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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 %
AHC
501
Adell Harriman & Carpenter
Texas
$11.2M +$110K +516 +1%
CSS
502
Cubist Systematic Strategies
Connecticut
$11.1M +$3.87M +18,239 +53%
MIM
503
Marco Investment Management
Georgia
$11M +$2.53M +11,928 +30%
MMC
504
Mizuho Markets Cayman
Cayman Islands
$10.9M +$3.48M +16,409 +47%
AIM
505
Achmea Investment Management
Netherlands
$10.8M +$10.8M +50,842 New
GH
506
GAM Holding
Switzerland
$10.7M +$5.67M +26,699 +113%
CGH
507
Crossmark Global Holdings
Texas
$10.7M -$1.27M -5,997 -11%
CIA
508
Covington Investment Advisors
Pennsylvania
$10.7M +$346K +1,631 +3%
KC
509
KCL Capital
New York
$10.6M -$17.2M -80,830 -62%
NRS
510
Neville Rodie & Shaw
New York
$10.6M -$351K -1,655 -3%
PCIA
511
Prime Capital Investment Advisors
Kansas
$10.5M -$52.6K -207 -0.5%
CB
512
Commerce Bank
Missouri
$10.5M -$529K -2,493 -5%
CAM
513
Congress Asset Management
Massachusetts
$10.5M -$277K -1,306 -3%
CCM
514
Covington Capital Management
California
$10.3M +$878K +4,137 +9%
HF
515
HRT Financial
New York
$10.2M +$10.2M +48,095 New
SCA
516
Stillwater Capital Advisors
Pennsylvania
$10.2M -$237K -1,114 -2%
GFA
517
Gifford Fong Associates
California
$10.1M – – –
CWM
518
Calamos Wealth Management
Illinois
$10.1M -$15.7K -74 -0.2%
CCM
519
Channing Capital Management
Illinois
$10M +$10M +47,230 New
JWM
520
Jackson Wealth Management
Florida
$9.97M -$4.97M -23,391 -33%
SGDR
521
SPX Gestao de Recursos
Brazil
$9.89M +$9.89M +46,600 New
FHA
522
First Horizon Advisors
Tennessee
$9.87M -$1.55M -7,302 -14%
ACA
523
Aptus Capital Advisors
Alabama
$9.79M +$1.45M +6,838 +17%
CTA
524
Chesley Taft & Associates
Illinois
$9.78M -$214K -1,100 -2%
ASN
525
Advisory Services Network
Georgia
$9.78M +$1.16M +5,459 +13%
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