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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 %
AIM
351
Artemis Investment Management
United Kingdom
$25.9M +$1.69M +7,991 +7%
CAM
352
ClariVest Asset Management
California
$25.7M +$999K +4,707 +4%
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$25.6M +$2.38M +11,222 +10%
GGHC
354
Gilder Gagnon Howe & Co
New York
$25.6M -$4.5M -21,181 -15%
WIM
355
Weitz Investment Management
Nebraska
$25.5M – – –
VIM
356
Vancity Investment Management
British Columbia, Canada
$25.4M +$1.7M +8,001 +7%
CT
357
Cambridge Trust
Massachusetts
$25M -$6.3M -29,651 -20%
DILIC
358
Dai-ichi Life Insurance Company
Japan
$24.7M +$488K +2,299 +2%
NB
359
Norinchukin Bank
Japan
$24.5M +$1.25M +5,902 +5%
KFC
360
Klingenstein Fields & Co
New York
$24.1M +$371K +1,749 +2%
M&T Bank
361
M&T Bank
New York
$24.1M -$6.33M -29,822 -21%
Daiwa Securities Group
362
Daiwa Securities Group
Japan
$24.1M +$1.58M +7,438 +7%
HCMG
363
Howard Capital Management Group
California
$23.7M +$23.7M +111,567 New
FWCM
364
Ferguson Wellman Capital Management
Oregon
$23.5M -$2.4M -11,306 -9%
BPWM
365
Badgley Phelps Wealth Managers
Washington
$23.2M -$197K -926 -0.8%
X
366
Xponance
Pennsylvania
$23.1M -$4.43M -20,887 -16%
LPPF
367
Long Path Partners Fund
Connecticut
$23M +$23M +108,173 New
AAP
368
Aristotle Atlantic Partners
Florida
$22.9M +$53.3K +251 +0.2%
BBVA
369
Banco Bilbao Vizcaya Argentaria
Spain
$22.8M -$4.28M -19,535 -16%
SGM
370
Skye Global Management
Florida
$22.5M +$22.5M +106,000 New
GT
371
Greenleaf Trust
Michigan
$22.2M +$1.54M +7,250 +7%
BCAM
372
Boston Common Asset Management
Massachusetts
$22.2M +$15M +70,638 +209%
CCM
373
Cinctive Capital Management
New York
$22M +$22M +103,393 New
CTC (Chicago Trading Company)
374
CTC (Chicago Trading Company)
Illinois
$21.9M +$5.2M +24,481 +31%
ZIM
375
Zacks Investment Management
Illinois
$21.7M +$978K +4,608 +5%
13 14
15
16 17