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Salesforce
CRM

Overview Fund Activity

2,266 hedge funds and large institutions have $204B invested in Salesforce in 2022 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,075 increasing their positions, 808 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,266
Holders Change
-73
Holders Change %
-3.12%
% of All Funds
35.86%
Holding in Top 10
98
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.5%
% of All Funds
1.55%
New
164
Increased
1,075
Reduced
808
Closed
215
Calls
$4.14B
Puts
$4.62B
Net Calls
-$480M
Net Calls Change
+$1.39B

Top Buyers

1
BlackRock
BlackRock
New York
+$430M
2
IFP
Independent Franchise Partners
United Kingdom
+$383M
3
Fidelity International
Fidelity International
Bermuda
+$365M
4
Morgan Stanley
Morgan Stanley
New York
+$337M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$310M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.31B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$748M
3
DZ Bank
DZ Bank
Germany
-$532M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$514M
5
CP
Castleview Partners
Texas
-$459M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCA
251
Locust Wood Capital Advisers
New York
$47.6M +$1.59M +7,475 +3%
CRC
252
Curi RMB Capital
Illinois
$47.1M +$6.96M +32,772 +17%
TAM
253
Tocqueville Asset Management
New York
$46.8M +$6.25M +29,421 +15%
IG
254
ING Group
Netherlands
$46.4M +$2.52M +11,864 +6%
VCM
255
Valiant Capital Management
California
$46.3M +$9.41M +44,300 +25%
LFDLE
256
La Financiere de L'Echiquier
France
$45.9M +$10.4M +49,194 +29%
TCM
257
Tran Capital Management
California
$45.6M -$459K -2,164 -1%
FRAF
258
Första AP-fonden
Sweden
$45.5M -$3.1M -14,600 -6%
SPPAM
259
Summit Partners Public Asset Management
Massachusetts
$45.1M +$45.1M +212,646 New
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$45.1M +$2.33M +10,959 +5%
TRCT
261
Tower Research Capital (TRC)
New York
$44.6M +$24.7M +116,226 +124%
GG
262
Gofen & Glossberg
Illinois
$44.5M +$515K +2,424 +1%
WCM
263
Windward Capital Management
California
$43.8M -$103K -487 -0.2%
HCM
264
Hitchwood Capital Management
New York
$43.5M -$39.3M -185,000 -47%
CF
265
Covea Finance
France
$43.5M +$1.72M +8,100 +4%
AQR Capital Management
266
AQR Capital Management
Connecticut
$43.5M +$10.4M +48,944 +31%
CFB
267
Cullen/Frost Bankers
Texas
$43.4M +$1.03M +4,863 +2%
GT
268
Glenmede Trust
Pennsylvania
$43.4M +$14.2M +67,033 +49%
AAM
269
AMI Asset Management
California
$43.2M +$324K +1,525 +0.8%
Rafferty Asset Management
270
Rafferty Asset Management
New York
$42.8M -$7.07M -33,288 -14%
ZCA
271
Zeke Capital Advisors
Pennsylvania
$42.8M +$12.2M +57,366 +40%
Nisa Investment Advisors
272
Nisa Investment Advisors
Missouri
$42.7M +$1.79M +8,450 +4%
CAG
273
Crestwood Advisors Group
Massachusetts
$42.6M +$6.72M +31,661 +19%
OWP
274
Obermeyer Wealth Partners
Colorado
$42.6M +$727K +3,424 +2%
TC
275
TownSquare Capital
Utah
$42.6M +$2.23M +10,486 +6%
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