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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 %
AIA
926
Avalon Investment & Advisory
Texas
$2.66M +$1.07M +5,034 +67%
CHP
927
Cable Hill Partners
Oregon
$2.65M +$2.41M +11,371 +1,013%
WP
928
WealthSource Partners
California
$2.65M +$1.49M +7,020 +129%
PIM
929
Perpetual Investment Management
Australia
$2.64M +$221K +1,041 +9%
AL
930
Aspiriant LLC
California
$2.62M +$51.8K +244 +2%
SWA
931
SFMG Wealth Advisors
Texas
$2.62M +$402K +1,893 +18%
WCM
932
Wunderlich Capital Managemnt
Tennessee
$2.61M – – –
FCA
933
FinTrust Capital Advisors
South Carolina
$2.61M +$9.77K +46 +0.4%
VWA
934
V Wealth Advisors
Kansas
$2.6M -$173K -814 -6%
P
935
Pitcairn
Pennsylvania
$2.6M -$157K -739 -6%
GCM
936
Glynn Capital Management
California
$2.59M – – –
AGAM
937
Audent Global Asset Management
California
$2.56M +$2.56M +12,040 New
SCP
938
Sender Company & Partners
New York
$2.55M -$561K -2,641 -18%
WPC
939
Wedmont Private Capital
Pennsylvania
$2.55M +$437K +1,996 +21%
I
940
INVST
Indiana
$2.54M +$491K +3,001 +24%
NEI
941
Northwest & Ethical Investments
Ontario, Canada
$2.53M -$3.21M -15,141 -56%
BB
942
Berkshire Bank
Massachusetts
$2.53M +$149K +701 +6%
KFS
943
Kaizen Financial Strategies
California
$2.53M +$221K +1,041 +10%
HIP
944
Harrell Investment Partners
Texas
$2.52M +$265K +1,248 +12%
AC
945
Avestar Capital
New York
$2.52M -$1.88M -8,869 -43%
CC
946
Courier Capital
New York
$2.51M -$252K -1,185 -9%
PH
947
Pinnacle Holdings
Oklahoma
$2.51M +$262K +1,232 +12%
RAM
948
Roanoke Asset Management
New Jersey
$2.49M +$1.79M +8,415 +254%
PBT
949
Pictet Bank & Trust
Bahamas
$2.47M -$36.7K -173 -1%
RE
950
RBC Europe
United Kingdom
$2.45M +$340K +1,603 +16%
36 37
38
39 40