CRM icon

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 %
NL
1301
NVWM LLC
Pennsylvania
$1.24M -$233K -915 -16%
CPIA
1302
Cornell Pochily Investment Advisors
New York
$1.24M +$66.1K +260 +6%
TF
1303
TLWM Financial
Texas
$1.23M +$42.7K +168 +4%
MWM
1304
Modera Wealth Management
New Jersey
$1.23M +$699K +2,748 +131%
MPPLM
1305
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.23M +$27.4K +108 +2%
BCM
1306
Brown Capital Management
Maryland
$1.23M +$195K +769 +19%
EW
1307
Evoke Wealth
California
$1.23M +$48.6K +200 +4%
APP
1308
Avantax Planning Partners
Iowa
$1.22M +$31.3K +123 +3%
GA
1309
GraniteShares Advisors
New York
$1.22M +$1.22M +4,801 New
LS
1310
Leelyn Smith
Illinois
$1.22M +$83.1K +327 +7%
HI
1311
Harbour Investments
Wisconsin
$1.22M -$743K -2,923 -38%
RSWM
1312
Robertson Stephens Wealth Management
California
$1.22M +$367K +1,445 +43%
HL
1313
HeadInvest LLC
Maine
$1.21M +$42.7K +168 +4%
GFP
1314
Gryphon Financial Partners
Ohio
$1.21M -$60K -236 -5%
BOPW
1315
Brandywine Oak Private Wealth
Pennsylvania
$1.21M -$28.3K -113 -2%
CPA
1316
Capital Planning Advisors
California
$1.21M -$4.07K -16 -0.3%
SFO
1317
Stokes Family Office
Louisiana
$1.21M -$4.07K -16 -0.3%
KOC
1318
Koss-Olinger Consulting
Florida
$1.2M +$72.2K +284 +6%
BWP
1319
BSW Wealth Partners
Colorado
$1.2M +$89.5K +352 +8%
TWM
1320
Tolleson Wealth Management
Texas
$1.2M +$1.2M +4,730 New
IDBONY
1321
Israel Discount Bank of New York
New York
$1.2M +$237K +934 +25%
First Manhattan
1322
First Manhattan
New York
$1.2M -$196K -773 -14%
SIM
1323
Sentry Investment Management
Wisconsin
$1.2M -$992K -3,904 -45%
AFS
1324
Aft Forsyth & Sober
Florida
$1.19M – – –
TIAM2
1325
Tru Independence Asset Management 2
Oregon
$1.19M +$451K +1,776 +61%
51 52
53
54 55