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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 %
SIA
1951
Soltis Investment Advisors
Utah
$271K +$762 +3 +0.3%
DLA
1952
Douglas Lane & Associates
New York
$271K +$38.2K +150 +16%
SIC
1953
Sterling Investment Counsel
New York
$271K +$271K +1,065 New
AWM
1954
Alterna Wealth Management
Texas
$271K +$271K +1,068 New
CFN
1955
Cordasco Financial Network
Florida
$270K -$17.3K -68 -6%
TCPWM
1956
Traverso Chambers Private Wealth Management
California
$270K – – –
EFA
1957
Evernest Financial Advisors
Indiana
$269K +$269K +924 New
AWM
1958
AllSquare Wealth Management
New York
$269K – – –
AIP
1959
Almanack Investment Partners
Pennsylvania
$268K -$53.7K -211 -17%
WB
1960
West Bancorporation
Iowa
$268K +$268K +1,056 New
PCM
1961
Poehling Capital Management
Wisconsin
$267K -$51.6K -203 -16%
SGK
1962
Steigerwald Gordon & Koch
Virginia
$267K -$2.79K -11 -1%
VC
1963
Veracity Capital
Georgia
$266K +$6.61K +26 +3%
SW
1964
SlateStone Wealth
Florida
$266K +$19.3K +76 +8%
PHIC
1965
Pine Haven Investment Counsel
Massachusetts
$266K +$266K +1,045 New
SQA
1966
Simon Quick Advisors
New Jersey
$265K -$143K -563 -35%
GCS
1967
Gordian Capital (Singapore)
Singapore
$265K +$265K +1,042 New
LWM
1968
Loveless Wealth Management
Montana
$264K +$12.2K +48 +5%
WTB
1969
Washington Trust Bank
Washington
$264K +$264K +1,037 New
SEP
1970
Southland Equity Partners
Missouri
$263K +$11.2K +44 +4%
CSA
1971
Cottage Street Advisors
Massachusetts
$262K -$82.8K -326 -24%
MMPW
1972
Mitchell McLeod Pugh & Williams
Alabama
$261K +$7.62K +30 +3%
ORC
1973
O'Rourke & Company
Massachusetts
$260K +$260K +1,025 New
LIA
1974
LBMC Investment Advisors
Tennessee
$259K -$7.23M -28,505 -97%
NPA
1975
Nichols & Pratt Advisers
Massachusetts
$259K -$140K -550 -35%
77 78
79
80 81