1%
HG
1247
Herbst Group
Connecticut
$1.43M +$1.43M +5,608 New
BWM
1248
BigSur Wealth Management
Florida
$1.42M – – –
DA
1249
DCM Advisors
New York
$1.4M -$199K -783 -12%
PFWA
1250
Paces Ferry Wealth Advisors
Georgia
$1.39M -$20.1K -79 -1%
48 49
50
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