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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 %
WCAMG
1501
Woodard & Company Asset Management Group
North Carolina
$805K +$48.5K +191 +6%
BBI
1502
Baxter Bros Inc
Connecticut
$804K +$46.8K +184 +6%
CWM
1503
Cornerstone Wealth Management
Missouri
$802K -$2.79K -11 -0.3%
CRWM
1504
Castle Rock Wealth Management
California
$799K -$229K -1,047 -22%
RFO
1505
RiverGlades Family Offices
Florida
$794K – – –
BIA
1506
Benchmark Investment Advisors
Illinois
$789K +$789K +3,104 New
VFG
1507
V2 Financial group
Illinois
$780K -$414K -1,630 -35%
LAS
1508
LWM Advisory Services
Florida
$780K +$780K +3,069 New
WFI
1509
West Family Investments
California
$779K -$47.8K -188 -6%
WA
1510
WP Advisors
California
$777K -$12.2K -48 -2%
DA
1511
DSC Advisors
Illinois
$770K -$30.3K -119 -4%
ST
1512
Smithfield Trust
Pennsylvania
$770K +$5.62K +22 +0.7%
KA
1513
Kercheville Advisors
Texas
$767K +$457K +1,800 +148%
AG
1514
Ascent Group
Virginia
$767K +$767K +3,510 New
BC
1515
Burleson & Co
California
$766K +$682K +2,686 +814%
FB
1516
First Bancorp
Maine
$764K +$6.35K +25 +0.8%
HNWAG
1517
High Net Worth Advisory Group
Florida
$764K +$764K +3,008 New
QFA
1518
Quattro Financial Advisors
Texas
$762K -$38.1K -150 -5%
MG
1519
Mather Group
Illinois
$762K +$75K +295 +11%
PPW
1520
Pinnacle Private Wealth
Massachusetts
$762K +$762K +2,999 New
SWA
1521
Sax Wealth Advisors
New Jersey
$760K +$1.02K +4 +0.1%
CFA
1522
Cahill Financial Advisors
Minnesota
$759K -$5.34K -21 -0.7%
HCM
1523
Highview Capital Management
Illinois
$759K +$759K +2,986 New
PCP
1524
Proficio Capital Partners
Massachusetts
$755K +$13.7K +54 +2%
GT
1525
Glenview Trust
Kentucky
$755K +$15K +59 +2%
59 60
61
62 63