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 %
AWP
1326
Accretive Wealth Partners
New Jersey
$1.19M +$13.2K +52 +1%
BSW
1327
Buckingham Strategic Wealth
Missouri
$1.19M +$124K +486 +12%
RCA
1328
Riverview Capital Advisers
Massachusetts
$1.18M +$1.18M +4,645 New
TSS
1329
Two Sigma Securities
New York
$1.18M +$910K +3,581 +338%
PA
1330
PSI Advisors
Florida
$1.18M +$17.8K +70 +2%
MYIA
1331
Mount Yale Investment Advisors
Colorado
$1.17M +$8.39K +33 +0.7%
PL
1332
Plancorp LLC
Missouri
$1.17M +$937K +3,689 +400%
EHWM
1333
Eads & Heald Wealth Management
Georgia
$1.17M +$5.08K +20 +0.4%
TFA
1334
Teamwork Financial Advisors
Texas
$1.17M -$3.56K -14 -0.3%
FANJ
1335
Financial Architects (New Jersey)
New Jersey
$1.17M -$100K -395 -8%
ANB
1336
Amarillo National Bank
Texas
$1.17M +$43.9K +173 +4%
MFG
1337
Menard Financial Group
Texas
$1.16M +$112K +440 +11%
WWM
1338
Wolff Wiese Magana
California
$1.15M -$9.66K -38 -0.8%
GSC
1339
G&S Capital
Colorado
$1.15M +$265K +1,042 +30%
LWA
1340
Lineweaver Wealth Advisors
Ohio
$1.15M +$106K +418 +10%
SIG
1341
Sargent Investment Group
Maryland
$1.15M +$54.6K +215 +5%
CWA
1342
Consilium Wealth Advisory
Texas
$1.14M +$1.14M +4,495 New
MME
1343
Meag Munich Ergo
Germany
$1.14M +$1.01M +3,951 +790%
CT
1344
Chicago Trust
Illinois
$1.14M -$3.81K -15 -0.3%
QCM
1345
Quest Capital Management
Texas
$1.14M +$46K +181 +4%
NDSI
1346
Newman Dignan & Sheerar Inc
Rhode Island
$1.14M -$16K -63 -1%
FPCP
1347
Fort Point Capital Partners
California
$1.13M +$41.4K +163 +4%
TP
1348
Tranquility Partners
Tennessee
$1.13M +$15K +59 +1%
FCA
1349
FLC Capital Advisors
California
$1.13M -$83.1K -327 -7%
BLC
1350
Brown, Lisle/Cummings
Rhode Island
$1.12M +$1.12M +4,425 New
52 53
54
55 56