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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 %
RCM
676
RNC Capital Management
California
$5.46M +$309K +1,453 +6%
FFA
677
First Foundation Advisors
California
$5.43M -$8.83M -41,584 -62%
NCM
678
Nelson Capital Management
California
$5.43M -$64.3K -303 -1%
ZCM
679
Ziegler Capital Management
Illinois
$5.4M +$169K +801 +3%
WSCM
680
Wellington Shields Capital Management
New York
$5.39M +$3.98M +81,094 +281%
AP
681
Advisor Partners
California
$5.37M +$490K +2,310 +10%
KCM
682
Karp Capital Management
California
$5.36M -$1.94M -9,135 -27%
PWS
683
Peloton Wealth Strategists
Indiana
$5.36M +$228K +1,075 +4%
MIAN
684
Mariner Independent Advisor Network
Kansas
$5.36M +$1M +4,740 +23%
SCM
685
Sitrin Capital Management
California
$5.35M +$21K +99 +0.4%
CCP
686
Corient Capital Partners
California
$5.35M -$117K -551 -2%
SW
687
SteelPeak Wealth
California
$5.34M +$1.06M +5,001 +25%
IMRF
688
Illinois Municipal Retirement Fund
Illinois
$5.34M – – –
FF
689
FourThought Financial
Florida
$5.33M +$2.39M +11,153 +81%
FG
690
Fiduciary Group
Georgia
$5.32M -$41.9K -260 -0.8%
MUAMU
691
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.31M – – –
STA
692
Summit Trail Advisors
New York
$5.3M -$521K -2,455 -9%
HIA
693
Harbor Investment Advisory
Maryland
$5.25M -$1.63M -7,670 -24%
AF
694
Arrow Financial
New York
$5.23M +$12.7K +60 +0.2%
MFAM
695
Motley Fool Asset Management
Virginia
$5.22M -$173K -814 -3%
RIM
696
Redpoint Investment Management
Australia
$5.2M +$155K +730 +3%
IWP
697
Icon Wealth Partners
Texas
$5.2M +$475K +2,237 +10%
CIP
698
Chartwell Investment Partners
Pennsylvania
$5.2M +$871K +4,105 +20%
BC
699
Brookfield Corp
Ontario, Canada
$5.19M +$4.57M +21,510 +735%
SFI
700
Siemens Fonds Invest
Germany
$5.18M -$12.1K -57 -0.2%
26 27
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