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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 %
AWA
2326
Aquire Wealth Advisors
Utah
$2K +$2K +7 New
RDIA
2327
RE Dickinson Investment Advisors
Iowa
$2K +$2K +8 New
BBHC
2328
Brown Brothers Harriman & Co
New York
$1.47K +$60 +236 +4%
RTC
2329
Riverview Trust Company
Washington
$1.01K – – –
AFS
2330
Annapolis Financial Services
Maryland
$1K – – –
WAC
2331
William Allan Corp
Colorado
$1K +$1K +5 New
ACK
2332
Andrew C. Karlinski
$1K +$1K +5 New
HVM
2333
Harvest Volatility Management
Connecticut
$806 +$806 +3,173 New
SFCL
2334
Strengthening Families & Communities LLC
Massachusetts
$779 +$779 +3,064 New
FGAM
2335
Financial Gravity Asset Management
Texas
$658 +$256 +1,552 +64%
MGIM
2336
M&G Investment Management
United Kingdom
$645 -$73.3K -288,683 -99%
FHC
2337
First Heartland Consultants
Missouri
$640 -$101 -399 -14%
EWA
2338
Evolution Wealth Advisors
Florida
$582 -$12 -46 -2%
FFG
2339
Ford Financial Group
California
$323 -$11 -45 -3%
LWM
2340
Liberty Wealth Management
California
$215 -$126 -498 -37%
GQG Partners
2341
GQG Partners
Florida
– -$587M -2,163,790 Closed
Balyasny Asset Management
2342
Balyasny Asset Management
Illinois
– -$151M -556,949 Closed
TA
2343
Trivest Advisors
Hong Kong
– -$124M -459,000 Closed
HAM
2344
Honeycomb Asset Management
New York
– -$94.9M -350,000 Closed
SIG
2345
Senator Investment Group
New York
– -$88.7M -327,000 Closed
ACI
2346
AMP Capital Investors
Australia
– -$73.8M -272,075 Closed
WMSA
2347
Weiss Multi-Strategy Advisers
New York
– -$62.1M -229,134 Closed
CCM
2348
Candlestick Capital Management
Connecticut
– -$55.1M -203,204 Closed
AWG
2349
Alpha Wave Global
New York
– -$45.9M -169,103 Closed
SC
2350
Shellback Capital
Massachusetts
– -$44.7M -164,703 Closed
92 93
94
95 96