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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 %
BFS
1251
Bard Financial Services
Connecticut
$1.39M – – –
FUBT
1252
First United Bank & Trust
Maryland
$1.39M +$6.35K +25 +0.5%
WP
1253
WealthSource Partners
California
$1.39M +$249K +981 +22%
CCT
1254
Country Club Trust
Missouri
$1.39M +$209K +818 +18%
AW
1255
Alaethes Wealth
Nevada
$1.38M +$5.34K +21 +0.4%
BWA
1256
Blodgett Wealth Advisors
California
$1.38M +$1.38M +5,425 New
CBTWT
1257
Community Bank & Trust (Waco, Texas)
Texas
$1.38M -$5.08K -20 -0.4%
WAP
1258
Wealthcare Advisory Partners
Pennsylvania
$1.37M -$53.6K -211 -4%
1SB
1259
1ST Source Bank
Indiana
$1.37M -$47.8K -188 -3%
SGI
1260
Summit Global Investments
Utah
$1.37M +$74K +291 +6%
RAM
1261
Redmond Asset Management
Virginia
$1.37M +$118K +463 +9%
AWA
1262
Alta Wealth Advisors
Massachusetts
$1.36M +$216K +850 +19%
VFPI
1263
Vantage Financial Partners (Illinois)
Illinois
$1.35M +$102K +400 +8%
GL
1264
Graypoint LLC
New York
$1.35M +$281K +1,106 +26%
RWA
1265
Redmont Wealth Advisors
Illinois
$1.35M +$1.35M +5,300 New
KCM
1266
KRS Capital Management
Michigan
$1.34M +$1.34M +5,283 New
BAM
1267
Byrne Asset Management
New Jersey
$1.34M +$1.34M +5,267 New
CFMC
1268
Curbstone Financial Management Corp
New Hampshire
$1.34M – – –
SIG
1269
Sky Investment Group
Connecticut
$1.34M -$10.2K -40 -0.8%
EWM
1270
Empirical Wealth Management
Washington
$1.33M +$46.8K +184 +4%
LCM
1271
Landscape Capital Management
New Jersey
$1.33M +$399K +1,569 +43%
BCM
1272
Barden Capital Management
Texas
$1.33M +$1.33M +5,240 New
PIA
1273
Perennial Investment Advisors
California
$1.33M +$55.9K +220 +4%
SG
1274
StoneX Group
New York
$1.32M +$143K +563 +12%
FAG
1275
Fortitude Advisory Group
Washington
$1.31M +$1.31M +5,162 New
49 50
51
52 53