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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 %
TW
626
Transform Wealth
Colorado
$6.61M +$576K +2,711 +10%
RC
627
RegentAtlantic Capital
New Jersey
$6.61M -$1.17M -5,487 -15%
VAS
628
Vestmark Advisory Solutions
Massachusetts
$6.6M +$1.73M +8,126 +35%
CFG
629
Cambridge Financial Group
Ohio
$6.58M -$292K -1,375 -4%
SWM
630
Selective Wealth Management
Virginia
$6.54M +$243K +1,146 +4%
BAMF
631
BI Asset Management Fondsmaeglerselskab
Denmark
$6.52M -$607K -2,860 -9%
WB
632
Webster Bank
Connecticut
$6.47M +$112K +527 +2%
CAM
633
Cresset Asset Management
Illinois
$6.45M -$1.52M -7,150 -19%
JAM
634
Jupiter Asset Management
United Kingdom
$6.42M +$290K +1,367 +5%
SA
635
Strategic Advisors
New York
$6.39M +$491K +2,314 +8%
SAM
636
SP Asset Management
California
$6.39M +$5.31K +25 +0.1%
CC
637
Codex Capital
New York
$6.37M -$212K -1,000 -3%
PSC
638
Prentiss Smith & Co
Vermont
$6.35M +$311K +1,465 +5%
MHC
639
Meyer Handelman Company
New York
$6.35M +$1.68M +7,925 +36%
WAOTB
640
Wealth Advisors of Tampa Bay
Florida
$6.33M +$684K +3,220 +12%
UC
641
Unio Capital
New Jersey
$6.33M -$72.2K -340 -1%
TC
642
Tsai Capital
New York
$6.29M +$377K +1,777 +6%
VPIM
643
Vanguard Personalized Indexing Management
California
$6.27M +$297K +1,401 +5%
SC
644
Scholtz & Company
Connecticut
$6.25M -$1.12M -5,297 -15%
DY
645
Dowling & Yahnke
California
$6.23M +$162K +765 +3%
CCG
646
Cypress Capital Group
Florida
$6.18M -$732K -3,449 -11%
KRSITF
647
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.17M +$528K +2,488 +9%
FFA
648
Fragasso Financial Advisors
Pennsylvania
$6.15M +$875K +4,119 +17%
DADC
649
D.A. Davidson & Co
Montana
$6.06M -$25.7K -121 -0.4%
FLPIM
650
F.L. Putnam Investment Management
Massachusetts
$6.06M +$127K +600 +2%
24 25
26
27 28