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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 %
WPWM
1401
Western Pacific Wealth Management
Illinois
$1.01M +$1.01M +3,990 New
AF
1402
Allworth Financial
California
$1.01M +$51.1K +201 +5%
WAS
1403
WESPAC Advisors SoCal
California
$1.01M -$5.81K -25 -0.6%
WCM
1404
Whitener Capital Management
North Carolina
$1.01M +$303K +1,191 +43%
WMA
1405
Wealth Management Associates
New Jersey
$1M +$58.5K +230 +6%
CP
1406
Covenant Partners
Tennessee
$998K – – –
OIA
1407
OneDigital Investment Advisors
Kansas
$997K +$51.1K +201 +5%
MCWA
1408
Meadow Creek Wealth Advisors
Georgia
$996K +$996K +3,918 New
OCM
1409
One Capital Management
California
$994K +$307K +1,208 +45%
GEA
1410
Glen Eagle Advisors
New Jersey
$991K +$93K +366 +10%
TA
1411
Tectonic Advisors
Texas
$990K – – –
NP
1412
NorthRock Partners
Minnesota
$988K +$265K +1,043 +37%
HCM
1413
Highlander Capital Management
New Jersey
$987K – – –
MAM
1414
Morse Asset Management
Connecticut
$985K -$91.5K -360 -9%
ACWM
1415
Adams Chetwood Wealth Management
North Carolina
$983K -$23.1K -91 -2%
DL
1416
DOHJ LLC
Washington
$980K -$29K -114 -3%
UFF
1417
USA Financial Formulas
Michigan
$978K +$977K +3,846 +96,150%
QCM
1418
Quantinno Capital Management
New York
$971K +$653K +2,570 +205%
BAS
1419
Brown Advisory Securities
Maryland
$970K -$38.2K -150 -4%
CCT
1420
Chemung Canal Trust
New York
$968K -$9.15K -36 -0.9%
FFS
1421
Founders Financial Securities
Maryland
$968K +$52.3K +206 +6%
KIA
1422
Kraematon Investment Advisors
Massachusetts
$966K +$966K +3,801 New
MFA
1423
Mayflower Financial Advisors
Massachusetts
$964K +$11.7K +46 +1%
GKWIM
1424
Gerber Kawasaki Wealth & Investment Management
California
$959K +$942K +3,710 +5,537%
EWA
1425
Encompass Wealth Advisors
Oregon
$957K +$254 +1 +0%
55 56
57
58 59