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Salesforce
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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 %
CPA
1601
Clear Perspective Advisors
Illinois
$620K -$265K -1,041 -30%
Fayez Sarofim & Co
1602
Fayez Sarofim & Co
Texas
$618K +$50.9K +200 +9%
HLOC
1603
H.L. Ormond & Company
North Carolina
$618K +$618K +2,837 New
ICG
1604
InterOcean Capital Group
Tennessee
$616K +$152K +600 +33%
GJIC
1605
Gamble Jones Investment Counsel
California
$614K +$45.8K +180 +8%
BFA
1606
Beaumont Financial Advisors
Massachusetts
$613K -$172K -678 -22%
AWA
1607
Arete Wealth Advisors
Illinois
$613K +$109K +429 +22%
RC
1608
Rovin Capital
Arizona
$613K +$613K +2,412 New
AIC
1609
Archer Investment Corporation
Indiana
$612K +$96.1K +378 +19%
AWM
1610
Aevitas Wealth Management
Massachusetts
$610K +$10.2K +40 +2%
CIA
1611
Choate Investment Advisors
Massachusetts
$610K +$610K +2,399 New
HCM
1612
Harvey Capital Management
Florida
$609K – – –
BC
1613
Bridgefront Capital
Texas
$609K +$609K +2,395 New
DIM
1614
Delta Investment Management
California
$608K +$19.6K +77 +3%
VA
1615
Valmark Advisers
Ohio
$606K -$75K -295 -11%
EL
1616
Essex LLC
Illinois
$605K +$17.8K +70 +3%
TNA
1617
True North Advisors
Texas
$605K +$25.4K +100 +4%
MIC
1618
Meridian Investment Counsel
California
$603K +$109K +427 +22%
ABC
1619
Associated Banc-Corp
Wisconsin
$602K -$81.3K -320 -12%
FWP
1620
FAS Wealth Partners
Kansas
$599K -$8.64K -34 -1%
GWM
1621
Greenwich Wealth Management
Connecticut
$598K -$37.6K -148 -6%
RWP
1622
Revolve Wealth Partners
New Jersey
$597K +$597K +2,348 New
WAM
1623
WNY Asset Management
New York
$595K -$72.4K -285 -11%
FFC
1624
First Financial Corp
Indiana
$594K -$19.3K -76 -3%
SWA
1625
Sutton Wealth Advisors
Florida
$594K -$508 -2 -0.1%
63 64
65
66 67