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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 %
RCM
901
Regency Capital Management
Hawaii
$2.83M +$300K +1,415 +12%
AA
902
ALPS Advisors
Colorado
$2.82M -$304K -1,432 -10%
MWA
903
Meridian Wealth Advisors
Texas
$2.82M +$357K +1,681 +15%
SIG
904
Stonegate Investment Group
Alabama
$2.79M -$14.4K -68 -0.5%
MWM
905
Meridian Wealth Management
Kentucky
$2.79M -$255K -1,199 -8%
CNC
906
Canandaigua National Corp
New York
$2.78M +$15.1K +71 +0.5%
VF
907
Virtu Financial
New York
$2.78M -$2.24M -10,567 -45%
VCM
908
Verde Capital Management
Michigan
$2.77M +$276K +1,299 +11%
HLCM
909
Hickory Lane Capital Management
New York
$2.76M -$3.82M -18,000 -58%
KA
910
Kovack Advisors
Florida
$2.76M -$90.4K -426 -3%
PCOC
911
Power Corp of Canada
Canada
$2.75M +$2.75M +12,943 New
DAS
912
Dynamic Advisor Solutions
Arizona
$2.75M +$321K +1,514 +13%
PI
913
PFS Investments
Georgia
$2.74M +$288K +1,357 +12%
PWP
914
Pursue Wealth Partners
California
$2.74M -$1M -5,007 -27%
ECM
915
Element Capital Management
New York
$2.73M +$2.73M +12,875 New
AIP
916
Ameritas Investment Partners
Nebraska
$2.73M -$54.1K -255 -2%
WP
917
WealthShield Partners
North Carolina
$2.73M +$1.26M +5,952 +86%
WHG
918
Westwood Holdings Group
Texas
$2.72M -$277K -1,306 -9%
IBOK
919
Independence Bank of Kentucky
Kentucky
$2.7M +$414K +1,948 +18%
IRAG
920
Investment Research & Advisory Group
Georgia
$2.7M +$392K +1,846 +17%
SAM
921
Sompo Asset Management
Japan
$2.7M +$832K +3,920 +45%
KLCM
922
KG&L Capital Management
Louisiana
$2.69M +$941K +4,429 +54%
IMC Chicago
923
IMC Chicago
Illinois
$2.69M -$5.18M -24,376 -66%
S
924
SignatureFD
Georgia
$2.67M -$124K -586 -4%
PTC
925
Private Trust Company
Ohio
$2.66M -$195K -918 -7%
35 36
37
38 39