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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 %
UMC
1551
United Maritime Capital
New York
$713K -$12.7K -50 -2%
CP
1552
Camelot Portfolios
Ohio
$707K -$260K -1,022 -27%
RI
1553
Redwood Investments
Massachusetts
$701K -$3.3K -13 -0.5%
UC
1554
Unio Capital
New Jersey
$698K +$40.3K +1,740 +6%
PP
1555
Patron Partners
Texas
$696K +$7.62K +30 +1%
PGWM
1556
Pitti Group Wealth Management
New York
$694K +$694K +2,731 New
DU
1557
Delphia (USA)
Ontario, Canada
$689K +$689K +2,710 New
CAG
1558
Csenge Advisory Group
Florida
$686K -$40.9K -167 -6%
SCG
1559
Sonata Capital Group
Washington
$685K +$69.9K +275 +11%
TFO
1560
Tarbox Family Office
California
$680K +$5.84K +23 +0.9%
IGGA
1561
Iron Gate Global Advisors
Utah
$680K +$52K +212 +8%
AAM
1562
Ascension Asset Management
New York
$679K -$860K -3,380 -56%
CWM
1563
C2C Wealth Management
Arizona
$679K +$679K +2,671 New
CFG
1564
Citizens Financial Group
Rhode Island
$678K -$81.9K -322 -11%
SFPG
1565
Stonebridge Financial Planning Group
Florida
$678K – – –
BDF
1566
Balasa Dinverno & Foltz
$675K -$5.59K -22 -0.8%
SC
1567
Saiph Capital
New Jersey
$674K +$674K +2,651 New
SWP
1568
Strategic Wealth Partners
Ohio
$671K -$78.3K -308 -10%
TWM
1569
Tradition Wealth Management
Minnesota
$671K +$1.02K +4 +0.2%
VWA
1570
Visionary Wealth Advisors
Illinois
$671K +$182K +717 +37%
CM
1571
Capula Management
Cayman Islands
$668K -$3.45M -13,569 -84%
SAM
1572
Silvercrest Asset Management
New York
$667K -$59.5K -234 -8%
OIM
1573
Oder Investment Management
California
$665K -$67.8K -267 -9%
EA
1574
Echo45 Advisors
California
$665K +$665K +2,617 New
PFG
1575
PAX Financial Group
Texas
$660K +$389K +1,531 +143%
61 62
63
64 65