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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 %
OSNBOA
2276
Old Second National Bank of Aurora
Illinois
$17K -$34.2K -155 -67%
AA
2277
AlphaMark Advisors
Kentucky
$17K – – –
RCM
2278
Raleigh Capital Management
North Carolina
$16K +$16K +62 New
SAM
2279
Strategic Asset Management
Minnesota
$15K – – –
TFA
2280
Toth Financial Advisory
Virginia
$15K – – –
ARIS
2281
Advanced Research Investment Solutions
California
$15K +$15K +60 New
WFS
2282
Widmann Financial Services
Maryland
$15K +$15K +60 New
TCM
2283
TD Capital Management
Tennessee
$14K – – –
PCC
2284
Park Circle Company
Maryland
$14K – – –
PP
2285
PrairieView Partners
Minnesota
$13K – – –
MFC
2286
Mechanics Financial Corp
Ohio
$13K +$13K +50 New
UIA
2287
Ulland Investment Advisors
Minnesota
$13K +$13K +50 New
SC
2288
Stephens Consulting
Michigan
$13K +$13K +51 New
UCB
2289
United Community Bank
South Carolina
$12.7K +$12.7K +50 New
TAM
2290
Tucker Asset Management
Colorado
$12.3K -$9.19K -36 -43%
AP
2291
Atwood & Palmer
Missouri
$12K +$3.75K +15 +45%
AIM
2292
AHL Investment Management
Florida
$12K +$12K +48 New
ARMC
2293
American Research & Management Company
Massachusetts
$10K – – –
CWM
2294
Cranbrook Wealth Management
Michigan
$9K – – –
RBC
2295
Roble Belko & Company
Pennsylvania
$9K – – –
CP
2296
Castleview Partners
Texas
$8.52K +$8.52K +2,166,204 New
BA
2297
Bellwether Advisors
Nebraska
$8K – – –
BCM
2298
Bourgeon Capital Management
Connecticut
$8K – – –
MWA
2299
Moser Wealth Advisors
Washington
$8K – – –
PCA
2300
Providence Capital Advisors
North Carolina
$8K +$2.58K +10 +48%
90 91
92
93 94