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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 %
M
851
Mirova
France
$3.26M +$47.1K +222 +1%
FHB
852
First Hawaiian Bank
Hawaii
$3.25M +$110K +517 +3%
VCM
853
Vision Capital Management
Oregon
$3.24M +$1.28M +6,025 +65%
NB
854
NBT Bank
New York
$3.21M +$52.2K +246 +2%
AAM
855
Azzad Asset Management
Virginia
$3.2M +$128K +604 +4%
LWANC
856
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.2M -$57.3K -270 -2%
CA
857
Callahan Advisors
Texas
$3.19M +$81.9K +386 +3%
CG
858
Caprock Group
Idaho
$3.19M +$64.3K +303 +2%
BRWM
859
B. Riley Wealth Management
Tennessee
$3.17M +$43.9K +207 +1%
IRF
860
IBM Retirement Fund
New York
$3.17M -$138K -648 -4%
Acadian Asset Management
861
Acadian Asset Management
Massachusetts
$3.17M -$7.58M -35,739 -71%
MS
862
Maven Securities
Jersey
$3.16M +$1.25M +5,883 +65%
LS
863
Livforsakringsbolaget Skandia
Sweden
$3.13M +$127K +600 +4%
WAS
864
Winch Advisory Services
Wisconsin
$3.12M -$163K -769 -5%
MPWT
865
MassMutual Private Wealth & Trust
Connecticut
$3.11M -$2.39M -11,256 -43%
AWM
866
Apollon Wealth Management
South Carolina
$3.11M -$1.24M -5,817 -28%
HT
867
HAP Trading
New York
$3.11M -$5.29M -24,900 -63%
SF
868
Summit Financial
New Jersey
$3.07M +$497K +2,339 +19%
KC
869
Knuff & Co
California
$3.06M -$1.3M -6,106 -30%
KLWA
870
Kelly Lawrence W & Associates
California
$3.06M +$265K +1,250 +10%
TCA
871
Transcend Capital Advisors
New Jersey
$3.05M +$173K +817 +6%
BONST
872
Bank of Nova Scotia Trust
Ontario, Canada
$3.03M +$2.82M +13,286 +1,330%
MYAM
873
Meiji Yasuda Asset Management
Japan
$3.01M -$526K -2,479 -15%
BCP
874
Blackhawk Capital Partners
Wisconsin
$3.01M +$56.3K +265 +2%
FB
875
Fulton Bank
Pennsylvania
$2.98M +$156K +735 +6%
33 34
35
36 37