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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 %
JCM
726
Jag Capital Management
Missouri
$4.8M -$1.08M -5,117 -18%
VHAM
727
Van Hulzen Asset Management
California
$4.8M +$2.19M +10,312 +84%
TCM
728
Twin Capital Management
Pennsylvania
$4.78M -$189K -891 -4%
Bessemer Group
729
Bessemer Group
New Jersey
$4.77M +$441K +2,078 +10%
KIP
730
Kayak Investment Partners
California
$4.75M -$4.81M -22,657 -50%
KCM
731
Kornitzer Capital Management
Kansas
$4.73M +$538K +2,535 +13%
MM
732
Meridian Management
Arkansas
$4.71M +$10.8K +51 +0.2%
RCM
733
RB Capital Management
Nevada
$4.7M +$12.3K +58 +0.3%
NIMI
734
Natixis Investment Managers International
France
$4.7M +$4.42M +20,818 +1,608%
CIM
735
Chapman Investment Management
California
$4.65M +$65.4K +308 +1%
FCM
736
Fortis Capital Management
Washington
$4.65M +$3.89M +18,308 +509%
LOAME
737
Lombard Odier Asset Management (Europe)
United Kingdom
$4.59M +$717K +3,378 +19%
GIA
738
Gladstone Institutional Advisory
Florida
$4.58M +$333K +1,569 +8%
ACM
739
Alpha Capital Management
Texas
$4.56M +$447K +2,103 +11%
BFEC
740
Benjamin F. Edwards & Company
Missouri
$4.55M -$351K -1,655 -7%
OSAM
741
O'Shaughnessy Asset Management
Connecticut
$4.52M +$1.27M +5,964 +39%
GP
742
Girard Partners
Pennsylvania
$4.5M +$8.7K +41 +0.2%
FPCM
743
Financial Partners Capital Management
New York
$4.49M +$4.49M +21,161 New
ISL
744
Ingalls & Snyder LLC
New York
$4.49M +$1.34M +6,318 +43%
NA
745
NewEdge Advisors
Louisiana
$4.46M -$1.57M -7,401 -26%
PFO
746
Pathstone Family Office
New Jersey
$4.43M -$1.76M -8,178 -28%
OCM
747
Once Capital Management
New York
$4.42M – – –
PT
748
Plimoth Trust
Massachusetts
$4.41M +$364K +1,715 +9%
WSFS
749
Wilmington Savings Fund Society
Delaware
$4.4M +$3.34M +15,745 +316%
SB
750
Simmons Bank
Arkansas
$4.38M +$371K +1,746 +9%
28 29
30
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