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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 %
WMSA
576
Weiss Multi-Strategy Advisers
New York
$8.15M +$8.15M +38,377 New
M
577
MOTCO
Texas
$8.12M +$451K +2,123 +6%
CUAMC
578
China Universal Asset Management Company
China
$8.07M -$1.06M -5,000 -12%
PAM
579
Private Asset Management
California
$8.03M +$922K +4,342 +13%
HCMT
580
Highland Capital Management (Tennessee)
Tennessee
$8.03M +$393K +1,850 +5%
GAG
581
Goodman Advisory Group
Massachusetts
$8M +$1.33M +6,282 +20%
FVWA
582
Foster Victor Wealth Advisors
South Carolina
$7.97M +$510K +2,540 +7%
EI
583
Ethic Inc
New York
$7.94M +$1.26M +5,936 +19%
FNT
584
First National Trust
Pennsylvania
$7.94M +$161K +760 +2%
PCM
585
Parsons Capital Management
Rhode Island
$7.92M -$451K -2,123 -5%
ACP
586
Ashfield Capital Partners
California
$7.91M -$128K -605 -2%
MIC
587
Means Investment Company
Maine
$7.8M +$403K +1,898 +5%
TCOV
588
Trust Company of Vermont
Vermont
$7.8M +$474K +2,232 +6%
NCM
589
Novare Capital Management
North Carolina
$7.77M +$16.3K +77 +0.2%
BWFA
590
Baltimore-Washington Financial Advisors
Maryland
$7.73M -$1.73M -8,167 -18%
CCM
591
Crossvault Capital Management
Texas
$7.71M -$444K -2,093 -5%
PCA
592
Private Capital Advisors
Connecticut
$7.71M +$77.5K +365 +1%
OPS
593
Orion Portfolio Solutions
Nebraska
$7.68M +$363K +1,711 +5%
MP
594
Marlowe Partners
New York
$7.56M +$7.56M +35,618 New
CAPTRUST Financial Advisors
595
CAPTRUST Financial Advisors
North Carolina
$7.51M +$748K +3,522 +11%
DJSG
596
D.J. St. Germain
Massachusetts
$7.44M +$579K +2,729 +8%
PFS
597
Prospera Financial Services
Texas
$7.36M -$2.42M -11,399 -25%
SPIO
598
Seven Post Investment Office
California
$7.35M – – –
AF
599
Alerus Financial
North Dakota
$7.32M +$443K +2,085 +6%
PP
600
Prudential plc
United Kingdom
$7.32M +$1.53M +7,204 +26%
22 23
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