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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 %
PC
1576
Periscope Capital
Ontario, Canada
$660K +$660K +2,600 New
PNC
1577
Park National Corp
Ohio
$659K – – –
GA
1578
Geller Advisors
New York
$658K +$2.8K +11 +0.4%
SC
1579
Saturna Capital
Washington
$652K +$71.5K +281 +12%
CCM
1580
Conway Capital Management
California
$651K -$38.1K -150 -6%
SB
1581
Sunflower Bank
Texas
$649K -$31.3K -123 -5%
KP
1582
Keel Point
Alabama
$648K +$41.7K +164 +7%
BC
1583
Bowman & Company
Wisconsin
$648K +$648K +2,554 New
SIMG
1584
Sonora Investment Management Group
Arizona
$644K +$644K +2,535 New
AP
1585
Adero Partners
California
$639K -$734K -2,889 -53%
CIAS
1586
Capital Investment Advisory Services
North Carolina
$639K +$508 +2 +0.1%
BIP
1587
Blueprint Investment Partners
North Carolina
$639K -$80.1K -315 -11%
XF
1588
XML Financial
Maryland
$636K +$19.3K +76 +3%
SWA
1589
SOA Wealth Advisors
New York
$633K -$38K -149 -6%
DJYG
1590
David J. Yvars Group
Florida
$632K +$34.3K +135 +6%
COCM
1591
Charter Oak Capital Management
New Hampshire
$632K +$572K +2,250 +957%
KFI
1592
Key Financial Inc
Pennsylvania
$631K +$4.83K +19 +0.8%
CAGAS
1593
Capital Advisory Group Advisory Services
Minnesota
$629K +$2.79K +11 +0.4%
GWM
1594
GSB Wealth Management
Connecticut
$626K +$225K +885 +56%
PA
1595
Probity Advisors
Texas
$625K +$51.1K +201 +9%
GF
1596
Gabelli Funds
New York
$625K +$136K +535 +28%
GGS
1597
Galvin Gaustad & Stein
Arizona
$624K +$263K +1,036 +73%
BPFA
1598
Barnes Pettey Financial Advisors
Mississippi
$622K +$622K +2,447 New
GCM
1599
Graham Capital Management
Connecticut
$622K +$622K +2,450 New
AA
1600
Ancora Advisors
Ohio
$621K +$11.2K +44 +2%
62 63
64
65 66