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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 %
PFP
651
Pinnacle Financial Partners
Tennessee
$6.05M +$562K +2,648 +10%
VFA
652
Valeo Financial Advisors
Indiana
$6.04M +$272K +3,368 +5%
NPT
653
Nixon Peabody Trust
Massachusetts
$6.02M +$110K +517 +2%
RIA
654
RPG Investment Advisory
California
$6.02M +$749K +3,530 +14%
CK
655
Cohen Klingenstein
New York
$6.01M – – –
HCA
656
Harbor Capital Advisors
Illinois
$5.98M -$579K -2,726 -9%
SC
657
Sepio Capital
Utah
$5.97M -$637K -2,998 -10%
AWMT
658
AAFMAA Wealth Management & Trust
North Carolina
$5.97M +$1.14M +5,361 +24%
KAS
659
Kemnay Advisory Services
New York
$5.9M -$2.31M -10,900 -28%
LGF
660
LGT Group Foundation
Liechtenstein
$5.89M -$5.17M -24,334 -47%
SIC
661
Salem Investment Counselors
North Carolina
$5.88M +$1M +4,719 +21%
CG
662
Colony Group
Massachusetts
$5.88M +$1.3M +6,112 +28%
CIG
663
Consolidated Investment Group
Colorado
$5.86M – – –
GAM
664
Gotham Asset Management
New York
$5.83M -$1.23M -5,775 -17%
DBG
665
De Burlo Group
Massachusetts
$5.8M -$648K -3,050 -10%
BJL
666
Brighton Jones LLC
Washington
$5.79M +$445K +2,098 +8%
WF
667
WoodTrust Financial
Wisconsin
$5.73M +$403K +1,899 +8%
PC
668
Permanens Capital
New York
$5.71M -$1.52M -7,171 -21%
PHK
669
Point72 Hong Kong
Hong Kong
$5.71M +$4.78M +22,497 +512%
BZWA
670
Blue Zone Wealth Advisors
California
$5.7M +$585K +2,754 +11%
SAM
671
Shikiar Asset Management
New York
$5.68M +$641K +3,020 +13%
Wolverine Trading
672
Wolverine Trading
Illinois
$5.67M -$7.87M -36,627 -58%
GC
673
Garde Capital
Washington
$5.56M -$15.5K -73 -0.3%
SWIG
674
Strategic Wealth Investment Group
Kentucky
$5.56M +$1.05M +4,929 +23%
PVH
675
Psagot Value Holdings
Israel
$5.56M +$36.3K +171 +0.7%
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