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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 %
YCM
326
Yousif Capital Management
Michigan
$29.3M -$199K -939 -0.7%
GEM
327
Global Endowment Management
North Carolina
$29.1M +$6.55M +30,849 +29%
IG
328
Ithaka Group
Virginia
$28.5M +$572K +2,694 +2%
BTP
329
Bloom Tree Partners
New York
$28.5M +$28.5M +134,066 New
SAM
330
Sycomore Asset Management
France
$28.4M +$1.1M +4,973 +4%
WB
331
WesBanco Bank
West Virginia
$28.4M +$1.96M +9,241 +7%
TMAM
332
Tokio Marine Asset Management
Japan
$28.3M +$461K +2,171 +2%
UCFA
333
United Capital Financial Advisors
Texas
$28.2M +$777K +3,659 +3%
IC
334
Inverness Counsel
New York
$28M -$23.7M -111,856 -46%
COPPSERS
335
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$28M +$1.89M +8,914 +7%
MOACM
336
Mutual of America Capital Management
New York
$27.9M +$466K +2,194 +2%
MCM
337
Maryland Capital Management
Maryland
$27.6M -$468K -2,206 -2%
Comerica Bank
338
Comerica Bank
Texas
$27.6M -$107K -576 -0.4%
TC
339
TwinBeech Capital
New York
$27.6M +$9.62M +45,312 +54%
Twin Tree Management
340
Twin Tree Management
Texas
$27.5M -$48.2K -227 -0.2%
CW
341
Connectus Wealth
Ohio
$27.4M -$1.09M -4,289 -4%
MAM
342
Magellan Asset Management
Australia
$27.4M +$26.9M +126,866 +6,150%
APC
343
Alta Park Capital
California
$27.3M -$28.4M -133,664 -51%
SPIA
344
Steward Partners Investment Advisory
New York
$27.2M +$535K +2,520 +2%
TPSF
345
Texas Permanent School Fund
Texas
$27.1M -$1.54M -7,269 -5%
BCM
346
Becker Capital Management
Oregon
$26.9M +$254K +1,197 +1%
MC
347
MIG Capital
California
$26.8M -$7.38M -34,743 -22%
OAG
348
Orbis Allan Gray
Bermuda
$26.7M +$10.6M +50,077 +66%
HAM
349
HHR Asset Management
New Jersey
$26.6M -$2.14M -10,076 -7%
TAF
350
Tredje AP-fonden
Sweden
$26.1M +$4.34M +20,426 +20%
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