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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 %
SF
451
Synovus Financial
Georgia
$14.6M +$810K +3,820 +6%
CFM
452
Coronation Fund Managers
South Africa
$14.6M +$2.84M +13,361 +24%
TNB
453
Thomasville National Bank
Georgia
$14.5M +$619K +2,917 +4%
IPGDR
454
Investidor Profissional Gestao de Recursos
Brazil
$14.5M +$2.08M +9,796 +17%
DAM
455
Deltec Asset Management
New York
$14.3M +$5.05M +23,800 +54%
BVDMP
456
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$14.3M -$2.29M -12,000 -14%
DIA
457
Davidson Investment Advisors
Montana
$14.2M +$273K +1,286 +2%
IAIM
458
Industrial Alliance Investment Management
Quebec, Canada
$14M -$2.02M -9,512 -13%
CAN
459
Cetera Advisor Networks
California
$13.8M +$438K +2,064 +3%
ONB
460
Old National Bancorp
Indiana
$13.6M +$655K +3,083 +5%
SFA
461
Sequoia Financial Advisors
Ohio
$13.5M +$3.28M +15,467 +32%
CA
462
Cullinan Associates
Kentucky
$13.5M -$1.96M -9,238 -13%
SIA
463
Sit Investment Associates
Minnesota
$13.5M +$274K +1,290 +2%
SCM
464
Sandler Capital Management
New York
$13.5M -$10M -47,240 -43%
LMIM
465
Lockheed Martin Investment Management
Maryland
$13.5M +$1.58M +7,424 +13%
RMA
466
Roffman Miller Associates
Pennsylvania
$13.5M +$987K +4,648 +8%
TFM
467
TPI Fund Managers
United Kingdom
$13.4M +$642K +3,025 +5%
KRS
468
Kentucky Retirement Systems
Kentucky
$13.3M +$440K +2,071 +3%
Jones Financial Companies
469
Jones Financial Companies
Missouri
$13.2M +$517K +2,437 +4%
ECU
470
Eisler Capital (UK)
United Kingdom
$13.1M +$6.93M +32,246 +112%
LWM
471
Lyell Wealth Management
California
$13M +$81.5K +384 +0.6%
CTI
472
Community Trust & Investment
Kentucky
$13M +$6.79M +31,967 +110%
AWA
473
Aaron Wealth Advisors
Illinois
$12.8M +$12.8M +2,723,708 +76,897%
QIM
474
Quest Investment Management
Oregon
$12.8M +$785K +3,696 +7%
FSCM
475
First Sabrepoint Capital Management
Texas
$12.7M +$5.31M +25,000 +71%
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