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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 %
JCM
1451
Jacobi Capital Management
Pennsylvania
$906K +$72.4K +285 +9%
RWP
1452
Ridgecrest Wealth Partners
California
$902K +$902K +3,549 New
DI
1453
Diligent Investors
California
$901K -$136K -535 -13%
AWA
1454
Aaron Wealth Advisors
Illinois
$900K +$125K +493 +16%
JE
1455
JMAC Enterprises
Pennsylvania
$893K +$893K +4,127 New
RCA
1456
Roberts Capital Advisors
Colorado
$889K +$889K +3,497 New
GLA
1457
Great Lakes Advisors
Illinois
$886K -$1.27K -5 -0.1%
MSAM
1458
Moloney Securities Asset Management
Missouri
$885K -$874K -3,441 -50%
GFG
1459
Greystone Financial Group
Michigan
$885K +$76.7K +302 +9%
GTAM
1460
Global Trust Asset Management
Florida
$881K +$97.6K +384 +12%
CL
1461
CPWM LLC
Washington
$880K – – –
SCM
1462
Southport Capital Management
Tennessee
$879K +$158K +621 +22%
CMI
1463
Clare Market Investments
Texas
$878K +$319K +1,255 +57%
CAN
1464
Claraphi Advisory Network
United States
$878K -$206K -809 -19%
FPAS
1465
Focus Partners Advisor Solutions
Missouri
$876K +$876K +3,449 New
CIC
1466
Carnegie Investment Counsel
Ohio
$872K +$139K +546 +19%
T
1467
TCWP
Ohio
$867K +$867K +3,413 New
SWRP
1468
Summit Wealth & Retirement Planning
California
$864K -$55.4K -218 -6%
EI
1469
Ellevest Inc
New York
$864K +$45.5K +179 +6%
HIIFS
1470
Harel Insurance Investments & Financial Services
Israel
$864K +$678K +2,658 +366%
Marshall Wace
1471
Marshall Wace
United Kingdom
$859K -$25.1M -98,890 -97%
QI
1472
Qtron Investments
Massachusetts
$859K +$209K +824 +32%
CFCI
1473
Comprehensive Financial Consultants Institutional
Indiana
$859K +$859K +4,129 New
IA
1474
Insight Advisors
Pennsylvania
$856K -$95.5K -376 -10%
RIM
1475
Redwood Investment Management
Arizona
$856K +$306K +1,203 +56%
57 58
59
60 61