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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 %
OSIA
751
O'Shares Investment Advisers
Massachusetts
$4.37M -$308K -1,450 -7%
ACM
752
Aljian Capital Management
Nevada
$4.37M -$58.5K -272 -1%
SC
753
SouthState Corp
Florida
$4.31M -$96.6K -455 -2%
BCA
754
Bray Capital Advisors
Florida
$4.31M +$4.03K +19 +0.1%
AW
755
ACG Wealth
Georgia
$4.3M -$823K -3,874 -16%
LFRG
756
Lazard Frères Gestion
France
$4.28M -$255K -1,200 -6%
GPTE
757
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.27M +$305K +1,435 +8%
PWP
758
Private Wealth Partners
California
$4.26M -$72.6K -342 -2%
AssetMark Inc
759
AssetMark Inc
California
$4.25M +$2.49M +11,727 +142%
TFS
760
Thoroughbred Financial Services
Tennessee
$4.24M +$1.28M +6,041 +43%
LC
761
Lavaca Capital
Texas
$4.21M +$4.21M +19,824 New
GVAG
762
Great Valley Advisor Group
Delaware
$4.2M +$586K +2,732 +16%
MAM
763
Martingale Asset Management
Massachusetts
$4.19M -$177K -833 -4%
BAM
764
Belpointe Asset Management
Nevada
$4.18M -$636K -2,997 -13%
WPP
765
Whalerock Point Partners
Rhode Island
$4.18M -$119K -560 -3%
AAM
766
Advisors Asset Management
Colorado
$4.18M -$13K -61 -0.3%
MMA
767
Miracle Mile Advisors
California
$4.17M +$1.94M +9,118 +87%
SCM
768
Shelton Capital Management
Colorado
$4.16M +$53.9K +254 +1%
BCM
769
Brookstone Capital Management
Illinois
$4.14M +$11.5K +59 +0.3%
SNB
770
Security National Bank
Nebraska
$4.14M +$105K +496 +3%
KOCAA
771
Knights of Columbus Asset Advisors
Connecticut
$4.13M -$4.48M -21,123 -52%
LNC
772
Lincoln National Corp
Pennsylvania
$4.12M +$1.04M +4,881 +34%
PA
773
Pinnacle Associates
New York
$4.12M +$934K +4,398 +29%
BC
774
Burleson & Co
California
$4.08M +$3.44M +16,207 +537%
PCA
775
Pallas Capital Advisors
Massachusetts
$4.06M +$121K +639 +3%
29 30
31
32 33