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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 %
FIB
801
First Interstate Bank
Montana
$3.65M -$12.3K -58 -0.3%
CGL
802
Clarius Group LLC
Washington
$3.64M – – –
LFAS
803
Level Four Advisory Services
Texas
$3.63M +$36.1K +170 +1%
PP
804
Paloma Partners
Connecticut
$3.63M -$2.83M -13,341 -44%
CI
805
Cigna Investments
Connecticut
$3.61M -$1.06M -4,998 -23%
ACM
806
AlphaCrest Capital Management
New York
$3.6M -$3.01M -14,191 -46%
KWMG
807
King Wealth Management Group
Florida
$3.59M -$339K -1,596 -9%
MC
808
Mathes Company
New York
$3.58M -$51K -240 -1%
TCOT
809
Trust Company of Toledo
Ohio
$3.57M -$5.73K -27 -0.2%
JSMC
810
Jess S. Morgan & Co
California
$3.57M +$101K +478 +3%
CWM
811
Cabot Wealth Management
Massachusetts
$3.55M +$15.9K +75 +0.5%
PAM
812
Pegasus Asset Management
New York
$3.54M -$9.77K -46 -0.3%
TPCW
813
TD Private Client Wealth
New York
$3.53M +$1.09M +5,153 +45%
LW
814
Linscomb Wealth
Texas
$3.53M +$84.5K +398 +2%
IP
815
Interval Partners
New York
$3.5M +$3.5M +16,500 New
Lord, Abbett & Co
816
Lord, Abbett & Co
New Jersey
$3.5M -$497K -2,341 -12%
BHA
817
Beech Hill Advisors
New York
$3.47M +$224K +1,056 +7%
SLI
818
Sumitomo Life Insurance
Japan
$3.46M -$51.4K -242 -1%
CAL
819
Capital Analysts LLC
Pennsylvania
$3.45M +$65.6K +309 +2%
JWCA
820
J.W. Cole Advisors
Florida
$3.44M +$240K +1,131 +7%
AWS
821
AJ Wealth Strategies
New York
$3.44M -$1.38M -6,495 -29%
LOAMS
822
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.44M +$144K +677 +4%
WG
823
Winton Group
United Kingdom
$3.43M +$1.65M +7,762 +92%
MIS
824
Morningstar Investment Services
Illinois
$3.43M +$729K +3,387 +27%
TC
825
Telemus Capital
Michigan
$3.43M +$400K +1,885 +13%
31 32
33
34 35