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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
$14.6B
2
IFP
Independent Franchise Partners
United Kingdom
$383M
3
Fidelity International
Fidelity International
Bermuda
$1.03B
4
Morgan Stanley
Morgan Stanley
New York
$3.54B
5
Vanguard Group
Vanguard Group
Pennsylvania
$16.5B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$12.9B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.05B
3
DZ Bank
DZ Bank
Germany
$384M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.65B
5
CP
Castleview Partners
Texas
$732K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$480M -$30.9M -141,580 -6%
RJA
52
Raymond James & Associates
Florida
$462M +$11.2M +52,605 +2%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$460M +$169M +797,809 +58%
Winslow Capital Management
54
Winslow Capital Management
Minnesota
$458M -$10M -47,280 -2%
HA
55
HHLR Advisors
Cayman Islands
$450M +$40.2M +189,161 +10%
Lazard Asset Management
56
Lazard Asset Management
New York
$446M -$12M -56,433 -3%
PI
57
Putnam Investments
Massachusetts
$442M +$16.9M +79,797 +4%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$435M +$47.4M +223,056 +12%
First Trust Advisors
59
First Trust Advisors
Illinois
$434M -$72M -338,937 -14%
Harris Associates
60
Harris Associates
Illinois
$426M +$279M +1,314,438 +190%
CS
61
Credit Suisse
Switzerland
$414M -$1.06M -5,014 -0.3%
First Eagle Investment Management
62
First Eagle Investment Management
New York
$406M +$526K +2,478 +0.1%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$405M -$30.6M -144,283 -7%
Citigroup
64
Citigroup
New York
$405M -$32M -150,775 -7%
Barclays
65
Barclays
United Kingdom
$403M -$303M -1,428,303 -43%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$394M +$61.6M +290,158 +19%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$387M +$12.6M +59,408 +3%
DZ Bank
68
DZ Bank
Germany
$384M -$532M -2,507,164 -58%
IFP
69
Independent Franchise Partners
United Kingdom
$383M +$383M +1,806,056 New
GIM
70
Generation Investment Management
United Kingdom
$383M +$242M +1,139,993 +172%
FCM
71
Farallon Capital Management
California
$373M +$137M +644,700 +58%
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$368M +$250M +1,175,288 +210%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$363M -$19.8M -93,205 -5%
American Century Companies
74
American Century Companies
Missouri
$359M -$77.8M -366,294 -18%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$351M +$35.2M +164,940 +11%
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