CRM icon

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 %
KA
551
Kintegral Advisory
New York
$8.88M +$199K +935 +2%
ECM
552
Exchange Capital Management
Michigan
$8.88M +$1.35M +6,335 +18%
Credit Agricole
553
Credit Agricole
France
$8.73M -$602K -2,836 -6%
CTC
554
Central Trust Company
Missouri
$8.71M -$63.5K -299 -0.7%
AWM
555
AE Wealth Management
Kansas
$8.68M -$345K -1,626 -4%
HFM
556
Harvest Fund Management
China
$8.67M -$7.92M -37,315 -48%
QP
557
Quilter Plc
United Kingdom
$8.6M -$158K -745 -2%
JIC
558
Johnson Investment Counsel
Ohio
$8.54M -$907K -4,270 -10%
SHGA
559
Sand Hill Global Advisors
California
$8.54M +$227K +1,070 +3%
OCAM
560
Onex Canada Asset Management
Ontario, Canada
$8.53M +$2.33M +10,994 +38%
CI
561
Carroll Investors
South Carolina
$8.51M +$1.57M +7,467 +23%
PA
562
Parallel Advisors
California
$8.49M -$677K -3,152 -7%
CP
563
Corbenic Partners
Pennsylvania
$8.44M +$2.73M +12,879 +48%
Cetera Investment Advisers
564
Cetera Investment Advisers
Illinois
$8.37M +$542K +2,552 +7%
EWM
565
Evercore Wealth Management
New York
$8.37M -$19.1K -90 -0.2%
BHB
566
Bank Hapoalim BM
Israel
$8.31M +$742K +3,494 +10%
AWS
567
Atria Wealth Solutions
New York
$8.3M +$8.3M +39,099 New
BOTW
568
Bank of the West
California
$8.29M -$183K -863 -2%
MC
569
Moors & Cabot
Massachusetts
$8.28M -$776K -3,654 -9%
BTWM
570
Baker Tilly Wealth Management
Wisconsin
$8.26M +$1.5M +7,078 +22%
KIA
571
KCM Investment Advisors
California
$8.25M -$468K -2,203 -5%
PI
572
PEAK6 Investments
Illinois
$8.23M -$11.6M -54,503 -58%
WS
573
Wedbush Securities
California
$8.2M +$16.8K +79 +0.2%
GIM
574
Grassi Investment Management
California
$8.16M +$361K +1,700 +5%
EWA
575
Exencial Wealth Advisors
Oklahoma
$8.15M +$149K +702 +2%
21 22
23
24 25