CRM icon

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 %
Creative Planning
276
Creative Planning
Kansas
$42.2M +$18.8M +88,383 +80%
SL
277
Summitry LLC
California
$42.1M +$7.77M +36,616 +23%
CWM
278
CIBC World Markets
New York
$42.1M -$3M -14,135 -7%
ERSOT
279
Employees Retirement System of Texas
Texas
$41.8M – – –
CIBC World Market
280
CIBC World Market
Ontario, Canada
$41.7M -$731K -3,442 -2%
MJRIC
281
Mogy Joel R Investment Counsel
California
$41.2M -$113K -532 -0.3%
Brown Advisory
282
Brown Advisory
Maryland
$41.2M -$3.81M -17,925 -8%
AAM
283
Abeille Asset Management
France
$41.2M +$38M +178,920 +1,196%
Impax Asset Management Group
284
Impax Asset Management Group
United Kingdom
$41.1M +$3.75M +17,645 +10%
Jane Street
285
Jane Street
New York
$39.6M -$22M -103,787 -36%
JCM
286
Junto Capital Management
New York
$39M -$5.5M -25,919 -12%
Mariner
287
Mariner
Kansas
$38.9M -$53.6M -252,388 -58%
SSA
288
Schonfeld Strategic Advisors
New York
$38.7M +$13.1M +61,826 +51%
PPC
289
Park Presidio Capital
California
$38.4M +$20.6M +97,235 +116%
Vontobel Holding
290
Vontobel Holding
Switzerland
$38.4M +$2.5M +11,613 +7%
PTC
291
Petrus Trust Company
Texas
$38.1M +$301K +1,419 +0.8%
PI
292
PineBridge Investments
New York
$37.5M -$10.3M -48,396 -22%
IFLIT
293
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$37.3M -$7.43M -35,000 -17%
HFS
294
Hantz Financial Services
Michigan
$36.9M +$1.84M +8,685 +5%
GC
295
Guggenheim Capital
Illinois
$36.3M -$7.97M -37,548 -18%
SMDAM
296
Sumitomo Mitsui DS Asset Management
Japan
$36.2M +$3.7M +17,441 +11%
AGP
297
Akaris Global Partners
New York
$36M +$26.2M +123,309 +266%
URS
298
Utah Retirement Systems
Utah
$35.6M -$658K -3,100 -2%
Qube Research & Technologies (QRT)
299
Qube Research & Technologies (QRT)
United Kingdom
$35.4M +$14.9M +70,001 +73%
Cambridge Investment Research Advisors
300
Cambridge Investment Research Advisors
Iowa
$35.3M -$2.48M -11,670 -7%
10 11
12
13 14