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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 %
CAI
2426
Capital Advisors Inc
Oklahoma
– -$247K -911 Closed
SHA
2427
Seneca House Advisors
Virginia
– -$239K -880 Closed
PWA
2428
Physician Wealth Advisors
Utah
– -$253K -868 Closed
CPC
2429
Cookson Peirce & Co
Pennsylvania
– -$233K -858 Closed
AOWM
2430
Alpha Omega Wealth Management
Virginia
– -$229K -845 Closed
QC
2431
QCM Cayman
Texas
– -$226K -835 Closed
QTM
2432
qPULA Trading Management
New York
– -$217K -800 Closed
DOA
2433
D'Orazio & Associates
Virginia
– -$217K -799 Closed
MFS
2434
Madrona Financial Services
Washington
– -$214K -790 Closed
TWP
2435
TFO Wealth Partners
Ohio
– -$214K -790 Closed
CWP
2436
Capital Wealth Planning
Florida
– -$214K -788 Closed
CF
2437
Clarity Financial
Texas
– -$214K -788 Closed
MCM
2438
Marathon Capital Management
Maryland
– -$212K -781 Closed
KFGK
2439
Keystone Financial Group (Kentucky)
Kentucky
– -$211K -779 Closed
CCB
2440
Cutter & Co Brokerage
Missouri
– -$208K -768 Closed
GSC
2441
Ground Swell Capital
South Carolina
– -$207K -763 Closed
RF
2442
RHS Financial
California
– -$207K -763 Closed
SDWMA
2443
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$206K -761 Closed
BIA
2444
Bigelow Investment Advisors
Maine
– -$206K -760 Closed
MAM
2445
McLean Asset Management
Virginia
– -$224K -759 Closed
BHBT
2446
Burke & Herbert Bank & Trust
Virginia
– -$205K -755 Closed
BC
2447
Burney Company
Virginia
– -$204K -754 Closed
BCA
2448
Biltmore Capital Advisors
New Jersey
– -$204K -751 Closed
SA
2449
Sicart Associates
New York
– -$203K -750 Closed
PAM
2450
Palisade Asset Management
Minnesota
– -$203K -747 Closed
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