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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 %
SYBT
1351
Stock Yards Bank & Trust
Kentucky
$1.12M +$1.12M +4,420 New
HWM
1352
HB Wealth Management
Georgia
$1.12M +$1.12M +4,399 New
PHK
1353
Point72 Hong Kong
Hong Kong
$1.12M -$10.3M -40,610 -90%
9WM
1354
9258 Wealth Management
Ohio
$1.12M +$194K +764 +21%
DP
1355
Denver PWM
Colorado
$1.11M -$139K -547 -11%
GDP
1356
Great Diamond Partners
Maine
$1.11M +$41.9K +165 +4%
DCM
1357
Donaldson Capital Management
Indiana
$1.11M +$326K +1,282 +42%
ECG
1358
Edge Capital Group
Georgia
$1.11M +$163K +640 +17%
LAI
1359
Legal Advantage Investments
California
$1.1M -$12.7K -50 -1%
RG
1360
Rathbones Group
United Kingdom
$1.1M +$9.65K +38 +0.9%
DTL
1361
Dynamic Technology Lab
Singapore
$1.1M +$1.1M +4,308 New
MA
1362
Montag & Associates
Georgia
$1.09M +$85.1K +335 +8%
SP
1363
Symmetry Partners
Connecticut
$1.09M -$43.9K -173 -4%
RCAG
1364
Rehmann Capital Advisory Group
Michigan
$1.08M +$15.2K +60 +1%
ORI
1365
Oak Ridge Investments
Illinois
$1.08M -$9.12M -35,872 -89%
SCP
1366
Shorepoint Capital Partners
Massachusetts
$1.08M +$26.2K +103 +2%
AWE
1367
Avidian Wealth Enterprises
Texas
$1.08M +$659K +2,594 +157%
TA
1368
TKG Advisors
Indiana
$1.08M +$1.08M +4,243 New
TPA
1369
Trivium Point Advisory
Connecticut
$1.08M -$9.4K -37 -0.9%
BWM
1370
Buckley Wealth Management
Nevada
$1.07M +$97.1K +382 +10%
HPC
1371
HM Payson & Co
Maine
$1.06M -$25.4K -100 -2%
ANTB
1372
AMG National Trust Bank
Colorado
$1.06M -$61K -240 -5%
CWM
1373
Centric Wealth Management
Illinois
$1.06M +$4.58K +18 +0.4%
JF
1374
Jump Financial
Illinois
$1.06M -$722K -2,841 -41%
SSWM
1375
Smith Salley Wealth Management
North Carolina
$1.06M -$41.2K -162 -4%
53 54
55
56 57