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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 %
EDRH
401
Edmond de Rothschild Holding
Switzerland
$19.2M +$1.05M +4,932 +6%
TAM
402
Trillium Asset Management
Massachusetts
$19.1M -$7.46M -35,133 -28%
FSA
403
Franklin Street Advisors
North Carolina
$19M +$479K +2,258 +3%
Lido Advisors
404
Lido Advisors
California
$18.9M +$1.73M +8,169 +10%
BPCE
405
Bank Pictet & Cie (Europe)
Germany
$18.7M -$37.9M -178,580 -67%
MML Investors Services
406
MML Investors Services
Massachusetts
$18.7M +$12.1K +57 +0.1%
MC
407
Middleton & Co
Massachusetts
$18.6M -$36.1K -170 -0.2%
DWM
408
Doyle Wealth Management
Florida
$18.4M +$741K +3,490 +4%
FBA
409
Front Barnett Associates
Illinois
$18.3M +$206K +970 +1%
CC
410
Crosslink Capital
California
$18.1M -$10.2M -48,185 -36%
BIM
411
Bridges Investment Management
Nebraska
$18M +$466K +2,196 +3%
OA
412
Oak Associates
Ohio
$17.8M +$32.5K +153 +0.2%
CA
413
Cetera Advisors
Colorado
$17.8M +$1.19M +5,626 +7%
SAM
414
Securian Asset Management
Minnesota
$17.5M -$127K -596 -0.7%
NAM
415
NorthCrest Asset Manangement
Minnesota
$17.4M +$799K +3,763 +5%
Cerity Partners
416
Cerity Partners
New York
$17.2M +$1.27M +6,128 +8%
FCH
417
Freestone Capital Holdings
Washington
$17.2M +$2.46M +11,602 +17%
JG
418
Jefferies Group
New York
$17.1M +$4.81M +22,637 +39%
PAG
419
Private Advisor Group
New Jersey
$17.1M +$3.79M +17,861 +28%
WIM
420
Waverton Investment Management
United Kingdom
$17.1M -$3.87M -18,247 -19%
IPAM
421
ICICI Prudential Asset Management
India
$17M +$3.15M +14,640 +23%
BFO
422
Boston Family Office
Massachusetts
$17M +$2.86M +13,492 +20%
OPFM
423
Optimus Prime Fund Management
Cayman Islands
$17M -$74.6M -351,200 -81%
PCMC
424
Paragon Capital Management (Colorado)
Colorado
$17M +$23.1K +109 +0.1%
AI
425
Atria Investments
North Carolina
$16.9M +$1.35M +6,373 +9%
15 16
17
18 19