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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 %
BFIM
776
Beese Fulmer Investment Management
Ohio
$4.05M +$434K +2,046 +12%
KFP
777
KMG Fiduciary Partners
Ohio
$4.04M -$462K -2,174 -10%
BHIA
778
Birch Hill Investment Advisors
Massachusetts
$4.03M +$543K +2,556 +16%
VAM
779
Vienna Asset Management
California
$4.03M +$3.26M +15,335 +420%
BWA
780
BDO Wealth Advisors
Florida
$4.03M +$56.5K +266 +1%
ZB
781
Zions Bancorporation
Utah
$4.01M +$910K +4,284 +29%
BCCM
782
Bridge Creek Capital Management
Massachusetts
$4M -$4.35M -20,473 -52%
IHL
783
Investment House LLC
California
$3.98M -$128K -605 -3%
CG
784
Cutler Group
California
$3.96M -$3M -14,145 -43%
LBC
785
Lawrence B. Cohen
$3.96M +$329K +1,551 +9%
HWM
786
Hohimer Wealth Management
Washington
$3.96M +$159K +747 +4%
H
787
HoyleCohen
California
$3.94M +$328K +1,544 +9%
MCP
788
Mirador Capital Partners
California
$3.91M +$165K +776 +4%
MCM
789
Murphy Capital Management
New Jersey
$3.88M -$617K -2,906 -14%
CCM
790
Cohen Capital Management
California
$3.87M +$266K +1,253 +7%
DA
791
Dillon & Associates
Michigan
$3.86M +$365K +1,720 +10%
BIP
792
Bouvel Investment Partners
Pennsylvania
$3.83M +$138K +652 +4%
S
793
Surevest
California
$3.83M -$1.26M -5,936 -25%
CM
794
Caption Management
Oklahoma
$3.82M +$3.82M +18,000 New
EF
795
Empirical Finance
Pennsylvania
$3.78M +$802K +3,776 +27%
MNBTD
796
Moody National Bank Trust Division
Texas
$3.74M -$410K -1,929 -10%
CDH
797
Charles D. Hyman
$3.72M +$2.35M +11,050 +171%
SIM
798
Stratos Investment Management
Ohio
$3.71M +$145K +684 +4%
V
799
Veritable
Delaware
$3.68M +$41.2K +194 +1%
FWM
800
Frontier Wealth Management
Missouri
$3.68M -$107K -551 -3%
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