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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 %
APA
826
American Portfolios Advisors
New York
$3.42M +$787K +3,705 +30%
ERWM
827
Elk River Wealth Management
Colorado
$3.41M +$304K +1,433 +10%
IWC
828
Integrated Wealth Concepts
Massachusetts
$3.41M -$274K -1,292 -7%
DBT
829
Dubuque Bank & Trust
Iowa
$3.4M -$115K -541 -3%
ATC
830
Argent Trust Co
Tennessee
$3.37M -$402K -1,892 -11%
PAS
831
Park Avenue Securities
New York
$3.36M +$341K +1,606 +11%
TH
832
TCTC Holdings
Texas
$3.35M +$745K +3,509 +29%
FTDI
833
First Trust Direct Indexing
Massachusetts
$3.33M +$285K +1,343 +9%
EIM
834
Essex Investment Management
Massachusetts
$3.33M -$93.9K -442 -3%
WR
835
WD Rutherford
Oregon
$3.33M +$48.2K +227 +1%
MGP
836
Metis Global Partners
California
$3.32M +$1.48M +6,963 +80%
AC
837
Asio Capital
Kentucky
$3.32M +$494K +2,327 +17%
SAI
838
Systematic Alpha Investments
New Jersey
$3.32M – – –
GAM
839
Gemmer Asset Management
California
$3.31M +$5.73K +27 +0.2%
CF
840
Centaurus Financial
California
$3.31M +$313K +1,476 +10%
RWA
841
Roberts Wealth Advisors
California
$3.3M +$189K +891 +6%
DWT
842
Dorsey & Whitney Trust
South Dakota
$3.29M +$1.64M +7,700 +99%
VI
843
Vestcor Inc
New Brunswick, Canada
$3.29M -$2.57M -12,116 -44%
SWM
844
SeaCrest Wealth Management
New York
$3.29M +$71.8K +338 +2%
AMCA
845
Arthur M. Cohen & Associates
Illinois
$3.29M -$268K -1,260 -8%
CBB
846
Citizens Business Bank
California
$3.28M +$251K +1,182 +8%
HNW
847
High Note Wealth
Minnesota
$3.27M -$58.6K -276 -2%
HBT
848
Hills Bank & Trust
Iowa
$3.27M +$39.9K +188 +1%
AFA
849
Arlington Financial Advisors
California
$3.27M +$214K +1,009 +7%
PG
850
Pendal Group
Australia
$3.26M +$120K +564 +4%
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