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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 %
SVWAG
1276
Sound View Wealth Advisors Group
Georgia
$1.31M +$171K +674 +15%
NCGI
1277
Next Century Growth Investors
Minnesota
$1.31M -$762 -3 -0.1%
FAIM
1278
Financial Advocates Investment Management
Washington
$1.31M +$142K +557 +12%
FPA
1279
First Pacific Advisors
California
$1.3M -$232K -915 -15%
RWA
1280
Rainsberger Wealth Advisors
Colorado
$1.3M +$1.3M +5,113 New
BMM
1281
Buffington Mohr McNeal
Idaho
$1.3M +$148K +582 +13%
TFP
1282
Tilia Fiduciary Partners
North Carolina
$1.3M +$1.3M +5,098 New
WA
1283
Wambolt & Associates
Colorado
$1.3M +$1.4K +976 +0.1%
DFC
1284
DB Fitzpatrick & Co
Idaho
$1.29M +$1.29M +5,093 New
SFI
1285
SPC Financial Inc
Maryland
$1.29M +$1M +3,939 +346%
LCH
1286
Lee Capital Holdings
New York
$1.29M -$2.97M -11,695 -70%
NL
1287
NWAM LLC
Washington
$1.28M +$124K +488 +11%
BDFN
1288
Bond & Devick Financial Network
Minnesota
$1.27M -$25.4K -100 -2%
AI
1289
Atom Investors
Texas
$1.27M +$470K +1,850 +59%
CIA
1290
Capital Investment Advisors
Georgia
$1.27M +$68.6K +270 +6%
CA
1291
CoreCap Advisors
Michigan
$1.27M +$1.27M +5,001 New
GP
1292
Greenline Partners
New York
$1.27M -$508 -2 -0%
WSFS
1293
Wilmington Savings Fund Society
Delaware
$1.27M -$8.39K -33 -0.7%
QCG
1294
Quadrant Capital Group
Ohio
$1.26M -$35.3K -139 -3%
SB
1295
Strategic Blueprint
Georgia
$1.25M +$261K +1,028 +26%
GCM
1296
Gladius Capital Management
Illinois
$1.25M +$1.25M +4,920 New
GI
1297
GAMCO Investors
Connecticut
$1.25M -$20.8K -82 -2%
GSWM
1298
Golden State Wealth Management
California
$1.24M +$314K +1,236 +34%
LB
1299
Legacy Bridge
Iowa
$1.24M -$26.7K -105 -2%
NCA
1300
New Century Advisors
Maryland
$1.24M +$1.24M +4,880 New
50 51
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