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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 %
EVC
1901
Eidelman Virant Capital
Missouri
$303K +$3.83K +15 +1%
FMC
1902
First Merchants Corp
Indiana
$301K – – –
BCP
1903
Berkeley Capital Partners
Georgia
$301K +$44.9K +177 +18%
ETCM
1904
Evolutionary Tree Capital Management
Virginia
$300K – – –
SWM
1905
Shelton Wealth Management
Texas
$300K +$300K +1,181 New
FRA
1906
Front Row Advisors
California
$299K – – –
1WM
1907
1900 Wealth Management
Texas
$298K +$53.2K +209 +22%
WFA
1908
WMG Financial Advisors
Tennessee
$297K +$297K +1,169 New
WE
1909
Wealth Effects
Massachusetts
$294K +$294K +1,155 New
SWM
1910
SFG Wealth Management
Maryland
$294K +$294K +1,155 New
UAS
1911
United Asset Strategies
New York
$293K -$4.82K -19 -2%
CWA
1912
Clarity Wealth Advisors
California
$293K +$7.1K +28 +2%
CBA
1913
Coastal Bridge Advisors
Connecticut
$293K +$293K +1,194 New
TCM
1914
Tufton Capital Management
Maryland
$292K -$25.4K -100 -8%
DHGWA
1915
Dixon Hughes Goodman Wealth Advisors
North Carolina
$291K +$291K +1,144 New
TF
1916
Tompkins Financial
New York
$290K -$26.1K -103 -8%
MAG
1917
MRA Advisory Group
New Jersey
$290K -$16.2K -64 -5%
SNBOSD
1918
Security National Bank of So Dak
Iowa
$289K -$21.1K -83 -7%
WIC
1919
Woodmont Investment Counsel
Tennessee
$289K +$8.88K +35 +3%
SMC
1920
Smith, Moore & Co
Missouri
$289K +$38.2K +150 +15%
FAN
1921
Financial Advisors Network
California
$287K +$3.81K +15 +1%
RCG
1922
Rock Creek Group
District of Columbia
$287K +$39.7K +156 +16%
FFA
1923
Founders Financial Alliance
North Carolina
$287K +$287K +1,128 New
WDG
1924
Wealth Dimensions Group
Ohio
$287K +$287K +1,128 New
ANBT
1925
American National Bank & Trust
Texas
$286K +$20.4K +80 +8%
75 76
77
78 79