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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 %
WRM
1751
Weybosset Research & Management
Rhode Island
$426K -$19.1K -75 -4%
MSR
1752
Main Street Research
Connecticut
$426K -$16K -63 -4%
TFCP
1753
Twin Focus Capital Partners
Massachusetts
$425K -$18.5K -73 -4%
MWM
1754
Mattern Wealth Management
Kansas
$425K -$14K -55 -3%
HIP
1755
HUB Investment Partners
Texas
$424K -$107K -420 -20%
CPA
1756
Cardiff Park Advisors
California
$424K +$424K +1,667 New
PPP
1757
Private Portfolio Partners
New Jersey
$424K +$28K +110 +7%
FFG
1758
Frisch Financial Group
New York
$422K +$92.1K +355 +28%
PIM
1759
Parker Investment Management
California
$421K -$315K -1,239 -43%
NJBEST
1760
New Jersey Better Educational Savings Trust
New Jersey
$421K – – –
JGIA
1761
Jackson Grant Investment Advisers
Connecticut
$421K – – –
PL
1762
Parthenon LLC
Kentucky
$419K +$165K +650 +65%
RT
1763
Rockland Trust
Massachusetts
$417K -$2.54K -10 -0.6%
SC
1764
Sierra Capital
Florida
$416K +$34.6K +136 +9%
OPOWM
1765
One Plus One Wealth Management
Florida
$414K +$12.7K +50 +3%
MFG
1766
Magnus Financial Group
New York
$413K -$66.3K -261 -14%
CWP
1767
Curated Wealth Partners
California
$413K – – –
WCM
1768
Wedge Capital Management
North Carolina
$412K +$12.5K +49 +3%
CT
1769
Coastline Trust
Rhode Island
$412K +$50.9K +200 +14%
TVAMP
1770
Tennessee Valley Asset Management Partners
Tennessee
$410K +$38.4K +151 +10%
VNA
1771
Valley National Advisers
Pennsylvania
$409K +$37.3K +147 +10%
CIP
1772
Convergence Investment Partners
Florida
$408K -$21.8K -86 -5%
AP
1773
Appleton Partners
Massachusetts
$408K +$10.9K +43 +3%
KA
1774
Klingman & Associates
New York
$407K +$2.03K +8 +0.5%
SFG
1775
Sovereign Financial Group
Connecticut
$406K -$193K -761 -32%
69 70
71
72 73