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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 %
CS
876
Comerica Securities
Michigan
$2.97M +$34.8K +164 +1%
AWM
877
Avior Wealth Management
Nebraska
$2.96M -$40.1K -189 -1%
BAM
878
Beaumont Asset Management
Texas
$2.96M +$253K +1,193 +9%
EMG
879
ETF Managers Group
New Jersey
$2.96M -$677K -3,150 -19%
MKA
880
M. Kulyk & Associates
Georgia
$2.95M +$831K +3,916 +39%
JSC
881
Jackson Square Capital
California
$2.94M -$104K -491 -3%
GWM
882
GDS Wealth Management
Texas
$2.94M +$758K +4,052 +35%
LMGAM
883
Liberty Mutual Group Asset Management
Massachusetts
$2.94M +$2.94M +13,825 New
STC
884
Sarah T. Connolly
$2.93M +$192K +905 +7%
GCM
885
Geneva Capital Management
Wisconsin
$2.93M +$29.9K +141 +1%
SCM
886
Silvant Capital Management
Georgia
$2.92M -$37.6K -177 -1%
WIA
887
Westbourne Investment Advisors
Maryland
$2.92M +$2.75M +12,943 +1,618%
S
888
Seeyond
France
$2.9M +$733K +3,454 +34%
MFS
889
Mirabella Financial Services
United Kingdom
$2.9M +$2.9M +13,670 New
HW
890
Hancock Whitney
Mississippi
$2.9M -$4.16M -19,586 -59%
COI
891
Connable Office Inc
Michigan
$2.9M +$18K +85 +0.6%
HZ
892
Hixon Zuercher
Ohio
$2.9M +$128K +605 +5%
ECM
893
Evergreen Capital Management
Washington
$2.9M -$491K -2,314 -15%
AMC
894
Asset Management Corp
Illinois
$2.88M +$629K +2,961 +28%
1IA
895
1834 Investment Advisors
Wisconsin
$2.86M -$54.6K -257 -2%
CAM
896
Cozad Asset Management
Illinois
$2.85M -$3.55M -16,717 -55%
CA
897
Clearstead Advisors
Ohio
$2.85M +$557K +2,623 +24%
Tudor Investment Corp
898
Tudor Investment Corp
Connecticut
$2.85M +$2.85M +13,423 New
EBT
899
Enterprise Bank & Trust
Massachusetts
$2.84M -$179K -841 -6%
DSAM
900
Dock Street Asset Management
Florida
$2.83M +$2.83M +13,339 New
34 35
36
37 38