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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 %
GAM
1876
Griffin Asset Management
New York
$316K – – –
WIA
1877
World Investment Advisors
California
$316K +$127K +584 +67%
CAWM
1878
Capital Advisors Wealth Management
Washington
$314K +$314K +1,235 New
EWM
1879
Endurance Wealth Management
Rhode Island
$312K – – –
PCA
1880
Peddock Capital Advisors
Massachusetts
$312K – – –
ZF
1881
Zhang Financial
Michigan
$312K +$8.88K +35 +3%
RFA
1882
Reilly Financial Advisors
California
$312K +$42.7K +168 +16%
WBCM
1883
Wilson & Boucher Capital Management
California
$312K +$312K +1,227 New
JSW
1884
Journey Strategic Wealth
New Jersey
$312K +$312K +1,229 New
FH
1885
FWG Holdings
Florida
$311K +$8K +36 +3%
GMA
1886
Glassy Mountain Advisors
Maryland
$311K +$311K +1,224 New
NGA
1887
Naples Global Advisors
Florida
$310K – – –
LSA
1888
Lion Street Advisors
Texas
$309K +$5.35K +21 +2%
MA
1889
MONECO Advisors
Connecticut
$308K +$22.3K +105 +8%
CCP
1890
Carmel Capital Partners
California
$308K +$308K +1,213 New
LCM
1891
Leisure Capital Management
California
$308K +$308K +1,213 New
GAG
1892
GM Advisory Group
New York
$307K +$35.9K +141 +13%
PCM
1893
Princeton Capital Management
New Jersey
$306K – – –
TCBWMS
1894
Texas Capital Bank Wealth Management Services
Texas
$306K +$11.9K +47 +4%
PHS
1895
Pekin Hardy Strauss
Illinois
$305K -$97.9K -385 -24%
FC
1896
Forte Capital
New York
$305K -$2.29K -9 -0.7%
LFM
1897
LGT Fund Management
Liechtenstein
$305K +$305K +1,200 New
HKIMG
1898
Hutchens & Kramer Investment Management Group
Indiana
$305K +$305K +1,398 New
HHGA
1899
Halbert Hargrove Global Advisors
California
$304K -$79.6K -313 -21%
PFA
1900
Professional Financial Advisors
Nebraska
$304K -$5.08K -20 -2%
74 75
76
77 78