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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 %
BC
1376
BIT Capital
Germany
$1.05M -$11.3M -44,632 -92%
SRC
1377
Sage Rhino Capital
California
$1.05M +$15K +59 +1%
MCA
1378
Magnolia Capital Advisors
Mississippi
$1.05M +$10.7K +42 +1%
CFA
1379
Compass Financial Advisors
Indiana
$1.05M +$1.05M +4,127 New
ESB
1380
Essex Savings Bank
Connecticut
$1.05M +$35.6K +140 +4%
FBC
1381
Fairfield, Bush & Co
Connecticut
$1.05M +$141K +553 +16%
EFS
1382
Essex Financial Services
Connecticut
$1.04M -$47K -185 -4%
PM
1383
Parametrica Management
Hong Kong
$1.04M +$1.04M +4,105 New
AA
1384
Argent Advisors
Louisiana
$1.04M -$19.3K -76 -2%
HJMC
1385
Hellman Jordan Management Company
Massachusetts
$1.04M +$381K +1,500 +58%
PWP
1386
Principle Wealth Partners
Connecticut
$1.04M +$39.2K +154 +4%
IAN
1387
Integrated Advisors Network
Texas
$1.03M -$855K -3,365 -45%
HTC
1388
Haverford Trust Company
Pennsylvania
$1.03M +$32K +126 +3%
HA
1389
Harfst & Associates
Wyoming
$1.03M +$95.3K +375 +10%
TWMP
1390
Taylor Wealth Management Partners
Massachusetts
$1.03M +$96.9K +381 +10%
ACM
1391
AlphaStar Capital Management
North Carolina
$1.03M +$240K +1,037 +30%
CC
1392
Cadinha & Co
Hawaii
$1.03M -$920K -3,620 -47%
ACM
1393
Allred Capital Management
Texas
$1.03M -$51.1K -201 -5%
MFG
1394
Merit Financial Group
Georgia
$1.03M +$67.8K +267 +7%
OAM
1395
Occidental Asset Management
California
$1.03M +$296K +1,165 +41%
MA
1396
MUFG Americas
New York
$1.02M +$152K +598 +18%
HH
1397
Hilltop Holdings
Texas
$1.02M +$282K +1,109 +38%
AAP
1398
Ardsley Advisory Partners
Connecticut
$1.02M -$254K -1,000 -20%
LSC
1399
Lyon Street Capital
California
$1.02M +$1.02M +4,000 New
ACM
1400
Advisors Capital Management
New Jersey
$1.02M +$527K +2,073 +108%
54 55
56
57 58