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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 %
AF
476
Ally Financial
Michigan
$12.7M +$8.49M +40,000 +200%
BF
477
BOK Financial
Oklahoma
$12.7M -$2.39M -11,260 -16%
MLICM
478
Metropolitan Life Insurance Company (MetLife)
New York
$12.6M -$12.5M -58,653 -50%
EGA
479
Eagle Global Advisors
Texas
$12.6M -$104K -491 -0.8%
NMERB
480
New Mexico Educational Retirement Board
New Mexico
$12.2M -$446K -2,100 -4%
SIM
481
Spark Investment Management
New York
$12.1M – – –
RSS
482
Rosenblum Silverman Sutton
California
$12M -$63.9K -301 -0.5%
SG Americas Securities
483
SG Americas Securities
New York
$12M -$5.44M -25,631 -31%
Mercer Global Advisors
484
Mercer Global Advisors
Colorado
$12M -$462K -2,178 -4%
DA
485
Dash Acquisitions
California
$11.9M +$4.6M +21,684 +63%
PTC
486
Philadelphia Trust Company
Pennsylvania
$11.8M +$560K +2,638 +5%
EAM
487
Erste Asset Management
Austria
$11.8M -$268K -1,247 -2%
SAM
488
Sabadell Asset Management
Spain
$11.7M +$6.99M +34,930 +147%
KWM
489
Kingsview Wealth Management
Oregon
$11.6M +$7.53M +35,445 +183%
LSERS
490
Louisiana State Employees Retirement System
Louisiana
$11.6M +$149K +800 +1%
AC
491
Abbrea Capital
California
$11.6M +$9.76M +45,969 +539%
Millennium Management
492
Millennium Management
New York
$11.6M -$75.3M -354,667 -87%
JRP
493
Jasper Ridge Partners
California
$11.5M +$48.8K +230 +0.4%
OC
494
Oppenheimer & Co
New York
$11.5M -$59K -278 -0.5%
BCV
495
Banque Cantonale Vaudoise
Switzerland
$11.4M +$342K +1,613 +3%
KWILP
496
Kiwi Wealth Investments Limited Partnership
New Zealand
$11.4M +$4.1M +19,332 +56%
NAMM
497
NorthStar Asset Management (Massachusetts)
Massachusetts
$11.4M +$930K +4,381 +9%
Wealthfront Advisers
498
Wealthfront Advisers
California
$11.3M +$287K +1,354 +3%
EWM
499
Edge Wealth Management
New York
$11.2M +$154K +725 +1%
SSB
500
Sandy Spring Bank
Maryland
$11.2M +$503K +2,371 +5%
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