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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 %
AAS
601
Annex Advisory Services
Wisconsin
$7.31M +$1.55M +7,314 +27%
TI
602
Tidal Investments
Wisconsin
$7.3M +$525K +2,475 +8%
WTC
603
WhitTier Trust Company
Nevada
$7.22M +$573K +2,697 +9%
YWP
604
YorkBridge Wealth Partners
New York
$7.2M +$2.14M +10,092 +42%
ECM
605
Everence Capital Management
Indiana
$7.19M +$1.24M +5,830 +21%
HCM
606
Hillman Capital Management
Maryland
$7.18M +$6.77M +31,866 +1,635%
BRWA
607
B. Riley Wealth Advisors
Florida
$7.16M +$59.7K +281 +0.8%
KPWS
608
Kestra Private Wealth Services
Texas
$7.16M +$382K +1,797 +6%
BM
609
Bridger Management
New York
$7.11M +$7.11M +33,500 New
ITFISA
610
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$7.09M -$3.57M -16,809 -33%
KA
611
Kerrisdale Advisers
Florida
$7.08M -$8.5M -40,031 -55%
AAS
612
Avantax Advisory Services
Texas
$7.04M +$55.3K +261 +0.8%
SWM
613
Spire Wealth Management
Virginia
$6.97M -$2.33M -10,957 -25%
HVIA
614
Hudson Valley Investment Advisors
New York
$6.93M -$290K -1,367 -4%
FT
615
Fiduciary Trust
Massachusetts
$6.91M -$70.9K -334 -1%
DHFB
616
Dixon Hubard Feinour & Brown
Virginia
$6.86M -$81.3K -383 -1%
RJT
617
Raymond James Trust
Florida
$6.85M -$365K -1,717 -5%
NLGIA
618
Nippon Life Global Investors Americas
New York
$6.81M -$340K -1,600 -5%
OHIS
619
Oak Harvest Investment Services
Texas
$6.8M +$434K +2,045 +7%
TCOK
620
Trust Company of Kansas
Kansas
$6.77M +$1.77M +8,355 +35%
AMI
621
Amica Mutual Insurance
Rhode Island
$6.77M +$6.77M +31,883 New
DCM
622
Dupont Capital Management
Delaware
$6.71M +$419K +1,974 +7%
IA
623
IndexIQ Advisors
New York
$6.7M +$404K +1,902 +6%
SWP
624
Stratos Wealth Partners
Ohio
$6.67M -$158K -743 -2%
AAM
625
Autus Asset Management
Arizona
$6.65M -$1.27M -5,990 -16%
23 24
25
26 27