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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 %
VIA
951
Vident Investment Advisory
Georgia
$2.43M -$693K -3,266 -22%
SC
952
Slow Capital
California
$2.43M -$91.5K -431 -4%
TF
953
Threadgill Financial
Texas
$2.43M -$42K -198 -2%
QPWM
954
Quadrant Private Wealth Management
Pennsylvania
$2.41M +$408K +1,920 +20%
JPC
955
Jabodon PT Co
Nevada
$2.41M -$109K -513 -4%
LWAC
956
Laurel Wealth Advisors (California)
California
$2.39M -$117K -550 -5%
GAM
957
Grandview Asset Management
Pennsylvania
$2.39M -$166K -783 -7%
BWM
958
Baystate Wealth Management
Massachusetts
$2.38M +$2.22M +10,475 +1,449%
CNC
959
Citizens & Northern Corp
Pennsylvania
$2.37M +$47.8K +225 +2%
GBT
960
Grove Bank & Trust
Florida
$2.37M – – –
SH
961
SeaTown Holdings
Singapore
$2.37M -$2.5M -11,800 -51%
BOH
962
Bank of Hawaii
Hawaii
$2.37M -$698K -3,290 -23%
FC
963
Ferris Capital
Massachusetts
$2.37M -$1.27K -6 -0.1%
WF
964
Welch & Forbes
Massachusetts
$2.36M – – –
WI
965
Wahed Invest
New York
$2.35M -$30.8K -145 -1%
BPGAM
966
BTG Pactual Global Asset Management
Bermuda
$2.35M +$2.35M +11,083 New
USCWA
967
U.S. Capital Wealth Advisors
Texas
$2.35M -$52.7K -248 -2%
GGI
968
GPM Growth Investors
Michigan
$2.34M +$425 +2 +0%
AWM
969
Altium Wealth Management
New York
$2.33M +$226K +1,066 +11%
AAM
970
Arabesque Asset Management
United Kingdom
$2.33M +$2.06M +9,687 +756%
BCM
971
Boltwood Capital Management
California
$2.32M -$51.4K -242 -2%
HAS
972
HBW Advisory Services
California
$2.31M -$1.86M -8,767 -45%
AFC
973
AFT Forsyth & Company
Florida
$2.31M -$422K -1,990 -15%
AWA
974
Arkadios Wealth Advisors
Georgia
$2.31M +$1.07M +5,020 +86%
NG
975
Northstar Group
New York
$2.3M +$116K +545 +5%
37 38
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